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 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4+ 0.17% |
$327 - $400
|
2.39K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4+ 0.04% |
$327 - $400
|
8.96K
$929K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$327 - $400
|
10.4K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4+ 0.15% |
$327 - $400
|
2.66K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4+ 0.14% |
$327 - $400
|
2.84K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
4+ 0.1% |
$327 - $400
|
3.9K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4+ 0.02% |
$327 - $400
|
18.9K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.06% |
$245 - $300
|
5.17K
$536K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
3+ 0.05% |
$245 - $300
|
6.66K
$690K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$245 - $300
|
93.6K
$9.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
BUY
|
- |
3+ 0.07% |
$245 - $300
|
4.61K
$478K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.14% |
$245 - $300
|
2.09K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3+ 0.05% |
$245 - $300
|
5.64K
$584K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.05% |
$245 - $300
|
6.17K
$639K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
3+ 0.1% |
$245 - $300
|
3K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.53% |
$245 - $300
|
566
$58.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.12% |
$245 - $300
|
2.61K
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.01% |
$164 - $200
|
22K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
7.85K
$813K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
6.32K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
5.89K
$610K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.21% |
$164 - $200
|
946
$98K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.01% |
$164 - $200
|
17.9K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
2+ 0.01% |
$164 - $200
|
18.7K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2+ 0.02% |
$164 - $200
|
8.67K
$898K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2+ 0.06% |
$164 - $200
|
3.36K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
2+ 0.04% |
$164 - $200
|
4.79K
$496K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2+ 0.03% |
$164 - $200
|
6.52K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
2+ 0.03% |
$164 - $200
|
6.4K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$164 - $200
|
10.5K
$1.08M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
5.38K
$558K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.15% |
$81.8 - $100
|
677
$70.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
9.23K
$957K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
7.03K
$728K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1+ 0.04% |
$81.8 - $100
|
2.39K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$81.8 - $100
|
2.53K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
5.6K
$580K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
1+ 0.85% |
$81.8 - $100
|
119
$12.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
4.17K
$432K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1+ 0.03% |
$81.8 - $100
|
3.57K
$370K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.0% |
$81.8 - $100
|
70.2K
$7.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
6.64K
$688K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
6.51K
$675K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.04% |
$81.8 - $100
|
2.56K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.56% |
$81.8 - $100
|
181
$18.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.12% |
$81.8 - $100
|
851
$88.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1+ 0.09% |
$81.8 - $100
|
1.1K
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
10.7K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$81.8 - $100
|
86.1K
$8.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$81.8 - $100
|
851
$88.2K
|