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 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-20- 0.07% |
$1.64K - $2K
|
27.3K
$2.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-21- 0.77% |
$1.72K - $2.1K
|
2.72K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.17% |
$1.72K - $2.1K
|
12.2K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-21- 0.48% |
$1.72K - $2.1K
|
4.33K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-21- 0.55% |
$1.72K - $2.1K
|
3.83K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-23- 0.52% |
$1.88K - $2.3K
|
4.36K
$452K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-23- 0.67% |
$1.88K - $2.3K
|
3.4K
$353K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-24- 0.9% |
$1.96K - $2.4K
|
2.64K
$273K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-24- 0.16% |
$1.96K - $2.4K
|
14.8K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-24- 1.9% |
$1.96K - $2.4K
|
1.24K
$128K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-24- 0.26% |
$1.96K - $2.4K
|
9.36K
$970K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-24- 0.57% |
$1.96K - $2.4K
|
4.22K
$437K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-25- 0.88% |
$2.04K - $2.5K
|
2.82K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-25- 0.32% |
$2.04K - $2.5K
|
7.68K
$795K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25- 0.04% |
$2.04K - $2.5K
|
64.6K
$6.69M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.52% |
$2.13K - $2.6K
|
4.94K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-26- 0.27% |
$2.13K - $2.6K
|
9.61K
$996K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.24% |
$2.21K - $2.7K
|
11.4K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-27- 0.84% |
$2.21K - $2.7K
|
3.18K
$330K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-28- 0.21% |
$2.29K - $2.8K
|
13.4K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-28- 1.12% |
$2.29K - $2.8K
|
2.48K
$257K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-28- 0.75% |
$2.29K - $2.8K
|
3.71K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-29- 0.33% |
$2.37K - $2.9K
|
8.86K
$918K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-29- 0.2% |
$2.37K - $2.9K
|
14.6K
$1.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-29- 0.8% |
$2.37K - $2.9K
|
3.62K
$375K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-30- 0.28% |
$2.45K - $3K
|
10.8K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-30- 0.36% |
$2.45K - $3K
|
8.24K
$854K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-30- 0.61% |
$2.45K - $3K
|
4.91K
$509K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-30- 0.36% |
$2.45K - $3K
|
8.22K
$852K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-31- 0.61% |
$2.54K - $3.1K
|
5.08K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 9.37% |
$2.54K - $3.1K
|
300
$31.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-33- 1.07% |
$2.7K - $3.3K
|
3.06K
$317K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-33- 0.57% |
$2.7K - $3.3K
|
5.71K
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-33- 0.25% |
$2.7K - $3.3K
|
13K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-34- 0.88% |
$2.78K - $3.4K
|
3.83K
$397K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-34- 5.41% |
$2.78K - $3.4K
|
594
$61.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-34- 0.89% |
$2.78K - $3.4K
|
3.8K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-35- 1.02% |
$2.86K - $3.5K
|
3.39K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-35- 0.88% |
$2.86K - $3.5K
|
3.96K
$410K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-35- 1.28% |
$2.86K - $3.5K
|
2.7K
$280K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-35- 85.37% |
$2.86K - $3.5K
|
6
$622
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-36- 0.03% |
$2.94K - $3.6K
|
122K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-36- 0.58% |
$2.94K - $3.6K
|
6.13K
$635K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-37- 0.18% |
$3.03K - $3.7K
|
20.9K
$2.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-37- 0.19% |
$3.03K - $3.7K
|
19K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-38- 8.62% |
$3.11K - $3.8K
|
403
$41.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.63% |
$3.19K - $3.9K
|
6.14K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-40- 0.19% |
$3.27K - $4K
|
20.6K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-40- 34.19% |
$3.27K - $4K
|
77
$7.98K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-40- 0.19% |
$3.27K - $4K
|
20.5K
$2.13M
|