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 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.2K+ 27.02% |
$98.1K - $120K
|
5.64K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.2K+ 4.1% |
$98.1K - $120K
|
30.4K
$3.16M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.2K+ 5.98% |
$97.9K - $120K
|
21.2K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.19K+ 8.99% |
$96.9K - $118K
|
14.4K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.18K+ 10.28% |
$96.5K - $118K
|
12.7K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.17K+ 15.42% |
$95.4K - $117K
|
8.74K
$905K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.16K+ 70.8% |
$94.8K - $116K
|
2.8K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
1.16K+ 13.71% |
$94.8K - $116K
|
9.62K
$996K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.16K+ 9.27% |
$94.8K - $116K
|
13.7K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.15K+ 36.06% |
$94.2K - $115K
|
4.35K
$450K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.15K+ 8.36% |
$94K - $115K
|
14.9K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.15K+ 7.64% |
$94K - $115K
|
16.2K
$1.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.15K+ 34.54% |
$93.6K - $114K
|
4.46K
$462K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.14K+ 3.62% |
$93.3K - $114K
|
32.6K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.13K+ 1.19% |
$92.3K - $113K
|
96K
$9.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.12K+ 0.3% |
$91.2K - $111K
|
370K
$38.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.11K+ 0.51% |
$90.4K - $110K
|
217K
$22.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.11K+ 3.48% |
$90.4K - $110K
|
32.9K
$3.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.1K+ 8.23% |
$89.7K - $110K
|
14.4K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.1K+ 9.64% |
$89.7K - $110K
|
12.5K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.1KNew |
$89.6K - $109K
|
1.1K
$113K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.09K+ 4.77% |
$88.7K - $108K
|
23.8K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.08K+ 5.01% |
$88.6K - $108K
|
22.7K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.08K+ 0.97% |
$88.4K - $108K
|
113K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.08K+ 14.11% |
$88.3K - $108K
|
8.73K
$905K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.07K+ 13.29% |
$87.8K - $107K
|
9.15K
$948K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.07K+ 4.58% |
$87.5K - $107K
|
24.4K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 2.34% |
$87.5K - $107K
|
46.8K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.07K+ 12.66% |
$87.4K - $107K
|
9.51K
$986K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.07K+ 44.76% |
$87.4K - $107K
|
3.45K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.07K+ 36.51% |
$87.1K - $106K
|
3.98K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
1.06K+ 1.45% |
$86.8K - $106K
|
74K
$7.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.06K+ 2.17% |
$86.5K - $106K
|
49.7K
$5.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.06K+ 3.82% |
$86.5K - $106K
|
28.7K
$2.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.06K+ 12.54% |
$86.3K - $105K
|
9.47K
$981K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
1.05K+ 11.71% |
$86.1K - $105K
|
10K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.05K+ 1.16% |
$85.7K - $105K
|
91.3K
$9.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 39.2% |
$85.6K - $105K
|
3.72K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 5.59% |
$85.2K - $104K
|
19.7K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.04K+ 0.32% |
$85.1K - $104K
|
323K
$33.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.04K+ 1.19% |
$85.1K - $104K
|
88.8K
$9.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.04K+ 3.82% |
$84.8K - $104K
|
28.2K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.04K+ 1.64% |
$84.8K - $104K
|
64.4K
$6.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.03K+ 0.54% |
$84.3K - $103K
|
191K
$19.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.02K+ 6.77% |
$83.7K - $102K
|
16.1K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.02K+ 28.2% |
$83.1K - $102K
|
4.62K
$479K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.01K+ 0.81% |
$82.9K - $101K
|
126K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.01K+ 4.13% |
$82.2K - $100K
|
25.3K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.01K+ 0.47% |
$82.2K - $100K
|
214K
$22.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1K+ 3.47% |
$82.1K - $100K
|
30K
$3.11M
|