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 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
486+ 1.9% |
$39.7K - $48.6K
|
26K
$2.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
486New |
$39.7K - $48.6K
|
486
$50.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
486+ 2.48% |
$39.7K - $48.6K
|
20.1K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
485+ 19.52% |
$39.7K - $48.5K
|
2.97K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
484+ 1.42% |
$39.6K - $48.4K
|
34.5K
$3.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
484+ 3.56% |
$39.6K - $48.4K
|
14.1K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
483+ 6.33% |
$39.5K - $48.3K
|
8.11K
$840K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
483+ 0.84% |
$39.5K - $48.3K
|
58.2K
$6.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
483+ 2.38% |
$39.5K - $48.3K
|
20.8K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
482+ 17.33% |
$39.4K - $48.2K
|
3.26K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
482New |
$39.4K - $48.2K
|
482
$49.9K
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
479+ 6.46% |
$39.2K - $47.9K
|
7.89K
$818K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
479+ 14.06% |
$39.2K - $47.9K
|
3.89K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
478+ 2.03% |
$39.1K - $47.8K
|
24.1K
$2.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
478+ 758.73% |
$39.1K - $47.8K
|
541
$56.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
478+ 0.96% |
$39.1K - $47.8K
|
50.2K
$5.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
478+ 2.17% |
$39.1K - $47.8K
|
22.5K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
478+ 0.65% |
$39.1K - $47.8K
|
73.8K
$7.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
473+ 0.72% |
$38.7K - $47.3K
|
66K
$6.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
472+ 1.91% |
$38.6K - $47.2K
|
25.2K
$2.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
468New |
$38.3K - $46.8K
|
468
$48.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
466+ 17.69% |
$38.1K - $46.6K
|
3.1K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
463+ 2.91% |
$37.9K - $46.3K
|
16.4K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
462+ 13.28% |
$37.8K - $46.2K
|
3.94K
$408K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
461+ 3.21% |
$37.7K - $46.1K
|
14.8K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
458+ 2.99% |
$37.5K - $45.8K
|
15.8K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
458+ 3.24% |
$37.5K - $45.8K
|
14.6K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
453+ 8.1% |
$37.1K - $45.3K
|
6.05K
$627K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
450+ 1.23% |
$36.8K - $45K
|
37K
$3.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
450New |
$36.8K - $45K
|
450
$46.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
448+ 3.38% |
$36.6K - $44.8K
|
13.7K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
445+ 0.28% |
$36.4K - $44.5K
|
162K
$16.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
443+ 7.76% |
$36.2K - $44.3K
|
6.15K
$637K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
441+ 59.19% |
$36.1K - $44.1K
|
1.19K
$123K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
439+ 0.56% |
$35.9K - $43.9K
|
79.3K
$8.21M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
437+ 0.69% |
$35.7K - $43.7K
|
63.5K
$6.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
436+ 3.65% |
$35.7K - $43.6K
|
12.4K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
433+ 7.4% |
$35.4K - $43.3K
|
6.28K
$651K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
429+ 7.88% |
$35.1K - $42.9K
|
5.87K
$608K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
427+ 1.56% |
$34.9K - $42.7K
|
27.8K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
426+ 5.79% |
$34.8K - $42.6K
|
7.79K
$807K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
426+ 13.28% |
$34.8K - $42.6K
|
3.64K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
425+ 1.01% |
$34.8K - $42.5K
|
42.7K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
424+ 2.61% |
$34.7K - $42.4K
|
16.7K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
423+ 5.9% |
$34.6K - $42.3K
|
7.59K
$787K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
423+ 6.0% |
$34.6K - $42.3K
|
7.48K
$775K
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
422+ 3.1% |
$34.5K - $42.2K
|
14K
$1.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
420+ 31.53% |
$34.4K - $42K
|
1.75K
$182K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
420+ 9.7% |
$34.4K - $42K
|
4.75K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
420+ 43.25% |
$34.4K - $42K
|
1.39K
$144K
|