SEC 13F Intelligence

Sun Group Wealth Partners / WMT

Sun Group Wealth Partners’s Walmart Inc Position

Does Sun Group Wealth Partners own Walmart Inc (WMT)? Yes19.7K shares worth $2M (+1.92% of its 13F portfolio) as of Q1 2026, down from 20.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
19.7K
% of Portfolio
+1.92%
Quarters Held
2
currently held

Position History WMT

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.7K$2M+1.92%
Q4 202520.4K$2M+1.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Group Wealth Partners’s full portfolio or all institutional holders of WMT.