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 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
363+ 11.06% |
$29.7K - $36.3K
|
3.64K
$378K
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
360+ 13.2% |
$29.4K - $36K
|
3.09K
$320K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
358+ 8.27% |
$29.3K - $35.8K
|
4.69K
$486K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
358+ 4.69% |
$29.3K - $35.8K
|
7.99K
$828K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
357+ 1.3% |
$29.2K - $35.7K
|
27.8K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
357+ 7.74% |
$29.2K - $35.7K
|
4.97K
$515K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
357+ 1.24% |
$29.2K - $35.7K
|
29.2K
$3.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
354+ 1.27% |
$29K - $35.4K
|
28.3K
$2.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
353+ 0.79% |
$28.9K - $35.3K
|
44.9K
$4.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
353+ 7.84% |
$28.9K - $35.3K
|
4.86K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
353+ 9.61% |
$28.9K - $35.3K
|
4.03K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
352+ 1.46% |
$28.8K - $35.2K
|
24.4K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
351+ 10.25% |
$28.7K - $35.1K
|
3.77K
$391K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
351+ 8.47% |
$28.7K - $35.1K
|
4.49K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
351+ 6.88% |
$28.7K - $35.1K
|
5.45K
$565K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
350+ 11.09% |
$28.6K - $35K
|
3.51K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
348+ 38.2% |
$28.5K - $34.8K
|
1.26K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
348+ 2.63% |
$28.5K - $34.8K
|
13.6K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
347+ 2.45% |
$28.4K - $34.7K
|
14.5K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
347+ 2.36% |
$28.4K - $34.7K
|
15K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
347+ 1.91% |
$28.4K - $34.7K
|
18.5K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
341+ 7.42% |
$27.9K - $34.1K
|
4.94K
$512K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
340+ 5.16% |
$27.8K - $34K
|
6.94K
$719K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
340+ 0.59% |
$27.8K - $34K
|
57.7K
$5.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
339+ 1.25% |
$27.7K - $33.9K
|
27.5K
$2.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
338+ 1.42% |
$27.6K - $33.8K
|
24.1K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
336+ 3.94% |
$27.5K - $33.6K
|
8.87K
$919K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
335+ 2.76% |
$27.4K - $33.5K
|
12.5K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
333+ 0.14% |
$27.2K - $33.3K
|
244K
$25.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
329+ 4.02% |
$26.9K - $32.9K
|
8.52K
$882K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
326+ 1.64% |
$26.7K - $32.6K
|
20.2K
$2.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
323+ 1.85% |
$26.4K - $32.3K
|
17.8K
$1.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
321+ 12.78% |
$26.3K - $32.1K
|
2.83K
$294K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
320+ 7.14% |
$26.2K - $32K
|
4.8K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
320+ 19.31% |
$26.2K - $32K
|
1.98K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
320+ 8.57% |
$26.2K - $32K
|
4.05K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
319+ 3.44% |
$26.1K - $31.9K
|
9.59K
$994K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
316+ 2.63% |
$25.8K - $31.6K
|
12.3K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
316+ 3.37% |
$25.8K - $31.6K
|
9.69K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
316+ 5.39% |
$25.8K - $31.6K
|
6.18K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
310+ 0.55% |
$25.4K - $31K
|
56.5K
$5.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
309+ 9.26% |
$25.3K - $30.9K
|
3.65K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
306+ 3.93% |
$25K - $30.6K
|
8.1K
$839K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
305+ 6.33% |
$24.9K - $30.5K
|
5.12K
$531K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
304+ 5.02% |
$24.9K - $30.4K
|
6.36K
$659K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
304+ 2.25% |
$24.9K - $30.4K
|
13.8K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
302+ 0.49% |
$24.7K - $30.2K
|
61.7K
$6.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
301+ 6.32% |
$24.6K - $30.1K
|
5.07K
$525K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
300+ 7.76% |
$24.5K - $30K
|
4.17K
$432K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
300+ 6.34% |
$24.5K - $30K
|
5.03K
$522K
|