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 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-59- 0.14% |
$4.83K - $5.9K
|
43.6K
$4.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-60- 1.37% |
$4.91K - $6K
|
4.33K
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-60- 2.49% |
$4.91K - $6K
|
2.35K
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-60- 1.33% |
$4.91K - $6K
|
4.45K
$461K
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-60- 0.72% |
$4.91K - $6K
|
8.26K
$856K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-61- 0.49% |
$4.99K - $6.1K
|
12.3K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-62- 1.34% |
$5.07K - $6.2K
|
4.58K
$474K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-63- 1.12% |
$5.15K - $6.3K
|
5.54K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-63- 0.88% |
$5.15K - $6.3K
|
7.08K
$734K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-64- 0.34% |
$5.23K - $6.4K
|
18.8K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65- 1.25% |
$5.32K - $6.5K
|
5.15K
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-66- 0.52% |
$5.4K - $6.6K
|
12.6K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-67- 0.89% |
$5.48K - $6.7K
|
7.46K
$773K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-68- 0.67% |
$5.56K - $6.8K
|
10.1K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-68- 2.53% |
$5.56K - $6.8K
|
2.62K
$271K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-69- 0.84% |
$5.64K - $6.9K
|
8.16K
$845K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-71- 0.93% |
$5.81K - $7.1K
|
7.55K
$782K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-72- 0.94% |
$5.89K - $7.2K
|
7.62K
$790K
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-72- 0.91% |
$5.89K - $7.2K
|
7.86K
$814K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-73- 0.52% |
$5.97K - $7.3K
|
13.9K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-74- 0.37% |
$6.05K - $7.4K
|
20K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-74- 1.26% |
$6.05K - $7.4K
|
5.78K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-75- 0.73% |
$6.13K - $7.5K
|
10.2K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-76- 0.4% |
$6.22K - $7.6K
|
19.1K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-76- 0.69% |
$6.22K - $7.6K
|
10.9K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-76- 0.64% |
$6.22K - $7.6K
|
11.7K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-77- 0.01% |
$6.3K - $7.7K
|
518K
$53.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-78- 0.07% |
$6.38K - $7.8K
|
115K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-80- 0.86% |
$6.54K - $8K
|
9.26K
$960K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-80- 52.63% |
$6.54K - $8K
|
72
$7.46K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-81- 0.31% |
$6.62K - $8.1K
|
25.8K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-81- 1.23% |
$6.62K - $8.1K
|
6.51K
$674K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-81- 0.2% |
$6.62K - $8.1K
|
39.7K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-81- 0.1% |
$6.62K - $8.1K
|
78.9K
$8.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-83- 0.32% |
$6.79K - $8.3K
|
26K
$2.7M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-85- 0.08% |
$6.95K - $8.5K
|
105K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-85- 0.89% |
$6.95K - $8.5K
|
9.42K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-86- 0.68% |
$7.03K - $8.6K
|
12.5K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-86- 3.19% |
$7.03K - $8.6K
|
2.61K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-86- 2.86% |
$7.03K - $8.6K
|
2.92K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-87- 0.88% |
$7.12K - $8.7K
|
9.82K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-87- 0.43% |
$7.12K - $8.7K
|
19.9K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-89- 0.11% |
$7.28K - $8.9K
|
77.5K
$8.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-89- 1.47% |
$7.28K - $8.9K
|
5.97K
$619K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-90- 1.66% |
$7.36K - $9K
|
5.33K
$552K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-90- 2.03% |
$7.36K - $9K
|
4.34K
$450K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-90- 2.45% |
$7.36K - $9K
|
3.58K
$371K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-90- 2.79% |
$7.36K - $9K
|
3.14K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-90- 0.7% |
$7.36K - $9K
|
12.7K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-92- 0.73% |
$7.52K - $9.2K
|
12.5K
$1.29M
|