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Nations Financial Group’s Walmart Inc WMT Stock Holding History

Nations Financial Group’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 		$8.15M Sell
71,916
-6,980
-9% -$867K 0.39% 61
2026
Q1 		$9.81M Buy
78,896
+5,753
+8% +$706K 0.51% 37
2025
Q4 		$8.15M Buy
73,143
+7,177
+11% +$771K 0.43% 48
2025
Q3 		$6.8M Sell
65,966
-7
-0% -$697 0.42% 52
2025
Q2 		$6.45M Buy
65,973
+473
+0.7% +$45.1K 0.44% 47
2025
Q1 		$5.75M Sell
65,500
-5,829
-8% -$547K 0.44% 47
2024
Q4 		$6.44M Sell
71,329
-2,508
-3% -$218K 0.47% 45
2024
Q3 		$5.96M Buy
73,837
+3,075
+4% +$226K 0.43% 47
2024
Q2 		$4.79M Buy
70,762
+728
+1% +$45.8K 0.39% 55
2024
Q1 		$4.21M Buy
70,034
+563
+0.8% +$32.2K 0.35% 65
2023
Q4 		$3.65M Sell
69,471
-4,524
-6% -$239K 0.34% 65
2023
Q3 		$3.94M Buy
73,995
+2,622
+4% +$140K 0.4% 57
2023
Q2 		$3.74M Sell
71,373
-14,349
-17% -$724K 0.37% 57
2023
Q1 		$4.21M Buy
85,722
+1,263
+1% +$59.9K 0.44% 42
2022
Q4 		$3.99M Buy
84,459
+30,366
+56% +$1.44M 0.45% 46
2022
Q3 		$2.34M Buy
54,093
+363
+0.7% +$15.9K 0.34% 69
2022
Q2 		$2.18M Buy
53,730
+3,036
+6% +$140K 0.29% 86
2022
Q1 		$2.52M Buy
50,694
+11,424
+29% +$536K 0.3% 81
2021
Q4 		$1.89M Buy
39,270
+801
+2% +$38.2K 0.25% 96
2021
Q3 		$1.79M Buy
38,469
+2,082
+6% +$100K 0.27% 86
2021
Q2 		$1.71M Sell
36,387
-2,559
-7% -$119K 0.29% 84
2021
Q1 		$1.76M Buy
38,946
+5,274
+16% +$244K 0.4% 56
2020
Q4 		$1.62M Sell
33,672
-2,814
-8% -$137K 0.43% 55
2020
Q3 		$1.7M Buy
36,486
+1,110
+3% +$49.4K 0.53% 42
2020
Q2 		$1.41M Sell
35,376
-765
-2% -$31.5K 0.5% 46
2020
Q1 		$1.37M Sell
36,141
-405
-1% -$15.6K 0.58% 42
2019
Q4 		$1.45M Buy
36,546
+12,804
+54% +$508K 0.5% 45
2019
Q3 		$928K Sell
23,742
-18
-0.1% -$679 0.33% 90
2019
Q2 		$875K Buy
23,760
+1,308
+6% +$45.1K 0.58% 42
2019
Q1 		$730K Sell
22,452
-153
-0.7% -$4.96K 0.5% 60
2018
Q4 		$702K Sell
22,605
-1,992
-8% -$63.9K 0.56% 52
2018
Q3 		$770K Buy
24,597
+1,062
+5% +$32.5K 0.55% 47
2018
Q2 		$672K Sell
23,535
-1,554
-6% -$44.2K 0.56% 45
2018
Q1 		$744K Buy
25,089
+690
+3% +$22.2K 0.68% 36
2017
Q4 		$803K Sell
24,399
-609
-2% -$18.6K 0.74% 31
2017
Q3 		$651K Sell
25,008
-5,955
-19% -$156K 0.63% 44
2017
Q2 		$781K Sell
30,963
-1,557
-5% -$39.5K 0.64% 44
2017
Q1 		$781K Buy
32,520
+4,473
+16% +$103K 0.76% 39
2016
Q4 		$646K Sell
28,047
-1,755
-6% -$41K 0.7% 45
2016
Q3 		$716K Buy
29,802
+852
+3% +$20.7K 0.71% 47
2016
Q2 		$705K Buy
28,950
+351
+1% +$8.12K 0.74% 47
2016
Q1 		$653K Buy
28,599
+21
+0.1% +$460 0.75% 41
2015
Q4 		$584K Buy
+28,578
New +$573K 0.76% 50

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nations Financial Group's WMT Position: Q2 2026 in Review

Nations Financial Group reduced its Walmart Inc (WMT) stake by 8.8% in Q2 2026, selling an estimated $867K and leaving 71,916 shares worth $8.15M. The position accounts for 0.39% of the portfolio, ranked #61.

Nations Financial Group first reported a position in WMT in Q4 2015 and has held it in 43 quarters since. The position peaked at $9.81M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Nations Financial Group held 71,916 shares of Walmart Inc worth $8.15M as of Q2 2026.
  • Nations Financial Group sold 6,980 Walmart Inc shares in Q2 2026, an estimated $867K.
  • Walmart Inc made up 0.39% of Nations Financial Group's portfolio in Q2 2026, its #61 holding.
  • Nations Financial Group first reported a position in Walmart Inc in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's Walmart Inc position peaked at $9.81M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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