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 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-40- 1.5% |
$3.27K - $4K
|
2.62K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-40- 1.51% |
$3.27K - $4K
|
2.61K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-41- 1.37% |
$3.35K - $4.1K
|
2.95K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-41- 1.34% |
$3.35K - $4.1K
|
3.01K
$312K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-42- 0.55% |
$3.44K - $4.2K
|
7.56K
$784K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-42- 1.1% |
$3.44K - $4.2K
|
3.77K
$391K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-42- 0.07% |
$3.44K - $4.2K
|
57.8K
$5.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-42- 1.34% |
$3.44K - $4.2K
|
3.1K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-42- 1.62% |
$3.44K - $4.2K
|
2.56K
$265K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-43- 0.29% |
$3.52K - $4.3K
|
15K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-43- 0.46% |
$3.52K - $4.3K
|
9.24K
$958K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-43- 0.08% |
$3.52K - $4.3K
|
50.9K
$5.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-43- 0.99% |
$3.52K - $4.3K
|
4.29K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-44- 1.03% |
$3.6K - $4.4K
|
4.25K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-44- 0.32% |
$3.6K - $4.4K
|
13.5K
$1.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-45- 0.98% |
$3.68K - $4.5K
|
4.54K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-45- 0.67% |
$3.68K - $4.5K
|
6.63K
$686K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-45- 0.44% |
$3.68K - $4.5K
|
10.2K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-45- 0.48% |
$3.68K - $4.5K
|
9.32K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-45- 1.31% |
$3.68K - $4.5K
|
3.39K
$352K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-47- 1.43% |
$3.84K - $4.7K
|
3.25K
$336K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-47- 0.24% |
$3.84K - $4.7K
|
19.2K
$1.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-47- 0.71% |
$3.84K - $4.7K
|
6.59K
$682K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-48- 1.28% |
$3.93K - $4.8K
|
3.7K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-48- 0.59% |
$3.93K - $4.8K
|
8.03K
$832K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-49- 1.78% |
$4.01K - $4.9K
|
2.7K
$280K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-49- 1.71% |
$4.01K - $4.9K
|
2.82K
$292K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-50- 1.11% |
$4.09K - $5K
|
4.44K
$460K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-50- 0.2% |
$4.09K - $5K
|
24.6K
$2.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-50- 1.19% |
$4.09K - $5K
|
4.16K
$431K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 1.58% |
$4.09K - $5K
|
3.12K
$323K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-50- 1.39% |
$4.09K - $5K
|
3.56K
$369K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-50- 1.83% |
$4.09K - $5K
|
2.68K
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-50- 0.69% |
$4.09K - $5K
|
7.21K
$747K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-50- 1.37% |
$4.09K - $5K
|
3.61K
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-50- 0.56% |
$4.09K - $5K
|
8.95K
$927K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 0.19% |
$4.09K - $5K
|
25.9K
$2.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-51- 33.12% |
$4.17K - $5.1K
|
103
$10.7K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-51- 2.4% |
$4.17K - $5.1K
|
2.08K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-52- 0.23% |
$4.25K - $5.2K
|
22.1K
$2.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-52- 1.72% |
$4.25K - $5.2K
|
2.97K
$308K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-53- 0.71% |
$4.33K - $5.3K
|
7.38K
$765K
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-53- 1.8% |
$4.33K - $5.3K
|
2.89K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-54- 0.94% |
$4.42K - $5.4K
|
5.7K
$591K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-54- 1.23% |
$4.42K - $5.4K
|
4.34K
$450K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-54- 1.13% |
$4.42K - $5.4K
|
4.74K
$491K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-56- 1.35% |
$4.58K - $5.6K
|
4.11K
$426K
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-56- 0.56% |
$4.58K - $5.6K
|
9.97K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-57- 0.99% |
$4.66K - $5.7K
|
5.71K
$591K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-59- 1.39% |
$4.83K - $5.9K
|
4.18K
$433K
|