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
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11+ 0.14% |
$900 - $1.1K
|
7.81K
$809K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
11+ 0.45% |
$900 - $1.1K
|
2.46K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
11+ 0.22% |
$900 - $1.1K
|
4.93K
$510K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11+ 0.07% |
$900 - $1.1K
|
14.7K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
10+ 0.16% |
$818 - $1K
|
6.21K
$644K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
10+ 0.2% |
$818 - $1K
|
5.04K
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
10+ 0.16% |
$818 - $1K
|
6.22K
$645K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
10+ 0.08% |
$818 - $1K
|
12.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10+ 0.01% |
$818 - $1K
|
80.4K
$8.33M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
9+ 0.14% |
$736 - $900
|
6.64K
$688K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
9+ 0.24% |
$736 - $900
|
3.79K
$392K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.05% |
$736 - $900
|
16.7K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9+ 0.11% |
$736 - $900
|
7.9K
$819K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
9+ 0.31% |
$736 - $900
|
2.93K
$304K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9+ 0.14% |
$736 - $900
|
6.36K
$659K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.22% |
$736 - $900
|
4.03K
$418K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8+ 0.31% |
$654 - $800
|
2.57K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8+ 0.14% |
$654 - $800
|
5.55K
$575K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.25% |
$654 - $800
|
3.24K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
8+ 0.04% |
$654 - $800
|
18.2K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
8+ 0.25% |
$654 - $800
|
3.27K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8+ 0.1% |
$654 - $800
|
8.28K
$858K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
8+ 0.11% |
$654 - $800
|
7.27K
$754K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
7+ 0.07% |
$573 - $700
|
9.42K
$976K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
7+ 0.06% |
$573 - $700
|
11.1K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.51% |
$573 - $700
|
1.39K
$144K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 0.11% |
$573 - $700
|
6.36K
$659K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.1% |
$573 - $700
|
7K
$725K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
7+ 0.27% |
$573 - $700
|
2.59K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.12% |
$573 - $700
|
5.67K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7+ 0.03% |
$573 - $700
|
20.8K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
7+ 0.06% |
$573 - $700
|
12.4K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
7+ 0.16% |
$573 - $700
|
4.47K
$463K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.05% |
$491 - $600
|
12.3K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6+ 0.21% |
$491 - $600
|
2.83K
$293K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
6+ 0.16% |
$491 - $600
|
3.85K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6+ 0.17% |
$491 - $600
|
3.46K
$359K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
6+ 0.06% |
$491 - $600
|
9.26K
$960K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6+ 0.15% |
$491 - $600
|
4.12K
$427K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6+ 0.19% |
$491 - $600
|
3.23K
$335K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6+ 0.07% |
$491 - $600
|
8.5K
$881K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
6+ 0.11% |
$491 - $600
|
5.24K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6+ 0.21% |
$491 - $600
|
2.92K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.33% |
$491 - $600
|
1.85K
$192K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$409 - $500
|
4.08K
$423K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$409 - $500
|
2.28K
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
5+ 0.0% |
$409 - $500
|
128K
$13.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5+ 0.1% |
$409 - $500
|
4.79K
$496K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5+ 0.09% |
$409 - $500
|
5.43K
$562K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4+ 0.17% |
$327 - $400
|
2.29K
$237K
|