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 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.12KNew |
$173K - $212K
|
2.12K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.12KNew |
$173K - $211K
|
2.12K
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$173K - $211K
|
2.11K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.11KNew |
$172K - $211K
|
2.11K
$218K
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
2.11KNew |
$172K - $211K
|
2.11K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.11KNew |
$172K - $210K
|
2.11K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
2.1KNew |
$172K - $210K
|
2.1K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.1KNew |
$172K - $210K
|
2.1K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
2.1KNew |
$172K - $210K
|
2.1K
$218K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
2.1KNew |
$172K - $210K
|
2.1K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.1KNew |
$171K - $210K
|
2.1K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
2.09K+ 2.4% |
$171K - $209K
|
89.2K
$9.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
2.09KNew |
$171K - $209K
|
2.09K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.09K+ 8.75% |
$171K - $209K
|
26K
$2.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.09KNew |
$171K - $209K
|
2.09K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
2.09KNew |
$171K - $209K
|
2.09K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.09KNew |
$171K - $209K
|
2.09K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
2.09K+ 6.93% |
$171K - $209K
|
32.2K
$3.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.08K+ 4.14% |
$170K - $208K
|
52.4K
$5.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.08KNew |
$170K - $208K
|
2.08K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.08KNew |
$170K - $208K
|
2.08K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
2.08K+ 5.12% |
$170K - $208K
|
42.6K
$4.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
2.08KNew |
$170K - $207K
|
2.08K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.07K+ 12.74% |
$169K - $207K
|
18.3K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
2.06KNew |
$169K - $206K
|
2.06K
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.06KNew |
$169K - $206K
|
2.06K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$168K - $206K
|
2.06K
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.06K+ 52.14% |
$168K - $206K
|
6K
$622K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.06KNew |
$168K - $205K
|
2.06K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.05KNew |
$168K - $205K
|
2.05K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.05KNew |
$168K - $205K
|
2.05K
$213K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.05K+ 28.43% |
$167K - $205K
|
9.25K
$958K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.04K+ 10.12% |
$167K - $204K
|
22.2K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
2.02K+ 73.73% |
$165K - $202K
|
4.76K
$493K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.02K+ 14.67% |
$165K - $202K
|
15.8K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.01K+ 12.69% |
$164K - $201K
|
17.9K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.01K+ 39.24% |
$164K - $201K
|
7.12K
$738K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2K+ 3.77% |
$164K - $200K
|
55.1K
$5.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
2K+ 9.7% |
$163K - $200K
|
22.6K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.98K+ 9.63% |
$162K - $198K
|
22.6K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.98K+ 26.47% |
$162K - $198K
|
9.47K
$981K
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
1.98K+ 8.48% |
$162K - $198K
|
25.3K
$2.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.98K+ 7.87% |
$162K - $198K
|
27.1K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.97K+ 69.64% |
$161K - $197K
|
4.79K
$497K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.96KNew |
$161K - $196K
|
1.96K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.96K+ 3.6% |
$160K - $196K
|
56.4K
$5.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.95K+ 8.49% |
$159K - $195K
|
24.9K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.94K+ 11.64% |
$159K - $194K
|
18.6K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.93K+ 6.39% |
$158K - $193K
|
32.2K
$3.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.93K+ 3.83% |
$158K - $193K
|
52.3K
$5.42M
|