Allen Mooney & Barnes Investment Advisors LLC

Position in WMT — Walmart Inc.

CIK 2001461 Thomasville, GA

Position in WMT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$5,108,818

-$682,381 QoQ

Shares Held

45,107

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,306

of 4,382 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $6,258,746 across 4 Discount Stores names. WMT ranks #1 (81.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	45,107	$5,108,818
2	COST	Costco Wholesale Corp /New	571	$534,153
3	TGT	Target Corp	2,365	$308,892
4	DG	Dollar General Corp	2,666	$306,883

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,108,818	45,107	-3.2%	Shares	Sole	2026-07-13
2026-03-31	$5,791,199	46,598	+0.4%	Shares	Sole	2026-04-13
2025-12-31	$5,168,755	46,394	+0.0%	Shares	Sole	2026-01-21
2025-09-30	$4,779,407	46,375	+0.1%	Shares	Sole	2025-10-15
2025-06-30	$4,529,462	46,323	+0.3%	Shares	Sole	2025-07-08
2025-03-31	$4,056,512	46,207	+0.9%	Shares	Sole	2025-04-16
2024-12-31	$4,138,843	45,809	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$3,695,523	45,765	+0.7%	Shares	Sole	2024-10-15
2024-06-30	$3,078,570	45,467	+0.6%	Shares	Sole	2024-07-12
2024-03-31	$2,718,360	45,178	+215.1%	Shares	Sole	2024-04-12
2023-12-31	$2,260,543	14,339	+0.5%	Shares	Sole	2024-01-22
2023-09-30	$2,281,241	14,264	+0.2%	Shares	Sole	2023-11-21
2023-06-30	$2,237,298	14,234	+2.0%	Shares	Sole	2024-05-23
2023-03-31	$2,058,254	13,959	-6.2%	Shares	Sole	2024-05-23
2022-12-31	$2,110,117	14,882	0.0%	Shares	Sole	2024-05-23
2022-09-30	$1,930,193	14,882	+0.2%	Shares	Sole	2024-05-23
2022-06-30	$1,805,221	14,848	-4.7%	Shares	Sole	2024-05-23
2022-03-31	$2,320,322	15,581	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.