Sunbeam Capital Management’s Walmart Inc WMT Stock Holding History

Sunbeam Capital Management’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 Q3	$2.95M	Sell	28,413 -796	-3%	-$87.4K	1.35%	15
2026 Q2	$3.31M	Buy	29,209 +2,121	+8%	+$263K	1.51%	14
2026 Q1	$3.37M	Buy	27,088 +403	+2%	+$49.5K	1.93%	11
2025 Q4	$2.97M	Buy	26,685 +50	+0.2%	+$5.37K	1.76%	10
2025 Q3	$2.74M	Sell	26,635 -9	-0%	-$896	1.71%	12
2025 Q2	$2.61M	Buy	26,644 +2,470	+10%	+$235K	1.97%	11
2025 Q1	$2.13M	Buy	24,174 +21	+0.1%	+$1.97K	2.03%	11
2024 Q4	$2.19M	Buy	+24,153	New	+$2.1M	2.03%	10

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sunbeam Capital Management's WMT Position: Q3 2026 in Review

Sunbeam Capital Management reduced its Walmart Inc (WMT) stake by 2.7% in Q3 2026, selling an estimated $87.4K and leaving 28,413 shares worth $2.95M. The position accounts for 1.35% of the portfolio, ranked #15.

Sunbeam Capital Management first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.37M in Q1 2026. 2,919 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Sunbeam Capital Management held 28,413 shares of Walmart Inc worth $2.95M as of Q3 2026.
Sunbeam Capital Management sold 796 Walmart Inc shares in Q3 2026, an estimated $87.4K.
Walmart Inc made up 1.35% of Sunbeam Capital Management's portfolio in Q3 2026, its #15 holding.
Sunbeam Capital Management first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
Sunbeam Capital Management's Walmart Inc position peaked at $3.37M in Q1 2026.
2,919 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.