Acumen Wealth Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1939202 CHATTANOOGA, TN

Position in WMT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,471,106

+$1,174,991 QoQ

Shares Held

21,818

+109.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#1,833

of 4,382 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $2,683,770 across 3 Discount Stores names. WMT ranks #1 (92.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	21,818	$2,471,106
2	COST	Costco Wholesale Corp /New	209	$195,513
3	DG	Dollar General Corp	149	$17,151

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,471,106	21,818	+109.2%	Shares	Sole	2026-08-03
2026-03-31	$1,296,115	10,429	+254.4%	Shares	Sole	2026-05-13
2025-12-31	$327,879	2,943	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.