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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.1K+ 2.65% |
$4.27M - $5.21M
|
2.02M
$209M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
51.1K+ 3.0% |
$4.18M - $5.11M
|
1.76M
$182M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
50.9KNew |
$4.16M - $5.09M
|
50.9K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
49.3K+ 10.66% |
$4.04M - $4.93M
|
512K
$53.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
48.3K+ 15.57% |
$3.95M - $4.83M
|
358K
$37.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
48K+ 165.77% |
$3.93M - $4.8M
|
77K
$7.97M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
47.2K+ 41.26% |
$3.86M - $4.72M
|
162K
$16.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
47.2K+ 215.84% |
$3.86M - $4.72M
|
69.1K
$7.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
47K+ 82.84% |
$3.85M - $4.7M
|
104K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
45.5K+ 60672.0% |
$3.72M - $4.55M
|
45.6K
$4.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
45.3K+ 14.8% |
$3.71M - $4.53M
|
352K
$36.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
44.6K+ 5.64% |
$3.64M - $4.46M
|
835K
$86.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
42.6K+ 0.84% |
$3.49M - $4.26M
|
5.09M
$528M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
42.1K+ 1.96% |
$3.44M - $4.21M
|
2.19M
$227M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
41.8K+ 15.83% |
$3.42M - $4.18M
|
306K
$31.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
41.3K+ 8.02% |
$3.38M - $4.13M
|
557K
$57.7M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
40.7K+ 10.31% |
$3.33M - $4.06M
|
435K
$45.1M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40.4K+ 15.98% |
$3.3M - $4.04M
|
293K
$30.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
40.4K+ 3.71% |
$3.3M - $4.04M
|
1.13M
$117M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
39.4K+ 90.6% |
$3.22M - $3.93M
|
82.8K
$8.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
38.4KNew |
$3.14M - $3.84M
|
38.4K
$3.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
37.8K+ 1557.58% |
$3.09M - $3.78M
|
40.2K
$4.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
37.5K+ 524.19% |
$3.07M - $3.75M
|
44.6K
$4.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
36.6K+ 0.57% |
$2.99M - $3.66M
|
6.47M
$670M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
36.6K+ 3.6% |
$2.99M - $3.66M
|
1.05M
$109M
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
36.2K+ 38.01% |
$2.96M - $3.62M
|
131K
$13.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
35.5K+ 2.12% |
$2.9M - $3.55M
|
1.71M
$177M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.1K+ 18.32% |
$2.87M - $3.51M
|
227K
$23.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34.5K+ 5.62% |
$2.82M - $3.44M
|
647K
$67M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
34.3K+ 191.43% |
$2.81M - $3.43M
|
52.3K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.5K+ 56.42% |
$2.74M - $3.35M
|
93K
$9.64M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
33.5K+ 187.11% |
$2.74M - $3.35M
|
51.5K
$5.33M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
33.4KNew |
$2.73M - $3.34M
|
33.4K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
32.9KNew |
$2.69M - $3.29M
|
32.9K
$3.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
32.5K+ 66.79% |
$2.66M - $3.25M
|
81.2K
$8.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
32.3K+ 49.08% |
$2.64M - $3.23M
|
98.1K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
32KNew |
$2.62M - $3.2M
|
32K
$3.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
31.5K+ 7.12% |
$2.58M - $3.15M
|
474K
$49.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
31.3K+ 3.93% |
$2.56M - $3.13M
|
829K
$85.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
31.2K+ 12.25% |
$2.55M - $3.12M
|
286K
$29.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
31K+ 99.1% |
$2.53M - $3.1M
|
62.2K
$6.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
30.6KNew |
$2.51M - $3.06M
|
30.6K
$3.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
30.4KNew |
$2.49M - $3.04M
|
30.4K
$3.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.3K+ 4.18% |
$2.48M - $3.03M
|
756K
$78.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
29.6KNew |
$2.42M - $2.96M
|
29.6K
$3.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
28.8K+ 4.55% |
$2.35M - $2.88M
|
661K
$68.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.4K+ 7.76% |
$2.32M - $2.84M
|
395K
$40.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
27.8K+ 3.02% |
$2.27M - $2.78M
|
946K
$98.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.6K+ 20.71% |
$2.26M - $2.76M
|
161K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
27.6K+ 21.23% |
$2.25M - $2.76M
|
157K
$16.3M
|