Sunrise Financial Services, LLC

Position in WMT — Walmart Inc.

CIK 2110891 BURIEN, WA

Position in WMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$109,182

+$36,106 QoQ

Shares Held

964

+63.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#4,246

of 4,382 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sunrise Financial Services, LLC holds $1,109,431 across 5 Discount Stores names. WMT ranks #2 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,060	$991,598
2	WMT	Walmart Inc. This page	964	$109,182
3	DLTR	Dollar Tree, Inc.	37	$4,475
4	TGT	Target Corp	17	$2,220
5	DG	Dollar General Corp	17	$1,956

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$109,182	964	+63.9%	Shares	Sole	2026-08-12
2026-03-31	$73,076	588	-32.5%	Shares	Sole	2026-04-29
2025-12-31	$97,038	871	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.