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 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-359- 7.6% |
$29.4K - $35.9K
|
4.36K
$452K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-361- 6.43% |
$29.5K - $36.1K
|
5.26K
$545K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-364- 6.21% |
$29.8K - $36.4K
|
5.49K
$569K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-364- 1.75% |
$29.8K - $36.4K
|
20.4K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-364- 2.74% |
$29.8K - $36.4K
|
12.9K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-367- 4.98% |
$30K - $36.7K
|
7K
$726K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-368- 6.15% |
$30.1K - $36.8K
|
5.62K
$582K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-372- 60.1% |
$30.4K - $37.2K
|
247
$25.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-373- 0.82% |
$30.5K - $37.3K
|
45.3K
$4.69M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-377- 1.39% |
$30.8K - $37.7K
|
26.8K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-377- 0.08% |
$30.8K - $37.7K
|
459K
$47.5M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-379- 1.7% |
$31K - $37.9K
|
21.9K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-383- 1.35% |
$31.3K - $38.3K
|
28K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-388- 5.05% |
$31.7K - $38.8K
|
7.29K
$755K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-388- 1.81% |
$31.7K - $38.8K
|
21.1K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-392- 1.2% |
$32.1K - $39.2K
|
32.2K
$3.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-395- 10.44% |
$32.3K - $39.5K
|
3.39K
$351K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-396- 1.85% |
$32.4K - $39.6K
|
21K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Oakmont Corp
|
SELL
|
- |
-398- 0.36% |
$32.6K - $39.8K
|
110K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-398- 6.59% |
$32.6K - $39.8K
|
5.64K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-399- 13.76% |
$32.6K - $39.9K
|
2.5K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-400- 1.97% |
$32.7K - $40K
|
19.9K
$2.06M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-403- 1.58% |
$33K - $40.3K
|
25.2K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-405- 1.25% |
$33.1K - $40.5K
|
32K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-405- 12.61% |
$33.1K - $40.5K
|
2.81K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-406- 0.5% |
$33.2K - $40.6K
|
81.1K
$8.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-407- 1.72% |
$33.3K - $40.7K
|
23.3K
$2.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-407- 1.03% |
$33.3K - $40.7K
|
39.1K
$4.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-408- 0.15% |
$33.4K - $40.8K
|
271K
$28M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-410- 3.11% |
$33.5K - $41K
|
12.8K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-410- 2.04% |
$33.5K - $41K
|
19.7K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-411- 3.53% |
$33.6K - $41.1K
|
11.2K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-412- 1.88% |
$33.7K - $41.2K
|
21.6K
$2.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-413- 15.02% |
$33.8K - $41.3K
|
2.34K
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-414- 11.72% |
$33.9K - $41.4K
|
3.12K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-415- 10.94% |
$33.9K - $41.5K
|
3.38K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-417- 10.59% |
$34.1K - $41.7K
|
3.52K
$365K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-424- 1.32% |
$34.7K - $42.4K
|
31.7K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-424- 5.7% |
$34.7K - $42.4K
|
7.02K
$728K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-425- 4.71% |
$34.8K - $42.5K
|
8.6K
$891K
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-425- 3.25% |
$34.8K - $42.5K
|
12.6K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-429- 17.06% |
$35.1K - $42.9K
|
2.09K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-430- 4.8% |
$35.2K - $43K
|
8.54K
$885K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-432- 2.38% |
$35.3K - $43.2K
|
17.7K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-432- 3.5% |
$35.3K - $43.2K
|
11.9K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-433- 0.87% |
$35.4K - $43.3K
|
49.1K
$5.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-434- 0.84% |
$35.5K - $43.4K
|
51.2K
$5.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-434- 0.87% |
$35.5K - $43.4K
|
49.7K
$5.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-435- 5.31% |
$35.6K - $43.5K
|
7.76K
$804K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-435- 6.55% |
$35.6K - $43.5K
|
6.21K
$643K
|