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 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-92- 0.17% |
$7.52K - $9.2K
|
55.1K
$5.71M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-93- 0.18% |
$7.61K - $9.3K
|
51.3K
$5.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-93- 1.74% |
$7.61K - $9.3K
|
5.25K
$544K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-93- 0.63% |
$7.61K - $9.3K
|
14.8K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-95- 0.07% |
$7.77K - $9.5K
|
145K
$15.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-95- 0.47% |
$7.77K - $9.5K
|
20.2K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-95- 1.35% |
$7.77K - $9.5K
|
6.92K
$717K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-96- 5.79% |
$7.85K - $9.6K
|
1.56K
$162K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-98- 1.51% |
$8.02K - $9.8K
|
6.41K
$664K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-99- 3.0% |
$8.1K - $9.9K
|
3.2K
$331K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-100- 2.17% |
$8.18K - $10K
|
4.51K
$467K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 0.45% |
$8.18K - $10K
|
22K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-100- 1.55% |
$8.18K - $10K
|
6.35K
$657K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 7.14% |
$8.18K - $10K
|
1.3K
$135K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.95% |
$8.18K - $10K
|
10.4K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-100- 2.27% |
$8.18K - $10K
|
4.3K
$445K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-100- 0.6% |
$8.18K - $10K
|
16.5K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-101- 4.24% |
$8.26K - $10.1K
|
2.28K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-101- 0.14% |
$8.26K - $10.1K
|
73.8K
$7.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-101- 0.25% |
$8.26K - $10.1K
|
39.6K
$4.11M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-102- 0.3% |
$8.34K - $10.2K
|
34K
$3.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-103- 3.26% |
$8.42K - $10.3K
|
3.06K
$317K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-103- 3.54% |
$8.42K - $10.3K
|
2.81K
$291K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-103- 3.21% |
$8.42K - $10.3K
|
3.11K
$322K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-104- 0.52% |
$8.51K - $10.4K
|
19.8K
$2.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-104- 0.2% |
$8.51K - $10.4K
|
52K
$5.39M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-104- 0.31% |
$8.51K - $10.4K
|
33.5K
$3.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-105- 0.17% |
$8.59K - $10.5K
|
62.1K
$6.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-105- 0.69% |
$8.59K - $10.5K
|
15.2K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-105- 4.34% |
$8.59K - $10.5K
|
2.32K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-110- 1.29% |
$9K - $11K
|
8.39K
$870K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-111- 15.14% |
$9.08K - $11.1K
|
622
$64.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-112- 1.56% |
$9.16K - $11.2K
|
7.07K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-112- 0.76% |
$9.16K - $11.2K
|
14.6K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-113- 4.43% |
$9.24K - $11.3K
|
2.44K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-113- 4.51% |
$9.24K - $11.3K
|
2.39K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-116- 0.02% |
$9.49K - $11.6K
|
496K
$51.4M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-117- 3.58% |
$9.57K - $11.7K
|
3.15K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-118- 0.42% |
$9.65K - $11.8K
|
27.8K
$2.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-118- 0.81% |
$9.65K - $11.8K
|
14.4K
$1.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-119- 0.48% |
$9.73K - $11.9K
|
24.4K
$2.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-119- 0.38% |
$9.73K - $11.9K
|
30.8K
$3.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-120- 17.94% |
$9.81K - $12K
|
549
$56.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-121- 0.4% |
$9.9K - $12.1K
|
30.2K
$3.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-123- 0.45% |
$10.1K - $12.3K
|
27.1K
$2.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-123- 0.39% |
$10.1K - $12.3K
|
31.6K
$3.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-123- 32.45% |
$10.1K - $12.3K
|
256
$26.5K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-123- 0.48% |
$10.1K - $12.3K
|
25.4K
$2.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 0.19% |
$10.2K - $12.5K
|
65K
$6.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-125- 0.62% |
$10.2K - $12.5K
|
20K
$2.07M
|