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
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-126- 1.86% |
$10.3K - $12.6K
|
6.65K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-127- 1.07% |
$10.4K - $12.7K
|
11.8K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-128- 2.17% |
$10.5K - $12.8K
|
5.78K
$599K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-128- 0.55% |
$10.5K - $12.8K
|
23.2K
$2.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-128- 1.6% |
$10.5K - $12.8K
|
7.87K
$815K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-128- 1.16% |
$10.5K - $12.8K
|
10.9K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-130- 0.75% |
$10.6K - $13K
|
17.2K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-130- 1.52% |
$10.6K - $13K
|
8.42K
$873K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-130- 5.55% |
$10.6K - $13K
|
2.21K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-130- 0.61% |
$10.6K - $13K
|
21.2K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-130- 0.08% |
$10.6K - $13K
|
158K
$16.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-131- 0.58% |
$10.7K - $13.1K
|
22.6K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-131- 0.65% |
$10.7K - $13.1K
|
20K
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-133- 3.3% |
$10.9K - $13.3K
|
3.9K
$404K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-136- 0.04% |
$11.1K - $13.6K
|
338K
$35M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-136- 1.71% |
$11.1K - $13.6K
|
7.8K
$808K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-138- 2.91% |
$11.3K - $13.8K
|
4.61K
$477K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-140- 2.86% |
$11.5K - $14K
|
4.75K
$492K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-141- 5.6% |
$11.5K - $14.1K
|
2.38K
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-142- 3.42% |
$11.6K - $14.2K
|
4.02K
$416K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-144- 0.7% |
$11.8K - $14.4K
|
20.5K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-144- 0.1% |
$11.8K - $14.4K
|
138K
$14.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-145- 0.58% |
$11.9K - $14.5K
|
24.7K
$2.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-145- 0.26% |
$11.9K - $14.5K
|
54.9K
$5.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-145- 0.1% |
$11.9K - $14.5K
|
138K
$14.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-146- 1.43% |
$11.9K - $14.6K
|
10.1K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-146- 5.33% |
$11.9K - $14.6K
|
2.6K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-147- 1.24% |
$12K - $14.7K
|
11.7K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-148- 4.59% |
$12.1K - $14.8K
|
3.07K
$318K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-148- 1.02% |
$12.1K - $14.8K
|
14.3K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-149- 1.76% |
$12.2K - $14.9K
|
8.32K
$862K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 2.83% |
$12.3K - $15K
|
5.16K
$534K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-150- 2.0% |
$12.3K - $15K
|
7.35K
$761K
|
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-150- 4.35% |
$12.3K - $15K
|
3.3K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-150- 4.69% |
$12.3K - $15K
|
3.05K
$316K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-150- 5.26% |
$12.3K - $15K
|
2.7K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 0.35% |
$12.3K - $15K
|
42.2K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-150- 3.0% |
$12.3K - $15K
|
4.85K
$503K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-151- 0.77% |
$12.4K - $15.1K
|
19.3K
$2M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-153- 1.14% |
$12.5K - $15.3K
|
13.3K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-154- 2.04% |
$12.6K - $15.4K
|
7.39K
$766K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-156- 5.57% |
$12.8K - $15.6K
|
2.65K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-157- 0.64% |
$12.8K - $15.7K
|
24.5K
$2.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-157- 0.59% |
$12.8K - $15.7K
|
26.6K
$2.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-158- 0.82% |
$12.9K - $15.8K
|
19.2K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-162- 0.74% |
$13.2K - $16.2K
|
21.8K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-163- 0.19% |
$13.3K - $16.3K
|
84.4K
$8.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-163- 4.24% |
$13.3K - $16.3K
|
3.68K
$382K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-164- 1.19% |
$13.4K - $16.4K
|
13.7K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-165- 3.51% |
$13.5K - $16.5K
|
4.54K
$471K
|