Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.47KNew |
$202K - $247K
|
2.47K
$256K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.47K+ 1.17% |
$202K - $247K
|
213K
$22M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.47K+ 10.22% |
$202K - $247K
|
26.6K
$2.76M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2.46K+ 7.18% |
$201K - $246K
|
36.8K
$3.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.45KNew |
$200K - $245K
|
2.45K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.45K+ 16.72% |
$200K - $245K
|
17.1K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.44K+ 7.62% |
$200K - $244K
|
34.5K
$3.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.44K+ 5.08% |
$199K - $244K
|
50.4K
$5.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.44KNew |
$199K - $243K
|
2.44K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.43KNew |
$199K - $243K
|
2.43K
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.42K+ 13.33% |
$198K - $242K
|
20.6K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.42K+ 57.52% |
$198K - $242K
|
6.62K
$686K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.42KNew |
$198K - $242K
|
2.42K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.41K+ 7.55% |
$197K - $241K
|
34.4K
$3.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.41K+ 1.94% |
$197K - $241K
|
127K
$13.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.41KNew |
$197K - $241K
|
2.41K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.4K+ 3.33% |
$196K - $240K
|
74.6K
$7.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 65.15% |
$196K - $239K
|
6.07K
$629K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.39KNew |
$195K - $239K
|
2.39K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.39KNew |
$195K - $239K
|
2.39K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.39K+ 2.28% |
$195K - $239K
|
107K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.38KNew |
$195K - $238K
|
2.38K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
2.38KNew |
$194K - $238K
|
2.38K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
2.38K+ 40.87% |
$194K - $238K
|
8.19K
$849K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
2.37KNew |
$194K - $237K
|
2.37K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.37KNew |
$193K - $236K
|
2.37K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.36KNew |
$193K - $236K
|
2.36K
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.36KNew |
$193K - $236K
|
2.36K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.35K+ 0.13% |
$193K - $235K
|
1.89M
$195M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.34KNew |
$191K - $234K
|
2.34K
$242K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.3K+ 0.71% |
$188K - $230K
|
327K
$33.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.3KNew |
$188K - $230K
|
2.3K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.3KNew |
$188K - $230K
|
2.3K
$238K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
2.28K+ 0.64% |
$186K - $228K
|
360K
$37.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$186K - $228K
|
2.28K
$236K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.28KNew |
$186K - $228K
|
2.28K
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
2.27KNew |
$186K - $227K
|
2.27K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.27KNew |
$186K - $227K
|
2.27K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.27KNew |
$185K - $227K
|
2.27K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.26KNew |
$185K - $226K
|
2.26K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.26KNew |
$185K - $226K
|
2.26K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
2.26KNew |
$185K - $226K
|
2.26K
$234K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.26K+ 7.92% |
$185K - $226K
|
30.8K
$3.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.25KNew |
$184K - $225K
|
2.25K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.25KNew |
$184K - $225K
|
2.25K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.25K+ 432.12% |
$184K - $225K
|
2.77K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.25K+ 2.53% |
$184K - $225K
|
91K
$9.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.25KNew |
$184K - $225K
|
2.25K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.24K+ 76.18% |
$183K - $224K
|
5.19K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.24KNew |
$183K - $224K
|
2.24K
$232K
|