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Allen Mooney & Barnes Investment Advisors’s Walmart Inc WMT Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$5.11M Sell
45,107
-1,491
-3% -$185K 0.78% 43
2026
Q1 		$5.79M Buy
46,598
+204
+0.4% +$25K 0.83% 40
2025
Q4 		$5.17M Buy
46,394
+19
+0% +$2.04K 0.78% 39
2025
Q3 		$4.78M Buy
46,375
+52
+0.1% +$5.18K 0.74% 39
2025
Q2 		$4.53M Buy
46,323
+116
+0.3% +$11.1K 0.74% 38
2025
Q1 		$4.06M Buy
46,207
+398
+0.9% +$37.3K 0.66% 43
2024
Q4 		$4.14M Buy
45,809
+44
+0.1% +$3.82K 0.7% 41
2024
Q3 		$3.7M Buy
45,765
+298
+0.7% +$21.9K 0.63% 42
2024
Q2 		$3.08M Buy
45,467
+289
+0.6% +$18.2K 0.55% 44
2024
Q1 		$2.71M Buy
45,178
+2,161
+5% +$124K 0.52% 47
2023
Q4 		$2.26M Buy
43,017
+225
+0.5% +$11.9K 0.43% 51
2023
Q3 		$2.28M Buy
42,792
+90
+0.2% +$4.79K 0.49% 46
2023
Q2 		$2.24M Buy
42,702
+825
+2% +$41.6K 0.5% 48
2023
Q1 		$2.06M Sell
41,877
-2,769
-6% -$131K 0.49% 51
2022
Q4 		$2.11M Hold
44,646
– – 0.51% 51
2022
Q3 		$1.93M Buy
44,646
+102
+0.2% +$4.47K 0.52% 49
2022
Q2 		$1.81M Sell
44,544
-2,199
-5% -$101K 0.46% 53
2022
Q1 		$2.32M Buy
+46,743
New +$2.19M 0.51% 51

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Allen Mooney & Barnes Investment Advisors's WMT Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Walmart Inc (WMT) stake by 3.2% in Q2 2026, selling an estimated $185K and leaving 45,107 shares worth $5.11M. The position accounts for 0.78% of the portfolio, ranked #43.

Allen Mooney & Barnes Investment Advisors first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.79M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 45,107 shares of Walmart Inc worth $5.11M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 1,491 Walmart Inc shares in Q2 2026, an estimated $185K.
  • Walmart Inc made up 0.78% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Walmart Inc position peaked at $5.79M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.