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Sunrise Financial Services’s Walmart Inc WMT Stock Holding History

Sunrise Financial Services’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 		$109K Buy
964
+376
+64% +$46.7K 0.06% 82
2026
Q1 		$73.1K Sell
588
-283
-32% -$34.7K 0.05% 95
2025
Q4 		$97K Buy
+871
New +$93.5K 0.07% 76

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sunrise Financial Services's WMT Position: Q2 2026 in Review

Sunrise Financial Services increased its Walmart Inc (WMT) stake by 64% in Q2 2026, buying an estimated $46.7K and bringing the position to 964 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #82.

Sunrise Financial Services first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sunrise Financial Services held 964 shares of Walmart Inc worth $109K as of Q2 2026.
  • Sunrise Financial Services bought 376 Walmart Inc shares in Q2 2026, an estimated $46.7K.
  • Walmart Inc made up 0.06% of Sunrise Financial Services's portfolio in Q2 2026, its #82 holding.
  • Sunrise Financial Services first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.