JFS WEALTH ADVISORS, LLC

Position in WMT — Walmart Inc.

CIK 1568068 HERMITAGE, PA

Position in WMT

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

Position Value

$3,458,394

-$429,208 QoQ

Shares Held

30,535

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#1,552

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $6,582,889 across 8 Discount Stores names. WMT ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	30,535	$3,458,394
2	COST	Costco Wholesale Corp /New	2,636	$2,465,898
3	DG	Dollar General Corp	3,232	$372,035
4	TGT	Target Corp	1,926	$251,554
5	DLTR	Dollar Tree, Inc.	125	$15,118
6	PSMT	Pricesmart Inc	41	$8,008
7	BJ	BJ's Wholesale Club Holdings, Inc.	86	$7,500
8	OLLI	Ollie's Bargain Outlet Holdings, Inc.	57	$4,382

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,458,394	30,535	-2.4%	Shares	Sole	2026-07-10
2026-03-31	$3,887,602	31,281	-4.2%	Shares	Sole	2026-04-21
2025-12-31	$3,636,088	32,637	-1.6%	Shares	Sole	2026-01-14
2025-09-30	$3,419,530	33,180	+4.6%	Shares	Sole	2025-11-10
2025-06-30	$3,101,777	31,722	-1.3%	Shares	Sole	2025-07-24
2025-03-31	$2,822,097	32,146	-8.1%	Shares	Sole	2025-04-22
2024-12-31	$3,158,816	34,962	0.0%	Shares	Sole	2025-01-31
2024-09-30	$2,823,181	34,962	+154.8%	Shares	Sole	2024-10-25
2024-06-30	$929,252	13,724	-2.3%	Shares	Sole	2024-07-15
2024-03-31	$845,508	14,052	+206.5%	Shares	Sole	2024-04-30
2023-12-31	$722,825	4,585	-3.4%	Shares	Sole	2024-02-07
2023-09-30	$758,707	4,744	-0.2%	Shares	Sole	2023-11-02
2023-06-30	$747,233	4,754	-2.4%	Shares	Sole	2023-08-07
2023-03-31	$718,376	4,872	-1.9%	Shares	Sole	2023-04-19
2022-12-31	$703,986	4,965	+1.8%	Shares	Sole	2023-02-13
2022-09-30	$632,416	4,876	+7.1%	Shares	Sole	2022-10-21
2022-06-30	$553,675	4,554	-1.5%	Shares	Sole	2022-08-02
2022-03-31	$688,457	4,623	-3.1%	Shares	Sole	2022-05-02
2021-12-31	$690,460	4,772	+13.5%	Shares	Sole	2022-02-03
2021-09-30	$586,092	4,205	+13.6%	Shares	Sole	2021-11-09
2021-06-30	$522,056	3,702	0.0%	Shares	Sole	2021-08-04
2021-03-31	$502,843	3,702	-2.7%	Shares	Sole	2021-04-28
2020-12-31	$548,202	3,803	-0.5%	Shares	Sole	2021-02-01
2020-09-30	$534,876	3,823	-13.2%	Shares	Sole	2020-10-28
2020-06-30	$527,391	4,403	0.0%	Shares	Sole	2020-08-05
2020-03-31	$500,268	4,403	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.