Purchases and Sales Made in Q2 2025 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q2 2025. The information is specifically focused on institutions that hold shares of Walmart Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.01K+ 92.68% |
$491K - $600K
|
12.5K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
6K+ 34.39% |
$491K - $600K
|
23.5K
$2.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6KNew |
$490K - $599K
|
6K
$621K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.98K+ 18.55% |
$489K - $598K
|
38.2K
$3.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.97K+ 44.71% |
$488K - $597K
|
19.3K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.96K+ 0.78% |
$487K - $595K
|
771K
$79.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.94K+ 4.03% |
$486K - $593K
|
153K
$15.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.88K+ 44.3% |
$481K - $587K
|
19.1K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.86KNew |
$480K - $586K
|
5.86K
$608K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.86K+ 248.07% |
$479K - $586K
|
8.22K
$852K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.85K+ 45.44% |
$478K - $584K
|
18.7K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
5.83K+ 12.94% |
$477K - $582K
|
50.9K
$5.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.76KNew |
$471K - $576K
|
5.76K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.75KNew |
$471K - $575K
|
5.75K
$596K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.75K+ 19.5% |
$470K - $575K
|
35.2K
$3.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.73KNew |
$468K - $573K
|
5.73K
$593K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.69K+ 2.48% |
$465K - $569K
|
235K
$24.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.68K+ 29.62% |
$465K - $568K
|
24.9K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
5.68K+ 89.32% |
$464K - $568K
|
12K
$1.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
5.57KNew |
$456K - $557K
|
5.57K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
5.54K+ 42.39% |
$453K - $554K
|
18.6K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.53K+ 74.02% |
$452K - $553K
|
13K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.51K+ 2.88% |
$450K - $551K
|
196K
$20.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
5.5K+ 235.45% |
$450K - $550K
|
7.84K
$812K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
5.49K+ 0.8% |
$449K - $549K
|
693K
$71.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
5.47K+ 7.74% |
$448K - $547K
|
76.2K
$7.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.41K+ 8.98% |
$442K - $541K
|
65.6K
$6.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.4K+ 22.77% |
$442K - $540K
|
29.1K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Freemont Management S.A.
|
BUY
|
- |
5.4K+ 30.34% |
$442K - $540K
|
23.2K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
5.4K+ 7.71% |
$442K - $540K
|
75.4K
$7.81M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.3K+ 54.16% |
$434K - $530K
|
15.1K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.3K+ 11.27% |
$433K - $529K
|
52.3K
$5.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
5.29KNew |
$433K - $529K
|
5.29K
$548K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.28K+ 13.7% |
$432K - $528K
|
43.9K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.23K+ 8.14% |
$428K - $523K
|
69.5K
$7.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.2K+ 12.0% |
$426K - $520K
|
48.6K
$5.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
5.19K+ 129675.0% |
$424K - $519K
|
5.19K
$538K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
5.14KNew |
$420K - $514K
|
5.14K
$533K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
5.11K+ 18.39% |
$418K - $511K
|
32.9K
$3.41M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.09K+ 3.01% |
$416K - $508K
|
174K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
5.08K+ 20.71% |
$415K - $508K
|
29.6K
$3.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.08K+ 9.87% |
$415K - $507K
|
56.5K
$5.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.07K+ 85.02% |
$415K - $507K
|
11K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5.04K+ 27.08% |
$412K - $504K
|
23.6K
$2.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.03KNew |
$411K - $503K
|
5.03K
$521K
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
5.03KNew |
$411K - $502K
|
5.03K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5.02KNew |
$411K - $502K
|
5.02K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.98K+ 0.18% |
$407K - $497K
|
2.8M
$290M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.94K+ 109.2% |
$404K - $494K
|
9.46K
$980K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.92K+ 2.62% |
$403K - $492K
|
193K
$20M
|