Johnson Financial Group, Inc.

Position in WMT — Walmart Inc.

CIK 1477024 RACINE, WI

Back to WMT Full portfolio

Position in WMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,665,858

-$1,144,604 QoQ

Shares Held

41,196

-11.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,361

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Johnson Financial Group, Inc. holds $8,709,134 across 5 Discount Stores names. WMT ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	41,196	$4,665,858
2	COST	Costco Wholesale Corp /New	3,095	$2,895,279
3	TGT	Target Corp	7,944	$1,037,565
4	DLTR	Dollar Tree, Inc.	579	$70,029
5	DG	Dollar General Corp	351	$40,403

All Filings in WMT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,665,858	41,196	-11.9%	Shares	Defined	2026-08-10
2026-03-31	$5,810,462	46,753	-2.0%	Shares	Defined	2026-05-07
2025-12-31	$5,315,370	47,710	-29.4%	Shares	Defined	2026-02-12
2025-09-30	$6,968,091	67,612	-12.8%	Shares	Defined	2025-11-13
2025-06-30	$7,584,011	77,562	-1.9%	Shares	Defined	2025-08-13
2025-03-31	$6,942,695	79,083	-0.8%	Shares	Defined	2025-05-15
2024-12-31	$7,199,449	79,684	-5.0%	Shares	Defined	2025-02-14
2024-09-30	$6,770,806	83,849	+4.6%	Shares	Defined	2024-11-13
2024-06-30	$5,426,549	80,144	+80.5%	Shares	Defined	2024-08-14
2024-03-31	$2,671,126	44,393	+149.9%	Shares	Defined	2024-05-14
2023-12-31	$2,800,651	17,765	-5.1%	Shares	Defined	2024-02-09
2023-09-30	$2,994,048	18,721	+1.9%	Shares	Defined	2023-11-14
2023-06-30	$2,888,021	18,374	+1.3%	Shares	Defined	2023-08-14
2023-03-31	$2,673,710	18,133	+14.0%	Shares	Defined	2023-05-12
2022-12-31	$2,256,159	15,912	-0.3%	Shares	Defined	2023-02-13
2022-09-30	$2,069,490	15,956	+29.3%	Shares	Defined	2022-11-14
2022-06-30	$1,500,784	12,344	-4.3%	Shares	Defined	2022-08-15
2022-03-31	$1,920,174	12,894	-1.0%	Shares	Defined	2022-05-16
2021-12-31	$1,885,166	13,029	-1.4%	Shares	Defined	2022-02-14
2021-09-30	$1,841,488	13,212	-4.0%	Shares	Defined	2021-11-12
2021-06-30	$1,940,436	13,760	-15.5%	Shares	Defined	2021-08-13
2021-03-31	$2,211,584	16,282	-4.2%	Shares	Defined	2021-05-14
2020-12-31	$2,448,819	16,988	+0.7%	Shares	Defined	2021-02-12
2020-09-30	$2,360,423	16,871	+16.6%	Shares	Defined	2020-11-12
2020-06-30	$1,732,738	14,466	+21.8%	Shares	Defined	2020-08-11
2020-03-31	$1,349,234	11,875	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.