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 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.92K+ 9.32% |
$157K - $192K
|
22.5K
$2.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.9K+ 2.27% |
$156K - $190K
|
85.8K
$8.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.9K+ 19.13% |
$155K - $190K
|
11.8K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.88K+ 3.42% |
$154K - $188K
|
56.9K
$5.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.86K+ 5.24% |
$152K - $186K
|
37.4K
$3.88M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.86K+ 74.99% |
$152K - $186K
|
4.35K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.86K+ 12.55% |
$152K - $186K
|
16.7K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
1.85K+ 143.08% |
$151K - $185K
|
3.14K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.85K+ 16.59% |
$151K - $185K
|
13K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.84K+ 7.97% |
$150K - $184K
|
24.9K
$2.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.84K+ 98.08% |
$150K - $184K
|
3.71K
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.82K+ 2.32% |
$149K - $182K
|
80.5K
$8.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.82KNew |
$149K - $182K
|
1.82K
$189K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.81K+ 14.61% |
$148K - $181K
|
14.2K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.79K+ 3.17% |
$147K - $179K
|
58.4K
$6.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.78K+ 15.34% |
$146K - $178K
|
13.4K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.78K+ 4.14% |
$145K - $178K
|
44.7K
$4.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.77K+ 1.08% |
$145K - $177K
|
166K
$17.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.77K+ 13.49% |
$144K - $176K
|
14.8K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.76K+ 0.66% |
$144K - $176K
|
271K
$28M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.76K+ 3.87% |
$144K - $176K
|
47.2K
$4.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.76K+ 1.96% |
$144K - $176K
|
91.2K
$9.45M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.75K+ 21.5% |
$143K - $175K
|
9.9K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.75K+ 31.35% |
$143K - $175K
|
7.33K
$760K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.75K+ 28.25% |
$143K - $175K
|
7.94K
$822K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.74K+ 0.67% |
$143K - $174K
|
263K
$27.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.72K+ 2.37% |
$141K - $172K
|
74.3K
$7.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.72K+ 6.09% |
$141K - $172K
|
30K
$3.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.72K+ 11.07% |
$141K - $172K
|
17.3K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.71K+ 2.08% |
$140K - $171K
|
84.2K
$8.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.71K+ 2.71% |
$140K - $171K
|
64.7K
$6.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.7K+ 2.56% |
$139K - $170K
|
67.9K
$7.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.69K+ 21.24% |
$138K - $169K
|
9.63K
$998K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.66K+ 4.79% |
$136K - $166K
|
36.3K
$3.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.66K+ 3.97% |
$135K - $166K
|
43.4K
$4.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.65K+ 3.97% |
$135K - $165K
|
43.3K
$4.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.63K+ 18.09% |
$133K - $163K
|
10.7K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.63K+ 2.42% |
$133K - $163K
|
68.9K
$7.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.63KNew |
$133K - $163K
|
1.63K
$168K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.63K+ 6.32% |
$133K - $162K
|
27.3K
$2.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.58K+ 20.99% |
$129K - $158K
|
9.08K
$941K
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.57K+ 49.09% |
$128K - $157K
|
4.76K
$493K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.56K+ 3.22% |
$128K - $156K
|
50.1K
$5.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 2.07% |
$127K - $156K
|
76.6K
$7.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.55K+ 24.51% |
$127K - $155K
|
7.88K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.55K+ 20.0% |
$127K - $155K
|
9.31K
$965K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.55K+ 30.71% |
$127K - $155K
|
6.6K
$684K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.54K+ 11.4% |
$126K - $153K
|
15K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.53K+ 3.61% |
$125K - $153K
|
43.8K
$4.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.53K+ 2.58% |
$125K - $153K
|
60.6K
$6.28M
|