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 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
81+ 0.26% |
$6.62K - $8.1K
|
31K
$3.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
80+ 1.99% |
$6.54K - $8K
|
4.09K
$424K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
80+ 2.16% |
$6.54K - $8K
|
3.78K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
80+ 0.16% |
$6.54K - $8K
|
50.9K
$5.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
79+ 1.74% |
$6.46K - $7.9K
|
4.62K
$479K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
79+ 1.11% |
$6.46K - $7.9K
|
7.21K
$747K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
79+ 7.02% |
$6.46K - $7.9K
|
1.2K
$125K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
79+ 2.62% |
$6.46K - $7.9K
|
3.1K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
79+ 1.85% |
$6.46K - $7.9K
|
4.34K
$450K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
78+ 1.3% |
$6.38K - $7.8K
|
6.07K
$629K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
78+ 7.08% |
$6.38K - $7.8K
|
1.18K
$122K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
78+ 0.75% |
$6.38K - $7.8K
|
10.4K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
76+ 0.35% |
$6.22K - $7.6K
|
21.9K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
76+ 1.34% |
$6.22K - $7.6K
|
5.73K
$594K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
76+ 0.71% |
$6.22K - $7.6K
|
10.8K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
75+ 1.09% |
$6.13K - $7.5K
|
6.97K
$722K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
75+ 0.33% |
$6.13K - $7.5K
|
22.6K
$2.34M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
75+ 1.77% |
$6.13K - $7.5K
|
4.32K
$447K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
75+ 0.09% |
$6.13K - $7.5K
|
85.2K
$8.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
74+ 0.32% |
$6.05K - $7.4K
|
22.9K
$2.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
74+ 1.19% |
$6.05K - $7.4K
|
6.31K
$654K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
73+ 0.49% |
$5.97K - $7.3K
|
14.8K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
72+ 8.2% |
$5.89K - $7.2K
|
950
$98.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
71+ 1.24% |
$5.81K - $7.1K
|
5.78K
$598K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
71+ 1.75% |
$5.81K - $7.1K
|
4.13K
$427K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
71+ 0.58% |
$5.81K - $7.1K
|
12.4K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
70+ 0.43% |
$5.73K - $7K
|
16.5K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
70+ 2.33% |
$5.73K - $7K
|
3.07K
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
69+ 1.35% |
$5.64K - $6.9K
|
5.18K
$536K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
68+ 2.6% |
$5.56K - $6.8K
|
2.68K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
68+ 81.93% |
$5.56K - $6.8K
|
151
$15.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
68+ 1.68% |
$5.56K - $6.8K
|
4.13K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
68+ 0.79% |
$5.56K - $6.8K
|
8.64K
$895K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
67+ 20.12% |
$5.48K - $6.7K
|
400
$41.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
67+ 0.3% |
$5.48K - $6.7K
|
22.7K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
67+ 1.67% |
$5.48K - $6.7K
|
4.09K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
67+ 1.02% |
$5.48K - $6.7K
|
6.64K
$688K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 942.86% |
$5.4K - $6.6K
|
73
$7.56K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
66+ 2.47% |
$5.4K - $6.6K
|
2.73K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
65+ 0.57% |
$5.32K - $6.5K
|
11.5K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
65+ 0.26% |
$5.32K - $6.5K
|
25.5K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
64+ 1.5% |
$5.23K - $6.4K
|
4.34K
$449K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
63New |
$5.15K - $6.3K
|
63
$6.53K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
62+ 0.47% |
$5.07K - $6.2K
|
13.2K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
62+ 0.79% |
$5.07K - $6.2K
|
7.93K
$822K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
62+ 1.91% |
$5.07K - $6.2K
|
3.3K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
61+ 37.89% |
$4.99K - $6.1K
|
222
$23K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.62% |
$4.91K - $6K
|
9.72K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
60+ 0.89% |
$4.91K - $6K
|
6.77K
$702K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
60+ 0.64% |
$4.91K - $6K
|
9.48K
$983K
|