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 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.13K- 3.18% |
$174K - $213K
|
64.8K
$6.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.15K- 0.67% |
$176K - $215K
|
317K
$32.8M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.15K- 29.61% |
$176K - $215K
|
5.11K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-2.15K- 5.65% |
$176K - $215K
|
35.9K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-2.18K- 1.35% |
$178K - $218K
|
159K
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.19K- 1.43% |
$179K - $219K
|
151K
$15.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 29.97% |
$179K - $219K
|
5.13K
$531K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.21K- 1.17% |
$181K - $221K
|
187K
$19.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-2.22K- 17.9% |
$182K - $222K
|
10.2K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.23K- 4.48% |
$182K - $222K
|
47.5K
$4.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.24K- 3.5% |
$183K - $224K
|
61.7K
$6.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.25K- 2.4% |
$184K - $225K
|
91.5K
$9.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.29K- 1.35% |
$187K - $229K
|
168K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-2.3K- 8.55% |
$188K - $230K
|
24.6K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.31K- 4.38% |
$189K - $231K
|
50.4K
$5.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.31K- 12.49% |
$189K - $231K
|
16.2K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.32K- 4.45% |
$189K - $232K
|
49.7K
$5.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.33K- 9.44% |
$190K - $232K
|
22.3K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.33K- 1.2% |
$191K - $233K
|
192K
$19.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.34K- 6.94% |
$191K - $234K
|
31.3K
$3.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-2.35K- 8.81% |
$192K - $235K
|
24.4K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.38K- 13.51% |
$194K - $237K
|
15.2K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-2.38K- 5.98% |
$194K - $238K
|
37.4K
$3.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.39K- 5.24% |
$195K - $238K
|
43.2K
$4.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.39K- 17.5% |
$195K - $239K
|
11.3K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.4K- 1.3% |
$196K - $240K
|
182K
$18.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-2.41K- 4.23% |
$197K - $240K
|
54.4K
$5.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 4.87% |
$198K - $242K
|
47.2K
$4.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-2.43K- 18.32% |
$199K - $243K
|
10.8K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.44K- 4.26% |
$200K - $244K
|
54.9K
$5.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.46K- 11.21% |
$201K - $246K
|
19.5K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.46K- 1.86% |
$201K - $246K
|
130K
$13.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.52K- 9.9% |
$206K - $252K
|
22.9K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-2.53K- 3.62% |
$207K - $253K
|
67.4K
$6.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-2.55K- 0.98% |
$208K - $254K
|
256K
$26.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.56K- 36.15% |
$210K - $256K
|
4.53K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.57K- 8.12% |
$210K - $256K
|
29K
$3.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.57K- 1.34% |
$210K - $257K
|
190K
$19.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.57K- 29.3% |
$211K - $257K
|
6.21K
$644K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.58K- 0.39% |
$211K - $257K
|
654K
$67.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-2.58K- 26.77% |
$211K - $257K
|
7.05K
$730K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.59K- 2.6% |
$212K - $259K
|
96.9K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-2.6K- 24.53% |
$213K - $260K
|
8K
$829K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.6K- 5.53% |
$213K - $260K
|
44.5K
$4.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.61K- 0.57% |
$213K - $261K
|
458K
$47.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.62K- 0.58% |
$214K - $262K
|
452K
$46.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.63K- 4.38% |
$215K - $263K
|
57.4K
$5.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.65K- 3.45% |
$216K - $265K
|
74K
$7.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.66K- 19.16% |
$217K - $266K
|
11.2K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.66K- 4.75% |
$217K - $266K
|
53.3K
$5.52M
|