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
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
503+ 9.94% |
$41.1K - $50.3K
|
5.56K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
500+ 0.13% |
$40.9K - $50K
|
373K
$38.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
500+ 0.36% |
$40.9K - $50K
|
140K
$14.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
500+ 2.75% |
$40.9K - $50K
|
18.7K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 1.14% |
$40.9K - $50K
|
44.2K
$4.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
498+ 1.51% |
$40.7K - $49.8K
|
33.4K
$3.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
497+ 8.68% |
$40.6K - $49.7K
|
6.22K
$645K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
492+ 5.81% |
$40.2K - $49.2K
|
8.96K
$928K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
492+ 8.7% |
$40.2K - $49.2K
|
6.15K
$637K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
490+ 3.34% |
$40.1K - $49K
|
15.2K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
490+ 13.69% |
$40.1K - $49K
|
4.07K
$422K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
489+ 7.05% |
$40K - $48.9K
|
7.42K
$769K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
488+ 10.13% |
$39.9K - $48.8K
|
5.3K
$550K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
487+ 3.22% |
$39.8K - $48.7K
|
15.6K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
486+ 2.48% |
$39.7K - $48.6K
|
20.1K
$2.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
486New |
$39.7K - $48.6K
|
486
$50.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
486+ 1.9% |
$39.7K - $48.6K
|
26K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
485+ 19.52% |
$39.7K - $48.5K
|
2.97K
$308K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
484+ 3.56% |
$39.6K - $48.4K
|
14.1K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
484+ 1.42% |
$39.6K - $48.4K
|
34.5K
$3.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
483+ 2.38% |
$39.5K - $48.3K
|
20.8K
$2.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
483+ 0.84% |
$39.5K - $48.3K
|
58.2K
$6.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
483+ 6.33% |
$39.5K - $48.3K
|
8.11K
$840K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
482+ 17.33% |
$39.4K - $48.2K
|
3.26K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
482New |
$39.4K - $48.2K
|
482
$49.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
479+ 14.06% |
$39.2K - $47.9K
|
3.89K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
479+ 6.46% |
$39.2K - $47.9K
|
7.89K
$818K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
478+ 0.65% |
$39.1K - $47.8K
|
73.8K
$7.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
478+ 2.17% |
$39.1K - $47.8K
|
22.5K
$2.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
478+ 0.96% |
$39.1K - $47.8K
|
50.2K
$5.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
478+ 758.73% |
$39.1K - $47.8K
|
541
$56.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
478+ 2.03% |
$39.1K - $47.8K
|
24.1K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
473+ 0.72% |
$38.7K - $47.3K
|
66K
$6.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
472+ 1.91% |
$38.6K - $47.2K
|
25.2K
$2.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
468New |
$38.3K - $46.8K
|
468
$48.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
466+ 17.69% |
$38.1K - $46.6K
|
3.1K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
463+ 2.91% |
$37.9K - $46.3K
|
16.4K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
462+ 13.28% |
$37.8K - $46.2K
|
3.94K
$408K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
461+ 3.21% |
$37.7K - $46.1K
|
14.8K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
458+ 3.24% |
$37.5K - $45.8K
|
14.6K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
458+ 2.99% |
$37.5K - $45.8K
|
15.8K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
453+ 8.1% |
$37.1K - $45.3K
|
6.05K
$627K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
450New |
$36.8K - $45K
|
450
$46.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
450+ 1.23% |
$36.8K - $45K
|
37K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
448+ 3.38% |
$36.6K - $44.8K
|
13.7K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
445+ 0.28% |
$36.4K - $44.5K
|
162K
$16.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
443+ 7.76% |
$36.2K - $44.3K
|
6.15K
$637K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
441+ 59.19% |
$36.1K - $44.1K
|
1.19K
$123K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
439+ 0.56% |
$35.9K - $43.9K
|
79.3K
$8.21M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
437+ 0.69% |
$35.7K - $43.7K
|
63.5K
$6.58M
|