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 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
436+ 3.65% |
$35.7K - $43.6K
|
12.4K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
433+ 7.4% |
$35.4K - $43.3K
|
6.28K
$651K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
429+ 7.88% |
$35.1K - $42.9K
|
5.87K
$608K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
427+ 1.56% |
$34.9K - $42.7K
|
27.8K
$2.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
426+ 13.28% |
$34.8K - $42.6K
|
3.64K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
426+ 5.79% |
$34.8K - $42.6K
|
7.79K
$807K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
425+ 1.01% |
$34.8K - $42.5K
|
42.7K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
424+ 2.61% |
$34.7K - $42.4K
|
16.7K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
423+ 6.0% |
$34.6K - $42.3K
|
7.48K
$775K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
423+ 5.9% |
$34.6K - $42.3K
|
7.59K
$787K
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
422+ 3.1% |
$34.5K - $42.2K
|
14K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
420+ 6.59% |
$34.4K - $42K
|
6.79K
$704K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
420+ 43.25% |
$34.4K - $42K
|
1.39K
$144K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
420+ 9.7% |
$34.4K - $42K
|
4.75K
$492K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
420+ 31.53% |
$34.4K - $42K
|
1.75K
$182K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
419+ 0.73% |
$34.3K - $41.9K
|
57.8K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
419+ 4.39% |
$34.3K - $41.9K
|
9.96K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
418+ 7.87% |
$34.2K - $41.8K
|
5.73K
$593K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
417+ 1.57% |
$34.1K - $41.7K
|
27K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
415+ 126.14% |
$33.9K - $41.5K
|
744
$77.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
414+ 62.63% |
$33.9K - $41.4K
|
1.08K
$111K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
414+ 0.03% |
$33.9K - $41.4K
|
1.52M
$157M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
408+ 2.08% |
$33.4K - $40.8K
|
20K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
408+ 1.06% |
$33.4K - $40.8K
|
39K
$4.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
408+ 0.68% |
$33.4K - $40.8K
|
60.2K
$6.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
407+ 6.35% |
$33.3K - $40.7K
|
6.82K
$707K
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
407+ 2.83% |
$33.3K - $40.7K
|
14.8K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
401+ 3.68% |
$32.8K - $40.1K
|
11.3K
$1.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
400+ 0.8% |
$32.7K - $40K
|
50.7K
$5.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
398+ 0.61% |
$32.6K - $39.8K
|
66K
$6.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
396+ 2.58% |
$32.4K - $39.6K
|
15.7K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
394+ 1.51% |
$32.2K - $39.4K
|
26.5K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
392+ 8.06% |
$32.1K - $39.2K
|
5.26K
$545K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
390+ 11.11% |
$31.9K - $39K
|
3.9K
$404K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
389+ 2.48% |
$31.8K - $38.9K
|
16.1K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
389+ 1.71% |
$31.8K - $38.9K
|
23.2K
$2.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
388+ 0.51% |
$31.7K - $38.8K
|
76.5K
$7.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
385+ 12.67% |
$31.5K - $38.5K
|
3.42K
$355K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
384+ 1.73% |
$31.4K - $38.4K
|
22.6K
$2.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
377+ 2.41% |
$30.8K - $37.7K
|
16K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
376+ 5.12% |
$30.8K - $37.6K
|
7.72K
$800K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
375+ 22.67% |
$30.7K - $37.5K
|
2.03K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
373+ 3.89% |
$30.5K - $37.3K
|
9.96K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
372+ 1.06% |
$30.4K - $37.2K
|
35.4K
$3.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
371+ 0.58% |
$30.3K - $37.1K
|
64.6K
$6.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
369+ 1.03% |
$30.2K - $36.9K
|
36.1K
$3.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
367+ 2.83% |
$30K - $36.7K
|
13.3K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
366+ 6.11% |
$29.9K - $36.6K
|
6.36K
$659K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
365+ 3.11% |
$29.9K - $36.5K
|
12.1K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
364+ 5.53% |
$29.8K - $36.4K
|
6.95K
$720K
|