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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$81.8 - $100
|
9.55K
$989K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1- 0.02% |
$81.8 - $100
|
5.45K
$565K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$81.8 - $100
|
5.12K
$530K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-1- 0.03% |
$81.8 - $100
|
3.15K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1- 0.02% |
$81.8 - $100
|
5.65K
$585K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-2- 0.07% |
$164 - $200
|
2.99K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-2- 0.02% |
$164 - $200
|
8.78K
$910K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-3- 0.1% |
$245 - $300
|
2.99K
$310K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4- 0.1% |
$327 - $400
|
3.94K
$408K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4- 0.02% |
$327 - $400
|
21.5K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-4- 0.04% |
$327 - $400
|
9.48K
$982K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4- 0.03% |
$327 - $400
|
11.5K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-4- 0.03% |
$327 - $400
|
15.5K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.08% |
$409 - $500
|
6K
$622K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5- 0.04% |
$409 - $500
|
14K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-6- 0.25% |
$491 - $600
|
2.35K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 0.23% |
$491 - $600
|
2.65K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7- 0.26% |
$573 - $700
|
2.71K
$281K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-8- 0.12% |
$654 - $800
|
6.81K
$705K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-9- 0.16% |
$736 - $900
|
5.74K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-9- 0.45% |
$736 - $900
|
1.98K
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-10- 0.09% |
$818 - $1K
|
11.7K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10- 0.5% |
$818 - $1K
|
1.98K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-11- 0.26% |
$900 - $1.1K
|
4.2K
$435K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-12- 0.03% |
$981 - $1.2K
|
34.7K
$3.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12- 0.28% |
$981 - $1.2K
|
4.21K
$436K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-12- 0.52% |
$981 - $1.2K
|
2.31K
$239K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-14- 0.17% |
$1.15K - $1.4K
|
8.38K
$868K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-14- 0.29% |
$1.15K - $1.4K
|
4.74K
$491K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-14- 0.61% |
$1.15K - $1.4K
|
2.27K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-14- 0.12% |
$1.15K - $1.4K
|
12K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-14- 0.66% |
$1.15K - $1.4K
|
2.12K
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-15- 0.55% |
$1.23K - $1.5K
|
2.69K
$279K
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-15- 0.49% |
$1.23K - $1.5K
|
3.07K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-15- 0.47% |
$1.23K - $1.5K
|
3.19K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-16- 0.34% |
$1.31K - $1.6K
|
4.64K
$481K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-16- 0.11% |
$1.31K - $1.6K
|
14.8K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-16- 0.41% |
$1.31K - $1.6K
|
3.88K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-16- 0.28% |
$1.31K - $1.6K
|
5.76K
$596K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-17- 0.48% |
$1.39K - $1.7K
|
3.52K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-17- 0.2% |
$1.39K - $1.7K
|
8.28K
$858K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.19% |
$1.64K - $2K
|
10.3K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-20- 0.12% |
$1.64K - $2K
|
16.5K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-20- 0.68% |
$1.64K - $2K
|
2.93K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-20- 0.24% |
$1.64K - $2K
|
8.39K
$870K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-20- 0.39% |
$1.64K - $2K
|
5.11K
$530K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-20- 0.39% |
$1.64K - $2K
|
5.12K
$530K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-20- 0.42% |
$1.64K - $2K
|
4.72K
$490K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-20- 0.09% |
$1.64K - $2K
|
23.3K
$2.42M
|