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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
Q3 		$1.72M Buy
16,581
+33
+0.2% +$3.62K 0.27% 41
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Sunburst Financial Group's WMT Position: Q3 2026 in Review

Sunburst Financial Group increased its Walmart Inc (WMT) stake by 0.2% in Q3 2026, buying an estimated $3.62K and bringing the position to 16,581 shares worth $1.72M. The position accounts for 0.27% of the portfolio, ranked #41.

Sunburst Financial Group first reported a position in WMT in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.07M in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Sunburst Financial Group held 16,581 shares of Walmart Inc worth $1.72M as of Q3 2026.
  • Sunburst Financial Group bought 33 Walmart Inc shares in Q3 2026, an estimated $3.62K.
  • Walmart Inc made up 0.27% of Sunburst Financial Group's portfolio in Q3 2026, its #41 holding.
  • Sunburst Financial Group first reported a position in Walmart Inc in Q4 2019 and has held it in 28 quarters since.
  • Sunburst Financial Group's Walmart Inc position peaked at $2.07M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.