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Sunburst Financial Group’s Walmart Inc WMT Stock Holding History

Sunburst Financial Group’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 		$1.87M Sell
16,548
-88
-0.5% -$10.9K 0.3% 41
2026
Q1 		$2.07M Buy
16,636
+515
+3% +$63.2K 0.38% 35
2025
Q4 		$1.8M Buy
16,121
+18
+0.1% +$1.93K 0.36% 36
2025
Q3 		$1.66M Buy
16,103
+663
+4% +$66K 0.35% 37
2025
Q2 		$1.51M Buy
15,440
+549
+4% +$52.3K 0.34% 37
2025
Q1 		$1.31M Sell
14,891
-241
-2% -$22.6K 0.32% 37
2024
Q4 		$1.37M Sell
15,132
-3,489
-19% -$303K 0.34% 37
2024
Q3 		$1.5M Buy
18,621
+683
+4% +$50.2K 0.38% 35
2024
Q2 		$1.21M Buy
17,938
+824
+5% +$51.9K 0.33% 39
2024
Q1 		$1.03M Sell
17,114
-1,615
-9% -$92.4K 0.29% 45
2023
Q4 		$984K Buy
18,729
+1,248
+7% +$66K 0.3% 43
2023
Q3 		$932K Sell
17,481
-27
-0.2% -$1.44K 0.33% 39
2023
Q2 		$917K Buy
17,508
+249
+1% +$12.6K 0.32% 42
2023
Q1 		$848K Sell
17,259
-294
-2% -$14K 0.31% 39
2022
Q4 		$830K Hold
17,553
– – 0.33% 41
2022
Q3 		$759K Buy
17,553
+552
+3% +$24.2K 0.37% 35
2022
Q2 		$689K Buy
17,001
+36
+0.2% +$1.66K 0.33% 37
2022
Q1 		$842K Buy
16,965
+633
+4% +$29.7K 0.42% 29
2021
Q4 		$788K Buy
16,332
+660
+4% +$31.5K 0.4% 31
2021
Q3 		$728K Buy
15,672
+75
+0.5% +$3.61K 0.45% 24
2021
Q2 		$733K Buy
15,597
+195
+1% +$9.08K 0.47% 22
2021
Q1 		$697K Hold
15,402
– – 0.49% 21
2020
Q4 		$740K Sell
15,402
-111
-0.7% -$5.39K 0.56% 22
2020
Q3 		$723K Hold
15,513
– – 0.61% 19
2020
Q2 		$619K Hold
15,513
– – 0.56% 22
2020
Q1 		$588K Hold
15,513
– – 0.62% 19
2019
Q4 		$615K Buy
+15,513
New +$616K 0.54% 20

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

Sunburst Financial Group's WMT Position: Q2 2026 in Review

Sunburst Financial Group reduced its Walmart Inc (WMT) stake by 0.53% in Q2 2026, selling an estimated $10.9K and leaving 16,548 shares worth $1.87M. The position accounts for 0.3% of the portfolio, ranked #41.

Sunburst Financial Group first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.07M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sunburst Financial Group held 16,548 shares of Walmart Inc worth $1.87M as of Q2 2026.
  • Sunburst Financial Group sold 88 Walmart Inc shares in Q2 2026, an estimated $10.9K.
  • Walmart Inc made up 0.3% of Sunburst Financial Group's portfolio in Q2 2026, its #41 holding.
  • Sunburst Financial Group first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Sunburst Financial Group's Walmart Inc position peaked at $2.07M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.