Synergy Investment Management, LLC

Position in WMT — Walmart Inc.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in WMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$457,908

+$226,748 QoQ

Shares Held

4,043

+117.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#3,430

of 4,378 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Defensive · as of Jun 30, 2026

Synergy Investment Management, LLC holds $696,848 across 6 Discount Stores names. WMT ranks #1 (65.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	4,043	$457,908
2	COST	Costco Wholesale Corp /New	221	$206,738
3	DG	Dollar General Corp	109	$12,546
4	PSMT	Pricesmart Inc	41	$8,008
5	TGT	Target Corp	54	$7,052
6	DLTR	Dollar Tree, Inc.	38	$4,596

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,908	4,043	+117.4%	Shares	Other	2026-08-14
2026-03-31	$231,160	1,860	+49.3%	Shares	Sole	2026-05-15
2025-03-31	$109,386	1,246	-8.7%	Shares	Sole	2025-04-30
2024-12-31	$123,237	1,364	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.