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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.27K+ 12.71% |
$267K - $327K
|
29K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3.25KNew |
$266K - $325K
|
3.25K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.25K+ 5.11% |
$265K - $324K
|
66.8K
$6.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.24K+ 14.34% |
$265K - $323K
|
25.8K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.22K+ 32.69% |
$264K - $322K
|
13.1K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3.2K+ 11.63% |
$261K - $320K
|
30.7K
$3.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 16.03% |
$261K - $319K
|
23.1K
$2.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 18.28% |
$260K - $317K
|
20.5K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.18K+ 1.65% |
$260K - $317K
|
196K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.17KNew |
$260K - $317K
|
3.17K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.17K+ 2.25% |
$259K - $317K
|
144K
$15M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.17K+ 3.26% |
$259K - $316K
|
100K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.15KNew |
$258K - $315K
|
3.15K
$327K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 3.96% |
$255K - $312K
|
81.9K
$8.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.11K+ 15.9% |
$254K - $310K
|
22.6K
$2.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.1K+ 2.47% |
$253K - $309K
|
128K
$13.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.09KNew |
$253K - $309K
|
3.09K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.08K+ 15.99% |
$252K - $308K
|
22.3K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
3.07K+ 10.91% |
$251K - $307K
|
31.3K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.04K+ 953.29% |
$249K - $304K
|
3.36K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.01K+ 2.98% |
$246K - $301K
|
104K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
3KNew |
$245K - $300K
|
3K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3K+ 1.03% |
$245K - $300K
|
295K
$30.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.99KNew |
$244K - $299K
|
2.99K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.98K+ 0.99% |
$244K - $298K
|
304K
$31.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.98KNew |
$243K - $298K
|
2.98K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.96KNew |
$242K - $296K
|
2.96K
$307K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.96K+ 12.01% |
$242K - $296K
|
27.6K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.96K+ 0.27% |
$242K - $296K
|
1.12M
$116M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
2.95K+ 12.74% |
$241K - $295K
|
26.1K
$2.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.93K+ 8.84% |
$240K - $293K
|
36.1K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
2.9K+ 1.49% |
$237K - $290K
|
197K
$20.4M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.86K+ 12.83% |
$234K - $286K
|
25.2K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
2.86K+ 1.48% |
$234K - $286K
|
196K
$20.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.86K+ 114.97% |
$234K - $286K
|
5.34K
$554K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.85K+ 9.27% |
$233K - $285K
|
33.6K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
2.84KNew |
$232K - $283K
|
2.84K
$294K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.81K+ 1.64% |
$230K - $281K
|
175K
$18.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.8K+ 33.56% |
$229K - $280K
|
11.2K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.8KNew |
$229K - $279K
|
2.8K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
2.79K+ 165.62% |
$229K - $279K
|
4.48K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.79K+ 4.4% |
$228K - $279K
|
66.1K
$6.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.78K+ 3.37% |
$227K - $278K
|
85.3K
$8.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.74K+ 3.7% |
$224K - $274K
|
76.7K
$7.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
2.74K+ 15.84% |
$224K - $273K
|
20K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.73K+ 4.72% |
$223K - $273K
|
60.5K
$6.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.7K+ 6.17% |
$221K - $270K
|
46.4K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.68K+ 3.81% |
$219K - $268K
|
73K
$7.57M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.68KNew |
$219K - $268K
|
2.68K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.68K+ 3.21% |
$219K - $268K
|
86.2K
$8.93M
|