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
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-1.18K- 18.12% |
$96.3K - $118K
|
5.32K
$551K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.18K- 4.88% |
$96.8K - $118K
|
23K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.19K- 14.37% |
$96.9K - $118K
|
7.06K
$732K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.19K- 3.99% |
$97K - $119K
|
28.6K
$2.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.19K- 5.55% |
$97.2K - $119K
|
20.2K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 10.14% |
$97.4K - $119K
|
10.6K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.19K- 1.54% |
$97.7K - $119K
|
76.3K
$7.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.2K- 0.16% |
$98.1K - $120K
|
754K
$78.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.2K- 27.14% |
$98.1K - $120K
|
3.22K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.2K- 0.67% |
$98.1K - $120K
|
179K
$18.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.21K- 10.32% |
$98.6K - $120K
|
10.5K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.21K- 1.62% |
$98.7K - $121K
|
73.4K
$7.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-1.21K- 8.03% |
$99K - $121K
|
13.9K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-1.21K- 14.56% |
$99.3K - $121K
|
7.12K
$738K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-1.22K- 13.48% |
$99.6K - $122K
|
7.82K
$810K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-1.23K- 10.72% |
$100K - $122K
|
10.2K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.23K- 8.2% |
$101K - $123K
|
13.8K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.23K- 4.01% |
$101K - $123K
|
29.6K
$3.06M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.23K- 2.02% |
$101K - $123K
|
60K
$6.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.25K- 2.48% |
$102K - $125K
|
49.1K
$5.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.25K- 1.18% |
$102K - $125K
|
104K
$10.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.25K- 5.14% |
$102K - $125K
|
23K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.25K- 14.89% |
$102K - $125K
|
7.15K
$741K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.25K- 1.72% |
$102K - $125K
|
71.4K
$7.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.26K- 2.82% |
$103K - $125K
|
43.3K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.27K- 6.17% |
$104K - $127K
|
19.3K
$2M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.27K- 9.0% |
$104K - $127K
|
12.9K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.28K- 11.0% |
$105K - $128K
|
10.3K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 2.7% |
$107K - $131K
|
47.3K
$4.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.32K- 30.06% |
$108K - $132K
|
3.07K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-1.33K- 3.04% |
$108K - $132K
|
42.3K
$4.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.33K- 2.65% |
$108K - $133K
|
48.8K
$5.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.33K- 6.68% |
$109K - $133K
|
18.6K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.34K- 2.26% |
$109K - $134K
|
57.8K
$5.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-1.34K- 7.19% |
$110K - $134K
|
17.3K
$1.8M
|
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.35K- 3.2% |
$110K - $135K
|
40.8K
$4.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.35K- 1.74% |
$110K - $135K
|
76.1K
$7.88M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-1.35K- 20.13% |
$110K - $135K
|
5.36K
$556K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.35K- 29.01% |
$111K - $135K
|
3.31K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.36K- 0.09% |
$111K - $136K
|
1.54M
$159M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.37K- 4.26% |
$112K - $137K
|
30.8K
$3.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1.37K- 2.63% |
$112K - $137K
|
50.7K
$5.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.39K- 29.67% |
$114K - $139K
|
3.3K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 2.04% |
$115K - $140K
|
67.3K
$6.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.41K- 1.84% |
$115K - $141K
|
75K
$7.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.42K- 2.42% |
$116K - $142K
|
57.4K
$5.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.43K- 0.66% |
$117K - $143K
|
214K
$22.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.43K- 10.52% |
$117K - $143K
|
12.2K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.43K- 1.08% |
$117K - $143K
|
132K
$13.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.44K- 2.8% |
$118K - $144K
|
50K
$5.18M
|