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 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.67K+ 9.78% |
$218K - $267K
|
30K
$3.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
2.64K+ 1.9% |
$216K - $264K
|
141K
$14.7M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.64KNew |
$216K - $264K
|
2.64K
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
2.62KNew |
$214K - $262K
|
2.62K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.61K+ 67.12% |
$213K - $261K
|
6.49K
$673K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.6K+ 4.02% |
$213K - $260K
|
67.4K
$6.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.6K+ 23.91% |
$212K - $260K
|
13.5K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.59K+ 7.24% |
$211K - $258K
|
38.3K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.58K+ 82.95% |
$211K - $258K
|
5.69K
$589K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.57KNew |
$210K - $257K
|
2.57K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.57KNew |
$210K - $257K
|
2.57K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.57KNew |
$210K - $257K
|
2.57K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.56KNew |
$209K - $256K
|
2.56K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.55KNew |
$209K - $255K
|
2.55K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.55K+ 10.17% |
$208K - $255K
|
27.6K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.54KNew |
$208K - $254K
|
2.54K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.53K+ 76.04% |
$207K - $253K
|
5.86K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.52KNew |
$206K - $252K
|
2.52K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.5KNew |
$204K - $250K
|
2.5K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.47K+ 6.96% |
$202K - $247K
|
38K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.47KNew |
$202K - $247K
|
2.47K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.47K+ 10.22% |
$202K - $247K
|
26.6K
$2.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.47K+ 1.17% |
$202K - $247K
|
213K
$22M
|
|
|
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 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.42K+ 57.52% |
$198K - $242K
|
6.62K
$686K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.42K+ 13.33% |
$198K - $242K
|
20.6K
$2.13M
|
|
|
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 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.41KNew |
$197K - $241K
|
2.41K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.41K+ 1.94% |
$197K - $241K
|
127K
$13.1M
|
|
|
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
|