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Sun Group Wealth Partners’s Walmart Inc WMT Stock Holding History

Sun Group Wealth Partners’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 		$2.04M Sell
18,052
-1,637
-8% -$203K 1.4% 21
2026
Q1 		$2.45M Sell
19,689
-744
-4% -$91.3K 1.92% 13
2025
Q4 		$2.28M Buy
+20,433
New +$2.19M 1.83% 17

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sun Group Wealth Partners's WMT Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Walmart Inc (WMT) stake by 8.3% in Q2 2026, selling an estimated $203K and leaving 18,052 shares worth $2.04M. The position accounts for 1.4% of the portfolio, ranked #21.

Sun Group Wealth Partners first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.45M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sun Group Wealth Partners held 18,052 shares of Walmart Inc worth $2.04M as of Q2 2026.
  • Sun Group Wealth Partners sold 1,637 Walmart Inc shares in Q2 2026, an estimated $203K.
  • Walmart Inc made up 1.4% of Sun Group Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Sun Group Wealth Partners first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Walmart Inc position peaked at $2.45M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.