SEC 13F Intelligence

Patten & Patten Inc/Tn / WMT

Patten & Patten Inc/Tn’s Walmart Inc Position

Does Patten & Patten Inc/Tn own Walmart Inc (WMT)? Yes — 218.5K shares worth $27M (+1.64% of its 13F portfolio) as of Q1 2026, down from 226.4K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
218.5K
% of Portfolio
+1.64%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $8MQ4 ’22: $9,135Q4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $12MQ4 ’23Q1 ’24: $14MQ2 ’24: $16MQ3 ’24: $20MQ4 ’24: $22MQ4 ’24Q1 ’25: $21MQ2 ’25: $23MQ3 ’25: $24MQ4 ’25: $25MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026218.5K$27M+1.64%
Q4 2025226.4K$25M+1.48%
Q3 2025232.3K$24M+1.41%
Q2 2025234.3K$23M+1.48%
Q1 2025240.3K$21M+1.41%
Q4 2024245.5K$22M+1.47%
Q3 2024250.4K$20M+1.34%
Q2 2024239.1K$16M+1.13%
Q1 2024235.6K$14M+1.01%
Q4 202374.5K$12M+0.96%
Q3 202367.9K$11M+0.95%
Q2 202367.1K$11M+0.87%
Q1 202366.3K$10M+0.86%
Q4 202264.4K$9,135+0.83%
Q3 202264.0K$8M+0.79%
Q2 202261.6K$7M+0.66%
Q1 202260.0K$9M+0.65%
Q4 202159.2K$9M+0.59%
Q3 202158.0K$8M+0.62%
Q2 202155.2K$8M+0.59%
Q1 202148.7K$7M+0.54%
Q4 202035.4K$5M+0.44%
Q3 202035.0K$5M+0.49%
Q2 202033.8K$4M+0.44%
Q1 202033.6K$4M+0.50%
Q4 201931.7K$4M+0.38%
Q3 201931.7K$4M+0.41%
Q2 201928.6K$3M+0.34%
Q1 201926.5K$3M+0.28%
Q4 201826.3K$2M+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Patten & Patten Inc/Tn’s full portfolio or all institutional holders of WMT.