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 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
37+ 148.0% |
$3.03K - $3.7K
|
62
$6.42K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
37+ 0.09% |
$3.03K - $3.7K
|
42.4K
$4.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
36+ 0.46% |
$2.94K - $3.6K
|
7.91K
$820K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
36+ 0.06% |
$2.94K - $3.6K
|
58.5K
$6.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
35+ 1.09% |
$2.86K - $3.5K
|
3.24K
$335K
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
35+ 0.48% |
$2.86K - $3.5K
|
7.31K
$757K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
35+ 0.58% |
$2.86K - $3.5K
|
6.05K
$627K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
35+ 0.43% |
$2.86K - $3.5K
|
8.12K
$841K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
35+ 0.6% |
$2.86K - $3.5K
|
5.89K
$610K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
34+ 0.29% |
$2.78K - $3.4K
|
11.6K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
34+ 0.46% |
$2.78K - $3.4K
|
7.47K
$774K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
34+ 0.32% |
$2.78K - $3.4K
|
10.6K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
34+ 0.13% |
$2.78K - $3.4K
|
25.5K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
33+ 0.54% |
$2.7K - $3.3K
|
6.14K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
33+ 11.0% |
$2.7K - $3.3K
|
333
$34.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
33+ 0.06% |
$2.7K - $3.3K
|
51.9K
$5.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
33+ 1.16% |
$2.7K - $3.3K
|
2.88K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33+ 4.38% |
$2.7K - $3.3K
|
787
$81.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
32+ 0.26% |
$2.62K - $3.2K
|
12.2K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
32+ 4.47% |
$2.62K - $3.2K
|
748
$77.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
31+ 0.87% |
$2.54K - $3.1K
|
3.59K
$372K
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
31+ 0.19% |
$2.54K - $3.1K
|
16K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
31+ 0.66% |
$2.54K - $3.1K
|
4.71K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
31+ 1.74% |
$2.54K - $3.1K
|
1.81K
$188K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
30+ 0.78% |
$2.45K - $3K
|
3.89K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
30+ 1.05% |
$2.45K - $3K
|
2.88K
$298K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
30+ 0.68% |
$2.45K - $3K
|
4.43K
$459K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
30+ 0.49% |
$2.45K - $3K
|
6.18K
$641K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
29+ 0.33% |
$2.37K - $2.9K
|
8.88K
$920K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29+ 0.52% |
$2.37K - $2.9K
|
5.63K
$584K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
28+ 0.59% |
$2.29K - $2.8K
|
4.75K
$493K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
28+ 1.0% |
$2.29K - $2.8K
|
2.83K
$293K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28+ 0.18% |
$2.29K - $2.8K
|
15.4K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
28+ 0.22% |
$2.29K - $2.8K
|
12.6K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
28+ 23.53% |
$2.29K - $2.8K
|
147
$15.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27+ 4.17% |
$2.21K - $2.7K
|
675
$69.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
27+ 0.47% |
$2.21K - $2.7K
|
5.73K
$594K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
27+ 0.01% |
$2.21K - $2.7K
|
183K
$18.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.19% |
$2.13K - $2.6K
|
13.4K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
26+ 0.83% |
$2.13K - $2.6K
|
3.16K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
26+ 0.12% |
$2.13K - $2.6K
|
21.1K
$2.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
26+ 0.25% |
$2.13K - $2.6K
|
10.4K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
26+ 2.81% |
$2.13K - $2.6K
|
952
$98.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25+ 0.72% |
$2.04K - $2.5K
|
3.48K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
25+ 0.44% |
$2.04K - $2.5K
|
5.77K
$598K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
25+ 0.4% |
$2.04K - $2.5K
|
6.3K
$653K
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
25+ 0.11% |
$2.04K - $2.5K
|
23.4K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
24+ 0.0% |
$1.96K - $2.4K
|
1.1M
$114M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
24+ 0.39% |
$1.96K - $2.4K
|
6.14K
$637K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
23+ 0.28% |
$1.88K - $2.3K
|
8.3K
$860K
|