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 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
23+ 0.4% |
$1.88K - $2.3K
|
5.75K
$596K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
23+ 0.54% |
$1.88K - $2.3K
|
4.32K
$448K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
23+ 0.51% |
$1.88K - $2.3K
|
4.54K
$470K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.04% |
$1.64K - $2K
|
55.1K
$5.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20+ 0.43% |
$1.64K - $2K
|
4.66K
$483K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
20+ 0.07% |
$1.64K - $2K
|
26.9K
$2.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.16% |
$1.64K - $2K
|
12.6K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
19+ 0.42% |
$1.55K - $1.9K
|
4.55K
$471K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
19+ 0.6% |
$1.55K - $1.9K
|
3.2K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
19+ 1.12% |
$1.55K - $1.9K
|
1.71K
$177K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
18+ 0.25% |
$1.47K - $1.8K
|
7.35K
$762K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18+ 0.32% |
$1.47K - $1.8K
|
5.59K
$579K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
18+ 0.67% |
$1.47K - $1.8K
|
2.71K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
18+ 0.51% |
$1.47K - $1.8K
|
3.58K
$371K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
18New |
$1.47K - $1.8K
|
18
$1.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
18+ 0.51% |
$1.47K - $1.8K
|
3.58K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
18+ 0.48% |
$1.47K - $1.8K
|
3.79K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
18+ 0.2% |
$1.47K - $1.8K
|
8.8K
$912K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17+ 0.16% |
$1.39K - $1.7K
|
10.8K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
17+ 0.43% |
$1.39K - $1.7K
|
3.98K
$412K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
16+ 0.62% |
$1.31K - $1.6K
|
2.61K
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
16+ 0.16% |
$1.31K - $1.6K
|
9.88K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
16+ 0.07% |
$1.31K - $1.6K
|
21.7K
$2.25M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
16+ 0.12% |
$1.31K - $1.6K
|
13.1K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
16+ 0.52% |
$1.31K - $1.6K
|
3.07K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
16+ 0.27% |
$1.31K - $1.6K
|
6.05K
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
16+ 0.46% |
$1.31K - $1.6K
|
3.5K
$362K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 0.33% |
$1.23K - $1.5K
|
4.62K
$478K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.15% |
$1.23K - $1.5K
|
10.2K
$1.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14+ 0.15% |
$1.15K - $1.4K
|
9.5K
$984K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14+ 0.03% |
$1.15K - $1.4K
|
48K
$4.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
14+ 0.14% |
$1.15K - $1.4K
|
10.2K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
14+ 0.2% |
$1.15K - $1.4K
|
7.07K
$732K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14+ 0.11% |
$1.15K - $1.4K
|
12.8K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 0.93% |
$1.15K - $1.4K
|
1.53K
$158K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 0.67% |
$1.15K - $1.4K
|
2.11K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
14+ 0.4% |
$1.15K - $1.4K
|
3.56K
$368K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
13+ 0.52% |
$1.06K - $1.3K
|
2.51K
$260K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
13+ 0.23% |
$1.06K - $1.3K
|
5.74K
$595K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13+ 0.01% |
$1.06K - $1.3K
|
150K
$15.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.34% |
$1.06K - $1.3K
|
3.86K
$400K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
13+ 0.13% |
$1.06K - $1.3K
|
10.2K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
13+ 0.09% |
$1.06K - $1.3K
|
14.3K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
13+ 0.34% |
$1.06K - $1.3K
|
3.8K
$394K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
13+ 0.3% |
$1.06K - $1.3K
|
4.34K
$450K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
12+ 0.24% |
$981 - $1.2K
|
4.97K
$515K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
12+ 0.5% |
$981 - $1.2K
|
2.39K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
12+ 0.39% |
$981 - $1.2K
|
3.07K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
12+ 0.44% |
$981 - $1.2K
|
2.71K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
12+ 0.35% |
$981 - $1.2K
|
3.46K
$358K
|