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
|
Mendel Capital Management LLC
|
SELL
|
- |
-268- 0.5% |
$21.9K - $26.8K
|
53K
$5.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-270- 0.27% |
$22.1K - $27K
|
98.9K
$10.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-271- 1.58% |
$22.2K - $27.1K
|
16.9K
$1.75M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-273- 10.54% |
$22.3K - $27.3K
|
2.32K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-275- 2.33% |
$22.5K - $27.5K
|
11.5K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-275- 2.45% |
$22.5K - $27.5K
|
10.9K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-279- 5.72% |
$22.8K - $27.9K
|
4.6K
$476K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-280- 0.67% |
$22.9K - $28K
|
41.2K
$4.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-282- 2.65% |
$23.1K - $28.2K
|
10.3K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-282- 0.82% |
$23.1K - $28.2K
|
34.2K
$3.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-282- 0.27% |
$23.1K - $28.2K
|
106K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-284- 0.54% |
$23.2K - $28.4K
|
52K
$5.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-285- 1.92% |
$23.3K - $28.5K
|
14.6K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-285- 3.79% |
$23.3K - $28.5K
|
7.24K
$750K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-295- 1.01% |
$24.1K - $29.5K
|
29.1K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-296- 7.3% |
$24.2K - $29.6K
|
3.76K
$389K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-296- 8.37% |
$24.2K - $29.6K
|
3.24K
$336K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-298- 0.34% |
$24.4K - $29.8K
|
86.8K
$8.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-299- 11.59% |
$24.5K - $29.9K
|
2.28K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-300- 9.68% |
$24.5K - $30K
|
2.8K
$290K
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
SELL
|
- |
-300- 2.25% |
$24.5K - $30K
|
13K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-300- 0.45% |
$24.5K - $30K
|
66.7K
$6.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-300- 37.27% |
$24.5K - $30K
|
505
$52.3K
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-307- 3.24% |
$25.1K - $30.7K
|
9.17K
$950K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-310- 5.22% |
$25.4K - $31K
|
5.63K
$584K
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-310- 1.94% |
$25.4K - $31K
|
15.7K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-314- 0.37% |
$25.7K - $31.4K
|
85.4K
$8.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-315- 5.82% |
$25.8K - $31.5K
|
5.1K
$528K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-317- 2.06% |
$25.9K - $31.7K
|
15.1K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-317- 1.87% |
$25.9K - $31.7K
|
16.7K
$1.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-319- 0.26% |
$26.1K - $31.9K
|
125K
$12.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-320- 3.8% |
$26.2K - $32K
|
8.11K
$840K
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-320- 0.6% |
$26.2K - $32K
|
52.7K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-322- 3.64% |
$26.3K - $32.2K
|
8.52K
$883K
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-324- 0.59% |
$26.5K - $32.4K
|
54.7K
$5.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-325- 0.2% |
$26.6K - $32.5K
|
166K
$17.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-327- 3.13% |
$26.7K - $32.7K
|
10.1K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-327- 1.57% |
$26.7K - $32.7K
|
20.5K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-329- 5.0% |
$26.9K - $32.9K
|
6.26K
$648K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-330- 0.11% |
$27K - $33K
|
305K
$31.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-335- 0.57% |
$27.4K - $33.5K
|
58.7K
$6.08M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-340- 2.64% |
$27.8K - $34K
|
12.6K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-342- 12.94% |
$28K - $34.2K
|
2.3K
$238K
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-346- 7.72% |
$28.3K - $34.6K
|
4.13K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-347- 7.87% |
$28.4K - $34.7K
|
4.06K
$421K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-349- 2.58% |
$28.5K - $34.9K
|
13.2K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-351- 0.23% |
$28.7K - $35.1K
|
151K
$15.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-352- 0.77% |
$28.8K - $35.2K
|
45.3K
$4.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-354- 0.64% |
$29K - $35.4K
|
54.9K
$5.69M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-356- 5.19% |
$29.1K - $35.6K
|
6.5K
$673K
|