JNBA Financial Advisors

Position in WMT — Walmart Inc.

CIK 1569118 BLOOMINGTON, MN

Position in WMT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$186,539

-$4,230 QoQ

Shares Held

1,647

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#4,185

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

JNBA Financial Advisors holds $943,512 across 4 Discount Stores names. WMT ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TGT	Target Corp	3,369	$440,025
2	COST	Costco Wholesale Corp /New	327	$305,898
3	WMT	Walmart Inc. This page	1,647	$186,539
4	DG	Dollar General Corp	96	$11,050

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,539	1,647	+7.3%	Shares	Sole	2026-07-23
2026-03-31	$190,769	1,535	-18.8%	Shares	Sole	2026-04-23
2025-12-31	$210,564	1,890	-9.9%	Shares	Sole	2026-01-26
2025-09-30	$216,219	2,098	0.0%	Shares	Sole	2025-10-28
2025-06-30	$205,142	2,098	+2.2%	Shares	Sole	2025-07-24
2025-03-31	$180,145	2,052	-21.4%	Shares	Sole	2025-04-25
2024-12-31	$235,994	2,612	-4.2%	Shares	Sole	2025-01-30
2024-09-30	$220,205	2,727	-44.0%	Shares	Sole	2024-10-31
2024-06-30	$329,476	4,866	-19.8%	Shares	Sole	2024-07-22
2024-03-31	$365,231	6,070	+193.9%	Shares	Sole	2024-04-26
2023-12-31	$325,547	2,065	-6.3%	Shares	Sole	2024-02-08
2023-09-30	$352,645	2,205	-1.3%	Shares	Sole	2023-11-02
2023-06-30	$350,982	2,233	-0.3%	Shares	Sole	2023-08-03
2023-03-31	$330,288	2,240	-4.8%	Shares	Sole	2023-05-02
2022-12-31	$333,631	2,353	-28.1%	Shares	Sole	2023-02-07
2022-09-30	$424,248	3,271	+0.8%	Shares	Sole	2022-11-07
2022-06-30	$394,527	3,245	+4.5%	Shares	Sole	2022-07-22
2022-03-31	$462,396	3,105	+3.3%	Shares	Sole	2022-04-29
2021-12-31	$434,938	3,006	-2.2%	Shares	Sole	2022-02-03
2021-09-30	$428,314	3,073	0.0%	Shares	Sole	2021-11-10
2021-06-30	$433,354	3,073	+1.5%	Shares	Sole	2021-08-04
2021-03-31	$411,293	3,028	+3.0%	Shares	Sole	2021-05-03
2020-12-31	$423,945	2,941	-5.4%	Shares	Sole	2021-01-25
2020-09-30	$434,840	3,108	+7.1%	Shares	Sole	2020-11-05
2020-06-30	$347,721	2,903	0.0%	Shares	Sole	2020-07-24
2020-03-31	$329,838	2,903	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.