NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in WMT — Walmart Inc.

CIK 1109767 CEDAR RAPIDS, IA

Position in WMT

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

Position Value

$8,145,206

-$1,659,988 QoQ

Shares Held

71,916

-8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,006

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

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $20,285,394 across 4 Discount Stores names. WMT ranks #2 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	11,234	$10,509,069
2	WMT	Walmart Inc. This page	71,916	$8,145,206
3	TGT	Target Corp	6,989	$912,833
4	DG	Dollar General Corp	6,240	$718,286

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,145,206	71,916	-8.8%	Shares	Sole	2026-07-23
2026-03-31	$9,805,194	78,896	+7.9%	Shares	Sole	2026-04-15
2025-12-31	$8,148,861	73,143	+10.9%	Shares	Sole	2026-01-26
2025-09-30	$6,798,455	65,966	-0.0%	Shares	Sole	2025-10-28
2025-06-30	$6,450,839	65,973	+0.7%	Shares	Sole	2025-08-11
2025-03-31	$5,750,245	65,500	-8.2%	Shares	Sole	2025-05-13
2024-12-31	$6,444,575	71,329	-3.4%	Shares	Sole	2025-01-30
2024-09-30	$5,962,337	73,837	+4.3%	Shares	Sole	2024-11-04
2024-06-30	$4,791,295	70,762	+1.0%	Shares	Sole	2024-07-29
2024-03-31	$4,213,945	70,034	+202.4%	Shares	Sole	2024-04-23
2023-12-31	$3,650,701	23,157	-6.1%	Shares	Sole	2024-02-09
2023-09-30	$3,944,673	24,665	+3.7%	Shares	Sole	2023-11-14
2023-06-30	$3,739,467	23,791	-16.7%	Shares	Sole	2023-08-14
2023-03-31	$4,213,236	28,574	+1.5%	Shares	Sole	2023-05-15
2022-12-31	$3,991,811	28,153	+56.1%	Shares	Sole	2023-02-07
2022-09-30	$2,338,618	18,031	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$2,177,499	17,910	+6.0%	Shares	Sole	2022-08-15
2022-03-31	$2,516,450	16,898	+29.1%	Shares	Sole	2022-05-13
2021-12-31	$1,893,992	13,090	+2.1%	Shares	Sole	2022-02-10
2021-09-30	$1,787,269	12,823	+5.7%	Shares	Sole	2021-11-12
2021-06-30	$1,710,432	12,129	-6.6%	Shares	Sole	2021-08-16
2021-03-31	$1,763,346	12,982	+15.7%	Shares	Sole	2021-05-14
2020-12-31	$1,617,939	11,224	-7.7%	Shares	Sole	2021-02-16
2020-09-30	$1,701,586	12,162	+3.1%	Shares	Sole	2020-11-12
2020-06-30	$1,412,446	11,792	-2.1%	Shares	Sole	2020-08-13
2020-03-31	$1,368,778	12,047	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.