Allen Mooney & Barnes Investment Advisors LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Allen Mooney & Barnes Investment Advisors LLC opened 7 positions, added to 16, reduced 88, sold out of 16 and left 9 unchanged. The largest increase in value was BDX (+$16,077,913); the largest decrease was XOMXXXX (-$21,855,498).
- LRCX: Country of operation United States; Class Stock; Shares 2026-03-31 1,152; Shares 2026-06-30 1,152.
- COF: Country of operation United States; Class Stock; Shares 2026-03-31 3,779; Shares 2026-06-30 3,779.
- OZK: Country of operation United States; Class Stock; Shares 2026-03-31 10,920; Shares 2026-06-30 10,920.
- PNC: Country of operation United States; Class Stock; Shares 2026-03-31 1,106; Shares 2026-06-30 1,106.
Two Form 13F-HR filings compared (SEC CIK 2001461): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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