What to do with an investment that goes too well? WMT

Is anyone else confused when your position do too well? Years ago I bought a lot of WMT. My thinking at the time was two reasons 1. They are a low margin/low cost supplier with massive economies of scales with some small room for margin expansion with private label and ecommerce potential. 2. They are slow growth but recession resistant being the low cost supplier (WMT increased their revenue through all of Great Recession. I expected slightly better than index returns with a modest dividend and safety in recessions. Now, in 2026, the company is up roughly 200%, forward p/e of 42, a stupid 5 year peg of something like 4.6 But now I don't know what to do. None of my original bullish thesis hasnt change. The company has internally done everything I thought they should do. The only change that has surprised me is the market, not the company. I anticipated this to be a "forever hold" but I also never anticipated it to go above 40 p/e. I am split on what to do. One one hand the company is great, has done everything right, my bullish thesis is intact... but evaluation has gone insane. The reason I am hesitant to sell is that this was originally a "forever hold." And if I look at the history of my holdings in aapl and nvda, there were many times I thought they were overvalued but I just ignored the market and paid attention to their financial statements. Boy am I glad I didnt sell those. But WMT is weird because I cant really see a compelling bull case to justify 45 p/e. What do you guys do with positions like this? Do you sell or do you just hold if your original thesis is unchanged? And is anyone buying WMT at these prices? If so, what is your bullish theory?