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 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
838+ 0.44% |
$68.5K - $83.8K
|
193K
$20M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
838+ 6.01% |
$68.5K - $83.8K
|
14.8K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
836+ 1.77% |
$68.4K - $83.6K
|
48K
$4.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
836+ 24.0% |
$68.4K - $83.6K
|
4.32K
$448K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
832+ 0.77% |
$68K - $83.2K
|
109K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
830+ 1.65% |
$67.9K - $83K
|
51.1K
$5.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
830+ 9.88% |
$67.9K - $83K
|
9.23K
$956K
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
829+ 20.73% |
$67.8K - $82.9K
|
4.83K
$500K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
822+ 8.22% |
$67.2K - $82.2K
|
10.8K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
816+ 0.59% |
$66.7K - $81.6K
|
139K
$14.4M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
815+ 9.97% |
$66.7K - $81.5K
|
8.99K
$932K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
815+ 20.91% |
$66.7K - $81.5K
|
4.71K
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
806+ 1.44% |
$65.9K - $80.6K
|
56.7K
$5.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
800+ 430.11% |
$65.4K - $80K
|
986
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
800New |
$65.4K - $80K
|
800
$82.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
795+ 0.54% |
$65K - $79.5K
|
147K
$15.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
794+ 13.0% |
$64.9K - $79.4K
|
6.9K
$715K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
784+ 1.08% |
$64.1K - $78.4K
|
73.3K
$7.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
782+ 13.76% |
$64K - $78.2K
|
6.47K
$670K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
780+ 53.17% |
$63.8K - $78K
|
2.25K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
776+ 24.27% |
$63.5K - $77.6K
|
3.97K
$412K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
767+ 0.8% |
$62.7K - $76.7K
|
96.2K
$9.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
766+ 5.13% |
$62.7K - $76.6K
|
15.7K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
765+ 3.52% |
$62.6K - $76.5K
|
22.5K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
765+ 0.44% |
$62.6K - $76.5K
|
176K
$18.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
763+ 1.44% |
$62.4K - $76.3K
|
53.9K
$5.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
756+ 12.79% |
$61.8K - $75.6K
|
6.67K
$691K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
751+ 6.5% |
$61.4K - $75.1K
|
12.3K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
750+ 6.73% |
$61.3K - $75K
|
11.9K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
750+ 22.6% |
$61.3K - $75K
|
4.07K
$422K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
750+ 0.65% |
$61.3K - $75K
|
116K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
744+ 5.16% |
$60.9K - $74.4K
|
15.2K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
728+ 25.18% |
$59.5K - $72.8K
|
3.62K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
726+ 3.85% |
$59.4K - $72.6K
|
19.6K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
726+ 0.9% |
$59.4K - $72.6K
|
81K
$8.4M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
724+ 1.1% |
$59.2K - $72.4K
|
66.3K
$6.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
723+ 3.46% |
$59.1K - $72.3K
|
21.6K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
723+ 3.61% |
$59.1K - $72.3K
|
20.7K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
720+ 1.38% |
$58.9K - $72K
|
52.8K
$5.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
719+ 9.09% |
$58.8K - $71.9K
|
8.63K
$894K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
719+ 3.88% |
$58.8K - $71.9K
|
19.2K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
712+ 3.59% |
$58.2K - $71.2K
|
20.5K
$2.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
707+ 5.9% |
$57.8K - $70.7K
|
12.7K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
703+ 0.54% |
$57.5K - $70.3K
|
130K
$13.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
702+ 7.23% |
$57.4K - $70.2K
|
10.4K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
701+ 0.31% |
$57.3K - $70.1K
|
229K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
699+ 1.08% |
$57.2K - $69.9K
|
65.2K
$6.76M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
694+ 0.41% |
$56.8K - $69.4K
|
171K
$17.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
690+ 2.78% |
$56.4K - $69K
|
25.5K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
690+ 1.17% |
$56.4K - $69K
|
59.7K
$6.18M
|