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 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.9K+ 82.66% |
$401K - $490K
|
10.8K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4.9K+ 16.71% |
$401K - $490K
|
34.2K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.9K+ 2.97% |
$400K - $489K
|
170K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.88K+ 7.77% |
$399K - $488K
|
67.7K
$7.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.87K+ 7.83% |
$399K - $487K
|
67.1K
$6.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
4.85KNew |
$397K - $485K
|
4.85K
$503K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.83K+ 173.89% |
$395K - $483K
|
7.61K
$788K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.76K+ 11.56% |
$390K - $476K
|
46K
$4.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.76K+ 83.48% |
$389K - $476K
|
10.5K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
4.73K+ 11.68% |
$386K - $472K
|
45.2K
$4.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
4.68KNew |
$383K - $468K
|
4.68K
$485K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.68K+ 8.84% |
$383K - $468K
|
57.6K
$5.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.68K+ 10.39% |
$383K - $468K
|
49.7K
$5.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
4.67KNew |
$382K - $467K
|
4.67K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.65K+ 23.09% |
$380K - $465K
|
24.8K
$2.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4.62K+ 718.66% |
$378K - $462K
|
5.26K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
4.61KNew |
$377K - $461K
|
4.61K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.56KNew |
$373K - $455K
|
4.56K
$472K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
4.55K+ 0.2% |
$372K - $455K
|
2.27M
$235M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.52K+ 17.28% |
$370K - $452K
|
30.7K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.51K+ 10.87% |
$369K - $451K
|
46K
$4.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.5KNew |
$368K - $450K
|
4.5K
$466K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.5K+ 1.41% |
$368K - $450K
|
323K
$33.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.49K+ 111.14% |
$367K - $449K
|
8.53K
$884K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.49K+ 15.72% |
$367K - $448K
|
33K
$3.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.45K+ 4.27% |
$364K - $445K
|
109K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.45K+ 8.12% |
$364K - $445K
|
59.2K
$6.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.45K+ 18.36% |
$364K - $445K
|
28.7K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.44K+ 59.78% |
$363K - $444K
|
11.9K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.4K+ 9.7% |
$360K - $440K
|
49.8K
$5.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4.38K+ 39.62% |
$359K - $438K
|
15.4K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.37K+ 13.37% |
$357K - $437K
|
37.1K
$3.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.37K+ 4.13% |
$357K - $437K
|
110K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.36K+ 6.84% |
$356K - $436K
|
68K
$7.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
4.31K+ 13.39% |
$353K - $431K
|
36.5K
$3.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.28K+ 33.08% |
$350K - $428K
|
17.2K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.26KNew |
$348K - $426K
|
4.26K
$441K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.21K+ 6.32% |
$345K - $421K
|
70.9K
$7.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.2K+ 1377.05% |
$344K - $420K
|
4.51K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
4.19KNew |
$342K - $419K
|
4.19K
$434K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.17KNew |
$341K - $417K
|
4.17K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.13K+ 38.71% |
$338K - $413K
|
14.8K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.12K+ 11.81% |
$337K - $411K
|
38.9K
$4.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.08K+ 13.2% |
$333K - $408K
|
35K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.06KNew |
$332K - $406K
|
4.06K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.06K+ 21.98% |
$332K - $406K
|
22.5K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.03K+ 41.64% |
$329K - $402K
|
13.7K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4K+ 8.3% |
$327K - $400K
|
52.2K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 20.12% |
$327K - $399K
|
23.8K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.99K+ 0.47% |
$326K - $398K
|
853K
$88.4M
|