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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zullo Investment Group's WMT Position: Q1 2026 in Review

Zullo Investment Group increased its Walmart Inc (WMT) stake by 0.53% in Q1 2026, buying an estimated $18.5K and bringing the position to 28,851 shares worth $3.59M. The position accounts for 1.36% of the portfolio, ranked #14.

Zullo Investment Group first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.63M in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Zullo Investment Group held 28,851 shares of Walmart Inc worth $3.59M as of Q1 2026.
  • Zullo Investment Group bought 151 Walmart Inc shares in Q1 2026, an estimated $18.5K.
  • Walmart Inc made up 1.36% of Zullo Investment Group's portfolio in Q1 2026, its #14 holding.
  • Zullo Investment Group first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's Walmart Inc position peaked at $3.63M in Q4 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.