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JNBA Financial Advisors’s Walmart Inc WMT Stock Holding History

JNBA Financial Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$187K Buy
1,647
+112
+7% +$13.9K 0.01% 201
2026
Q1 		$191K Sell
1,535
-355
-19% -$43.6K 0.02% 189
2025
Q4 		$211K Sell
1,890
-208
-10% -$22.3K 0.02% 184
2025
Q3 		$216K Hold
2,098
– – 0.02% 177
2025
Q2 		$205K Buy
2,098
+46
+2% +$4.38K 0.02% 175
2025
Q1 		$180K Sell
2,052
-560
-21% -$52.5K 0.02% 182
2024
Q4 		$236K Sell
2,612
-115
-4% -$9.98K 0.02% 167
2024
Q3 		$220K Sell
2,727
-2,139
-44% -$157K 0.02% 178
2024
Q2 		$329K Sell
4,866
-1,204
-20% -$75.8K 0.03% 153
2024
Q1 		$365K Sell
6,070
-125
-2% -$7.15K 0.04% 151
2023
Q4 		$326K Sell
6,195
-420
-6% -$22.2K 0.04% 164
2023
Q3 		$353K Sell
6,615
-84
-1% -$4.47K 0.04% 147
2023
Q2 		$351K Sell
6,699
-21
-0.3% -$1.06K 0.04% 154
2023
Q1 		$330K Sell
6,720
-339
-5% -$16.1K 0.04% 159
2022
Q4 		$334K Sell
7,059
-2,754
-28% -$131K 0.05% 155
2022
Q3 		$424K Buy
9,813
+78
+0.8% +$3.42K 0.07% 131
2022
Q2 		$395K Buy
9,735
+420
+5% +$19.4K 0.06% 131
2022
Q1 		$462K Buy
9,315
+297
+3% +$13.9K 0.06% 132
2021
Q4 		$435K Sell
9,018
-201
-2% -$9.6K 0.05% 139
2021
Q3 		$428K Hold
9,219
– – 0.06% 136
2021
Q2 		$433K Buy
9,219
+135
+1% +$6.29K 0.06% 133
2021
Q1 		$411K Buy
9,084
+261
+3% +$12.1K 0.06% 130
2020
Q4 		$424K Sell
8,823
-501
-5% -$24.3K 0.07% 119
2020
Q3 		$435K Buy
9,324
+615
+7% +$27.3K 0.09% 101
2020
Q2 		$348K Hold
8,709
– – 0.07% 114
2020
Q1 		$330K Sell
8,709
-471
-5% -$18.1K 0.08% 111
2019
Q4 		$364K Buy
9,180
+663
+8% +$26.3K 0.07% 112
2019
Q3 		$337K Buy
8,517
+27
+0.3% +$1.02K 0.07% 111
2019
Q2 		$313K Buy
8,490
+861
+11% +$29.7K 0.06% 121
2019
Q1 		$248K Buy
7,629
+4,824
+172% +$156K 0.05% 132
2018
Q4 		$87K Sell
2,805
-507
-15% -$16.3K 0.02% 168
2018
Q3 		$104K Buy
3,312
+438
+15% +$13.4K 0.05% 178
2018
Q2 		$82K Hold
2,874
– – 0.02% 192
2018
Q1 		$85K Sell
2,874
-600
-17% -$19.3K 0.02% 182
2017
Q4 		$114K Hold
3,474
– – 0.02% 163
2017
Q3 		$90K Buy
3,474
+444
+15% +$11.6K 0.02% 168
2017
Q2 		$76K Sell
3,030
-600
-17% -$15.2K 0.02% 177
2017
Q1 		$87K Hold
3,630
– – 0.02% 168
2016
Q4 		$84K Sell
3,630
-23,589
-87% -$551K 0.02% 174
2016
Q3 		$654K Buy
27,219
+23,784
+692% +$577K 0.1% 74
2016
Q2 		$84K Hold
3,435
– – 0.02% 170
2016
Q1 		$78K Hold
3,435
– – 0.03% 165
2015
Q4 		$70K Buy
3,435
+2,505
+269% +$50.3K 0.03% 170
2015
Q3 		$20K Hold
930
– – 0.01% 282
2015
Q2 		$22K Hold
930
– – 0.01% 274
2015
Q1 		$25K Sell
930
-318
-25% -$9.02K 0.01% 264
2014
Q4 		$36K Hold
1,248
– – 0.01% 218
2014
Q3 		$32K Buy
1,248
+348
+39% +$8.79K 0.01% 232
2014
Q2 		$23K Hold
900
– – 0.01% 253
2014
Q1 		$23K Hold
900
– – 0.01% 243
2013
Q4 		$24K Hold
900
– – 0.01% 227
2013
Q3 		$22K Hold
900
– – 0.01% 230
2013
Q2 		$22K Buy
+900
New +$23.1K 0.02% 206

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JNBA Financial Advisors's WMT Position: Q2 2026 in Review

JNBA Financial Advisors increased its Walmart Inc (WMT) stake by 7.3% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,647 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #201.

JNBA Financial Advisors first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $654K in Q3 2016. 1,652 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • JNBA Financial Advisors held 1,647 shares of Walmart Inc worth $187K as of Q2 2026.
  • JNBA Financial Advisors bought 112 Walmart Inc shares in Q2 2026, an estimated $13.9K.
  • Walmart Inc made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #201 holding.
  • JNBA Financial Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Walmart Inc position peaked at $654K in Q3 2016.
  • 1,652 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.