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 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
17.9K+ 10.54% |
$1.46M - $1.79M
|
188K
$19.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
17.7K+ 8.78% |
$1.45M - $1.77M
|
220K
$22.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
17.6K+ 513.4% |
$1.44M - $1.76M
|
21.1K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
17.3KNew |
$1.42M - $1.73M
|
17.3K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
17.3K+ 28.79% |
$1.41M - $1.73M
|
77.4K
$8.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
17K+ 6.19% |
$1.39M - $1.7M
|
292K
$30.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.9K+ 3.38% |
$1.38M - $1.69M
|
517K
$53.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.9K+ 9.92% |
$1.38M - $1.69M
|
187K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
16K+ 22.07% |
$1.31M - $1.6M
|
88.6K
$9.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$1.31M - $1.6M
|
16K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.8K+ 18.21% |
$1.29M - $1.58M
|
102K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.7K+ 6.31% |
$1.29M - $1.57M
|
265K
$27.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
15.6KNew |
$1.27M - $1.56M
|
15.6K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
15K+ 12.03% |
$1.22M - $1.5M
|
139K
$14.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.9K+ 4.62% |
$1.22M - $1.49M
|
337K
$34.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
14.6K+ 65.8% |
$1.2M - $1.46M
|
36.9K
$3.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
14.6K+ 14.06% |
$1.2M - $1.46M
|
119K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
14.6KNew |
$1.19M - $1.46M
|
14.6K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
14.3KNew |
$1.17M - $1.43M
|
14.3K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
14.3KNew |
$1.17M - $1.43M
|
14.3K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
14.3K+ 90.54% |
$1.17M - $1.43M
|
30K
$3.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14.2K+ 99.77% |
$1.16M - $1.42M
|
28.5K
$2.95M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
14.2K+ 4.79% |
$1.16M - $1.42M
|
311K
$32.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 14.65% |
$1.16M - $1.42M
|
111K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
14.1KNew |
$1.16M - $1.41M
|
14.1K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
13.8K+ 3300.0% |
$1.13M - $1.38M
|
14.2K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
13.8KNew |
$1.13M - $1.38M
|
13.8K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13.8K+ 9.86% |
$1.13M - $1.38M
|
154K
$15.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
13.7KNew |
$1.12M - $1.37M
|
13.7K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.5K+ 13.03% |
$1.11M - $1.35M
|
117K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.4K+ 9.94% |
$1.09M - $1.34M
|
148K
$15.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
13.3K+ 113.03% |
$1.09M - $1.33M
|
25.2K
$2.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
13.3K+ 2.2% |
$1.09M - $1.33M
|
618K
$64.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
13.3K+ 241.73% |
$1.09M - $1.33M
|
18.8K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
13.2K+ 250.39% |
$1.08M - $1.32M
|
18.4K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13K+ 32.66% |
$1.07M - $1.3M
|
53K
$5.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13K+ 34.22% |
$1.06M - $1.3M
|
51K
$5.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.8K+ 6.36% |
$1.05M - $1.28M
|
214K
$22.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12.8K+ 97.86% |
$1.05M - $1.28M
|
25.9K
$2.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
12.7K+ 0.56% |
$1.04M - $1.27M
|
2.31M
$239M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.7K+ 31.89% |
$1.04M - $1.27M
|
52.5K
$5.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
12.7K+ 9.38% |
$1.04M - $1.27M
|
148K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
12.7K+ 195.04% |
$1.03M - $1.26M
|
19.1K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
12.5K+ 3.42% |
$1.02M - $1.25M
|
377K
$39M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.4K+ 7.13% |
$1.01M - $1.24M
|
186K
$19.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.4K+ 46.27% |
$1.01M - $1.24M
|
39.1K
$4.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
12.4KNew |
$1.01M - $1.24M
|
12.4K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
12.3K+ 317.3% |
$1.01M - $1.23M
|
16.2K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
12.1K+ 11.59% |
$993K - $1.21M
|
117K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 256.1% |
$992K - $1.21M
|
16.9K
$1.75M
|