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 Q2	$554K	Sell	4,921 -364	-7%	-$45.2K	0.26%	92
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sun Financial's WMT Position: Q2 2026 in Review

Sun Financial reduced its Walmart Inc (WMT) stake by 6.9% in Q2 2026, selling an estimated $45.2K and leaving 4,921 shares worth $554K. The position accounts for 0.26% of the portfolio, ranked #92.

Sun Financial first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $700K in Q1 2026. 4,422 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Sun Financial held 4,921 shares of Walmart Inc worth $554K as of Q2 2026.
Sun Financial sold 364 Walmart Inc shares in Q2 2026, an estimated $45.2K.
Walmart Inc made up 0.26% of Sun Financial's portfolio in Q2 2026, its #92 holding.
Sun Financial first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
Sun Financial's Walmart Inc position peaked at $700K in Q1 2026.
4,422 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.