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
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 1.06% |
$124K - $151K
|
145K
$15M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
1.51K+ 22.78% |
$124K - $151K
|
8.14K
$843K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$123K - $151K
|
1.51K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.49K+ 38.97% |
$122K - $149K
|
5.31K
$550K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.48K+ 23.19% |
$121K - $148K
|
7.86K
$815K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
1.47K+ 4.59% |
$120K - $147K
|
33.5K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.47K+ 61.82% |
$120K - $147K
|
3.85K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.47K+ 20.57% |
$120K - $147K
|
8.6K
$891K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.46K+ 39.69% |
$119K - $146K
|
5.12K
$531K
|
|
|
Jul 29, 2025
Q2 2025
|
Community Bank Of Raymore
|
BUY
|
- |
1.45K+ 54.8% |
$119K - $145K
|
4.1K
$424K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.44K+ 7.0% |
$118K - $144K
|
22K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
1.44K+ 2.42% |
$118K - $144K
|
61K
$6.32M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.42K+ 15.44% |
$116K - $142K
|
10.6K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.39K+ 15.39% |
$114K - $139K
|
10.4K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.39K+ 0.79% |
$113K - $139K
|
178K
$18.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.38K+ 2.6% |
$113K - $138K
|
54.5K
$5.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.37K+ 2.21% |
$112K - $137K
|
63.4K
$6.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.35K+ 5.87% |
$111K - $135K
|
24.4K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.35K+ 1.63% |
$111K - $135K
|
84.4K
$8.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.35K+ 23.6% |
$111K - $135K
|
7.09K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 1.88% |
$110K - $135K
|
73.2K
$7.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.34K+ 13.72% |
$109K - $133K
|
11.1K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
1.33K+ 1.82% |
$109K - $133K
|
74.4K
$7.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 5.46% |
$109K - $133K
|
25.7K
$2.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.33K+ 0.66% |
$109K - $133K
|
204K
$21.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.32K+ 22.5% |
$108K - $132K
|
7.19K
$745K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.32K+ 1.55% |
$108K - $132K
|
86.5K
$8.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 6.85% |
$107K - $131K
|
20.5K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.31K+ 1.23% |
$107K - $131K
|
108K
$11.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.3K+ 2.23% |
$106K - $130K
|
59.7K
$6.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$106K - $129K
|
1.29K
$134K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.29K+ 9.56% |
$105K - $129K
|
14.7K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
1.28K+ 10.14% |
$105K - $128K
|
13.9K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 19.26% |
$104K - $127K
|
7.88K
$817K
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.26K+ 0.65% |
$103K - $126K
|
196K
$20.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.26K+ 0.81% |
$103K - $126K
|
156K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.26K+ 2.09% |
$103K - $126K
|
61.4K
$6.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.25K+ 4.01% |
$102K - $125K
|
32.4K
$3.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.24K+ 13.53% |
$102K - $124K
|
10.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.24K+ 2.37% |
$102K - $124K
|
53.7K
$5.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.24K+ 1.27% |
$102K - $124K
|
99.3K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.24K+ 4.19% |
$101K - $124K
|
30.8K
$3.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 1.86% |
$101K - $123K
|
67.5K
$6.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.23K+ 10.31% |
$101K - $123K
|
13.2K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.23K+ 4.79% |
$101K - $123K
|
26.9K
$2.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.22K+ 3.12% |
$99.9K - $122K
|
40.4K
$4.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.22K+ 7.03% |
$99.9K - $122K
|
18.6K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.22K+ 9.1% |
$99.7K - $122K
|
14.6K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.22K+ 8.26% |
$99.5K - $122K
|
15.9K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 19.58% |
$99.5K - $122K
|
7.43K
$770K
|