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 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.3K+ 0.71% |
$188K - $230K
|
327K
$33.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.3KNew |
$188K - $230K
|
2.3K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.3KNew |
$188K - $230K
|
2.3K
$238K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
2.28K+ 0.64% |
$186K - $228K
|
360K
$37.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$186K - $228K
|
2.28K
$236K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.28KNew |
$186K - $228K
|
2.28K
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
2.27KNew |
$186K - $227K
|
2.27K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.27KNew |
$186K - $227K
|
2.27K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.27KNew |
$185K - $227K
|
2.27K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.26K+ 7.92% |
$185K - $226K
|
30.8K
$3.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.26KNew |
$185K - $226K
|
2.26K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
2.26KNew |
$185K - $226K
|
2.26K
$234K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.26KNew |
$185K - $226K
|
2.26K
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.25KNew |
$184K - $225K
|
2.25K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.25KNew |
$184K - $225K
|
2.25K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.25KNew |
$184K - $225K
|
2.25K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.25K+ 2.53% |
$184K - $225K
|
91K
$9.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.25K+ 432.12% |
$184K - $225K
|
2.77K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.24K+ 76.18% |
$183K - $224K
|
5.19K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.24KNew |
$183K - $224K
|
2.24K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
2.22KNew |
$182K - $222K
|
2.22K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2.22KNew |
$181K - $222K
|
2.22K
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 1.68% |
$181K - $222K
|
134K
$13.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
2.21K+ 6.7% |
$181K - $221K
|
35.2K
$3.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.21KNew |
$181K - $221K
|
2.21K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.19KNew |
$179K - $219K
|
2.19K
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.19K+ 1.55% |
$179K - $219K
|
143K
$14.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.19KNew |
$179K - $219K
|
2.19K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
2.19KNew |
$179K - $219K
|
2.19K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.19KNew |
$179K - $219K
|
2.19K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
2.19KNew |
$179K - $218K
|
2.19K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
2.18KNew |
$179K - $218K
|
2.18K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.18KNew |
$178K - $218K
|
2.18K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.18K+ 9.78% |
$178K - $218K
|
24.5K
$2.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.17K+ 4.49% |
$177K - $217K
|
50.4K
$5.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.17KNew |
$177K - $217K
|
2.17K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2.16KNew |
$177K - $216K
|
2.16K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.15K+ 16.73% |
$176K - $215K
|
15K
$1.55M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 18.88% |
$176K - $215K
|
13.5K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.15K+ 21.14% |
$176K - $215K
|
12.3K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.14KNew |
$175K - $214K
|
2.14K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.14K+ 20.66% |
$175K - $214K
|
12.5K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
2.14KNew |
$175K - $214K
|
2.14K
$222K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.14KNew |
$175K - $214K
|
2.14K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.13KNew |
$175K - $213K
|
2.13K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.13KNew |
$174K - $213K
|
2.13K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
2.13KNew |
$174K - $213K
|
2.13K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.13KNew |
$174K - $213K
|
2.13K
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.12KNew |
$173K - $212K
|
2.12K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.12KNew |
$173K - $212K
|
2.12K
$219K
|