BURNEY CO/

Position in WMT — Walmart Inc.

CIK 940445 RESTON, VA

Position in WMT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$14,056,357

-$1,288,369 QoQ

Shares Held

124,107

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#747

of 4,378 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

BURNEY CO/ holds $37,171,006 across 6 Discount Stores names. WMT ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	124,107	$14,056,357
2	PSMT	Pricesmart Inc	62,133	$12,137,059
3	COST	Costco Wholesale Corp /New	7,937	$7,424,825
4	DG	Dollar General Corp	20,092	$2,312,790
5	DLTR	Dollar Tree, Inc.	7,724	$934,217
6	TGT	Target Corp	2,341	$305,758

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,056,357	124,107	+0.5%	Shares	Sole	2026-07-15
2026-03-31	$15,344,726	123,469	-19.5%	Shares	Sole	2026-04-29
2025-12-31	$17,096,644	153,457	-17.2%	Shares	Sole	2026-01-23
2025-09-30	$19,100,109	185,330	+22.0%	Shares	Sole	2025-10-16
2025-06-30	$14,852,586	151,898	-27.3%	Shares	Defined	2025-08-05
2025-03-31	$18,351,796	209,042	-5.8%	Shares	Defined	2025-05-06
2024-12-31	$20,043,785	221,846	+16.6%	Shares	Defined	2025-01-14
2024-09-30	$15,357,196	190,182	+25.2%	Shares	Defined	2024-10-18
2024-06-30	$10,282,169	151,856	+9.1%	Shares	Defined	2024-07-29
2024-03-31	$8,373,738	139,168	+192.3%	Shares	Defined	2024-05-22
2023-12-31	$7,506,977	47,618	-2.7%	Shares	Defined	2024-02-12
2023-09-30	$7,822,975	48,915	-1.5%	Shares	Sole	2023-11-08
2023-06-30	$7,802,409	49,640	-2.5%	Shares	Defined	2023-08-09
2023-03-31	$7,505,057	50,899	-3.4%	Shares	Defined	2023-05-10
2022-12-31	$7,471,334	52,693	-4.8%	Shares	Defined	2023-02-06
2022-09-30	$7,177,591	55,340	-0.2%	Shares	Defined	2022-11-15
2022-06-30	$6,742,589	55,458	-4.5%	Shares	Sole	2022-08-12
2022-03-31	$8,648,529	58,075	-1.1%	Shares	Sole	2022-05-09
2021-12-31	$8,493,737	58,703	-0.7%	Shares	Sole	2022-02-11
2021-09-30	$8,238,891	59,111	-1.2%	Shares	Sole	2021-11-12
2021-06-30	$8,440,617	59,854	-3.0%	Shares	Sole	2021-08-06
2021-03-31	$8,382,754	61,715	-3.5%	Shares	Sole	2021-05-13
2020-12-31	$9,221,419	63,971	+0.3%	Shares	Sole	2021-02-11
2020-09-30	$8,920,108	63,756	-8.7%	Shares	Sole	2020-12-14
2020-06-30	$8,368,197	69,863	-26.5%	Shares	Sole	2020-08-13
2020-03-31	$10,794,004	95,001	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.