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Pacific Sun Financial’s Walmart Inc WMT Stock Holding History

Pacific Sun Financial’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 		$594K Buy
5,241
+1,511
+41% +$188K 0.24% 123
2026
Q1 		$464K Buy
3,730
+46
+1% +$5.65K 0.22% 130
2025
Q4 		$411K Buy
3,684
+45
+1% +$4.83K 0.2% 135
2025
Q3 		$375K Buy
3,639
+210
+6% +$20.9K 0.18% 144
2025
Q2 		$335K Buy
3,429
+637
+23% +$60.7K 0.18% 145
2025
Q1 		$245K Buy
+2,792
New +$262K 0.14% 162

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

Pacific Sun Financial's WMT Position: Q2 2026 in Review

Pacific Sun Financial increased its Walmart Inc (WMT) stake by 41% in Q2 2026, buying an estimated $188K and bringing the position to 5,241 shares worth $594K. The position accounts for 0.24% of the portfolio, ranked #123.

Pacific Sun Financial first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Pacific Sun Financial held 5,241 shares of Walmart Inc worth $594K as of Q2 2026.
  • Pacific Sun Financial bought 1,511 Walmart Inc shares in Q2 2026, an estimated $188K.
  • Walmart Inc made up 0.24% of Pacific Sun Financial's portfolio in Q2 2026, its #123 holding.
  • Pacific Sun Financial first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.