ZIG
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Zullo Investment Group’s Walmart Inc WMT Stock Holding History

Zullo Investment Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.86M Sell
25,227
-3,624
-13% -$450K 0.97% 21
2026
Q1 		$3.59M Buy
28,851
+151
+0.5% +$18.5K 1.36% 14
2025
Q4 		$3.2M Sell
28,700
-244
-0.8% -$26.2K 1.17% 14
2025
Q3 		$2.98M Hold
28,944
– – 1.1% 15
2025
Q2 		$2.83M Sell
28,944
-6,349
-18% -$605K 1.15% 15
2025
Q1 		$3.1M Sell
35,293
-4,856
-12% -$456K 1.33% 11
2024
Q4 		$3.63M Buy
40,149
+17
+0% +$1.48K 1.46% 11
2024
Q3 		$3.24M Buy
40,132
+262
+0.7% +$19.2K 1.35% 12
2024
Q2 		$2.7M Buy
39,870
+399
+1% +$25.1K 1.19% 14
2024
Q1 		$2.37M Buy
39,471
+336
+0.9% +$19.2K 1.11% 20
2023
Q4 		$2.06M Sell
39,135
-1,839
-4% -$97.3K 1.05% 21
2023
Q3 		$2.18M Buy
40,974
+420
+1% +$22.4K 1.28% 19
2023
Q2 		$2.12M Sell
40,554
-489
-1% -$24.7K 1.21% 20
2023
Q1 		$2.02M Buy
41,043
+693
+2% +$32.9K 1.26% 19
2022
Q4 		$1.91M Buy
40,350
+606
+2% +$28.8K 1.17% 17
2022
Q3 		$1.72M Sell
39,744
-1,218
-3% -$53.4K 1.11% 19
2022
Q2 		$1.66M Buy
40,962
+933
+2% +$43K 1.04% 19
2022
Q1 		$1.99M Buy
40,029
+1,560
+4% +$73.2K 1.03% 19
2021
Q4 		$1.85M Buy
+38,469
New +$1.84M 0.95% 18

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Zullo Investment Group's WMT Position: Q2 2026 in Review

Zullo Investment Group reduced its Walmart Inc (WMT) stake by 13% in Q2 2026, selling an estimated $450K and leaving 25,227 shares worth $2.86M. The position accounts for 0.97% of the portfolio, ranked #21.

Zullo Investment Group first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.63M in Q4 2024. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Zullo Investment Group held 25,227 shares of Walmart Inc worth $2.86M as of Q2 2026.
  • Zullo Investment Group sold 3,624 Walmart Inc shares in Q2 2026, an estimated $450K.
  • Walmart Inc made up 0.97% of Zullo Investment Group's portfolio in Q2 2026, its #21 holding.
  • Zullo Investment Group first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Walmart Inc position peaked at $3.63M in Q4 2024.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.