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 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
688+ 6.41% |
$56.3K - $68.8K
|
11.4K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
688+ 3.17% |
$56.3K - $68.8K
|
22.4K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
686+ 1.45% |
$56.1K - $68.6K
|
47.9K
$4.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
686+ 19.58% |
$56.1K - $68.6K
|
4.19K
$434K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
684+ 36.42% |
$55.9K - $68.4K
|
2.56K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
682+ 17.21% |
$55.8K - $68.2K
|
4.64K
$481K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
681+ 23.18% |
$55.7K - $68.1K
|
3.62K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
681+ 0.85% |
$55.7K - $68.1K
|
80.4K
$8.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
678+ 2.9% |
$55.5K - $67.8K
|
24.1K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
677+ 14.79% |
$55.4K - $67.7K
|
5.26K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
675+ 1.4% |
$55.2K - $67.5K
|
48.9K
$5.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
665+ 7.72% |
$54.4K - $66.5K
|
9.28K
$962K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
664+ 0.86% |
$54.3K - $66.4K
|
77.6K
$8.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
658+ 19.47% |
$53.8K - $65.8K
|
4.04K
$418K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
655+ 2.41% |
$53.6K - $65.5K
|
27.9K
$2.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
655+ 13.75% |
$53.6K - $65.5K
|
5.42K
$562K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
654+ 3.38% |
$53.5K - $65.4K
|
20K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
654+ 2.8% |
$53.5K - $65.4K
|
24K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
653+ 14.34% |
$53.4K - $65.3K
|
5.21K
$540K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
652+ 8.83% |
$53.3K - $65.2K
|
8.04K
$833K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
651+ 1.56% |
$53.2K - $65.1K
|
42.3K
$4.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
646+ 8.28% |
$52.8K - $64.6K
|
8.45K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
646+ 2.82% |
$52.8K - $64.6K
|
23.6K
$2.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
637+ 22.82% |
$52.1K - $63.7K
|
3.43K
$355K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
637+ 17.25% |
$52.1K - $63.7K
|
4.33K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
636+ 21.57% |
$52K - $63.6K
|
3.58K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
636+ 2.16% |
$52K - $63.6K
|
30K
$3.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
636New |
$52K - $63.6K
|
636
$65.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
635+ 7.6% |
$51.9K - $63.5K
|
8.99K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
632+ 1.05% |
$51.7K - $63.2K
|
61.1K
$6.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
632+ 10.5% |
$51.7K - $63.2K
|
6.65K
$689K
|
|
|
Jul 28, 2025
Q2 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
630+ 113.51% |
$51.5K - $63K
|
1.19K
$123K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
625+ 8.95% |
$51.1K - $62.5K
|
7.61K
$788K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
620+ 2.4% |
$50.7K - $62K
|
26.4K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
620+ 0.18% |
$50.7K - $62K
|
337K
$34.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
619+ 8.26% |
$50.6K - $61.9K
|
8.12K
$841K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
615+ 0.4% |
$50.3K - $61.5K
|
155K
$16.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
614+ 2.94% |
$50.2K - $61.4K
|
21.5K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
612+ 3.09% |
$50.1K - $61.2K
|
20.4K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
612+ 1.53% |
$50.1K - $61.2K
|
40.7K
$4.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
608+ 2.26% |
$49.7K - $60.8K
|
27.5K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
607+ 0.53% |
$49.6K - $60.7K
|
115K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
605+ 9.27% |
$49.5K - $60.5K
|
7.13K
$739K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
604+ 23.22% |
$49.4K - $60.4K
|
3.21K
$332K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
602+ 2.57% |
$49.2K - $60.2K
|
24K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
601+ 11.94% |
$49.2K - $60.1K
|
5.63K
$584K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
600+ 12.25% |
$49.1K - $60K
|
5.5K
$570K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
599+ 17.64% |
$49K - $59.9K
|
3.99K
$414K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
597+ 1.63% |
$48.8K - $59.7K
|
37.2K
$3.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
595+ 10.46% |
$48.7K - $59.5K
|
6.28K
$651K
|