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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
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

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

Sunbeam Capital Management's WMT Position: Q2 2026 in Review

Sunbeam Capital Management increased its Walmart Inc (WMT) stake by 7.8% in Q2 2026, buying an estimated $263K and bringing the position to 29,209 shares worth $3.31M. The position accounts for 1.51% of the portfolio, ranked #14.

Sunbeam Capital Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.37M in Q1 2026. 2,192 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sunbeam Capital Management held 29,209 shares of Walmart Inc worth $3.31M as of Q2 2026.
  • Sunbeam Capital Management bought 2,121 Walmart Inc shares in Q2 2026, an estimated $263K.
  • Walmart Inc made up 1.51% of Sunbeam Capital Management's portfolio in Q2 2026, its #14 holding.
  • Sunbeam Capital Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Sunbeam Capital Management's Walmart Inc position peaked at $3.37M in Q1 2026.
  • 2,192 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.