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 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1K+ 17.35% |
$82K - $100K
|
6.78K
$702K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1K+ 33.33% |
$81.8K - $100K
|
4K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
996+ 25.64% |
$81.5K - $99.6K
|
4.88K
$506K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
992+ 37.03% |
$81.1K - $99.2K
|
3.67K
$380K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
992+ 12.43% |
$81.1K - $99.2K
|
8.97K
$929K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
992+ 41.91% |
$81.1K - $99.2K
|
3.36K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
989+ 17.22% |
$80.9K - $98.9K
|
6.73K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
984+ 4.36% |
$80.5K - $98.4K
|
23.5K
$2.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
982+ 3.15% |
$80.3K - $98.2K
|
32.2K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
976+ 79.74% |
$79.8K - $97.6K
|
2.2K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
970+ 1.32% |
$79.3K - $97K
|
74.2K
$7.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
968+ 2.26% |
$79.2K - $96.8K
|
43.9K
$4.55M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
963+ 2.39% |
$78.8K - $96.3K
|
41.3K
$4.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
962+ 17.4% |
$78.7K - $96.2K
|
6.49K
$672K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
962+ 3.2% |
$78.7K - $96.2K
|
31K
$3.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
960+ 0.66% |
$78.5K - $96K
|
147K
$15.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
955+ 3.92% |
$78.1K - $95.5K
|
25.3K
$2.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
955+ 8.5% |
$78.1K - $95.5K
|
12.2K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
954+ 20.73% |
$78K - $95.4K
|
5.56K
$576K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
951+ 0.07% |
$77.8K - $95.1K
|
1.36M
$140M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
949+ 0.24% |
$77.6K - $94.9K
|
394K
$40.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
947+ 36.88% |
$77.5K - $94.7K
|
3.52K
$364K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
946+ 7.1% |
$77.4K - $94.6K
|
14.3K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
945+ 5.82% |
$77.3K - $94.5K
|
17.2K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
945+ 157.5% |
$77.3K - $94.5K
|
1.55K
$160K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
943+ 1.32% |
$77.1K - $94.3K
|
72.2K
$7.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
943+ 1.41% |
$77.1K - $94.3K
|
67.6K
$7.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
937+ 4.44% |
$76.6K - $93.7K
|
22.1K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
937New |
$76.6K - $93.7K
|
937
$97.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
933+ 6.09% |
$76.3K - $93.3K
|
16.3K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
930+ 16.73% |
$76.1K - $93K
|
6.49K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
930+ 2.05% |
$76.1K - $93K
|
46.4K
$4.81M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
925+ 5.24% |
$75.7K - $92.5K
|
18.6K
$1.92M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
923+ 25.59% |
$75.5K - $92.3K
|
4.53K
$469K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
919+ 6.84% |
$75.2K - $91.9K
|
14.4K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
919+ 3.42% |
$75.2K - $91.9K
|
27.8K
$2.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
913+ 9.77% |
$74.7K - $91.3K
|
10.3K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
910+ 3.3% |
$74.4K - $91K
|
28.5K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
906+ 1.38% |
$74.1K - $90.6K
|
66.4K
$6.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
904+ 1.31% |
$73.9K - $90.4K
|
69.7K
$7.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
903+ 32.34% |
$73.9K - $90.3K
|
3.7K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
890+ 13.78% |
$72.8K - $89K
|
7.35K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
890+ 15.8% |
$72.8K - $89K
|
6.52K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
883+ 17.34% |
$72.2K - $88.3K
|
5.97K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
880+ 10.66% |
$72K - $88K
|
9.14K
$947K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
877+ 10.77% |
$71.7K - $87.7K
|
9.02K
$935K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
853+ 2.18% |
$69.8K - $85.3K
|
40K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
847+ 1.19% |
$69.3K - $84.7K
|
72.1K
$7.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
845+ 10.28% |
$69.1K - $84.5K
|
9.06K
$939K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
841+ 18.26% |
$68.8K - $84.1K
|
5.45K
$564K
|