Sun Financial’s Walmart Inc WMT Stock Holding History

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 Q1	$700K	Sell	5,285 -332	-6%	-$40.8K	0.35%	77
2025 Q4	$626K	Buy	+5,617	New	+$603K	0.35%	79

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Financial's WMT Position: Q1 2026 in Review

Sun Financial reduced its Walmart Inc (WMT) stake by 5.9% in Q1 2026, selling an estimated $40.8K and leaving 5,285 shares worth $700K. The position accounts for 0.35% of the portfolio, ranked #77.

Sun Financial first reported a position in WMT in Q4 2025 and has held it in 2 quarters since. 4,438 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sun Financial held 5,285 shares of Walmart Inc worth $700K as of Q1 2026.
Sun Financial sold 332 Walmart Inc shares in Q1 2026, an estimated $40.8K.
Walmart Inc made up 0.35% of Sun Financial's portfolio in Q1 2026, its #77 holding.
Sun Financial first reported a position in Walmart Inc in Q4 2025 and has held it in 2 quarters since.
4,438 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.