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 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.69K- 4.48% |
$220K - $269K
|
57.3K
$5.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.72K- 3.97% |
$223K - $272K
|
65.8K
$6.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.73K- 2.69% |
$223K - $273K
|
98.7K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.73K- 16.14% |
$224K - $273K
|
14.2K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-2.75K- 5.47% |
$225K - $275K
|
47.6K
$4.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.76K- 9.81% |
$226K - $276K
|
25.4K
$2.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.76K- 16.92% |
$226K - $276K
|
13.6K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-2.8K- 22.45% |
$229K - $280K
|
9.67K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.8K- 8.78% |
$229K - $280K
|
29.1K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.8K- 1.69% |
$229K - $280K
|
163K
$16.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.81K- 4.62% |
$230K - $281K
|
57.9K
$6M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.81K- 2.08% |
$230K - $281K
|
132K
$13.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.82K- 2.72% |
$231K - $282K
|
101K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.84K- 14.79% |
$232K - $284K
|
16.3K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.84K- 6.96% |
$232K - $284K
|
38K
$3.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.85K- 50.01% |
$233K - $285K
|
2.85K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.87K- 3.52% |
$235K - $287K
|
78.8K
$8.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.88K- 6.03% |
$235K - $287K
|
44.8K
$4.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.89K- 2.36% |
$236K - $289K
|
120K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-2.89K- 1.92% |
$236K - $289K
|
148K
$15.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-2.91K- 25.07% |
$238K - $291K
|
8.71K
$902K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-2.93K- 47.62% |
$239K - $292K
|
3.22K
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.95K- 4.46% |
$241K - $294K
|
63.1K
$6.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.95K- 0.95% |
$241K - $295K
|
309K
$32M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.99K- 13.87% |
$244K - $299K
|
18.6K
$1.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3K- 13.98% |
$246K - $300K
|
18.5K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3K- 7.89% |
$246K - $300K
|
35.1K
$3.63M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-3.03K- 35.08% |
$247K - $302K
|
5.6K
$580K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.03K- 0.42% |
$247K - $303K
|
716K
$74.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.03K- 2.3% |
$248K - $303K
|
129K
$13.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.04K- 37.44% |
$248K - $304K
|
5.07K
$526K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.04K- 5.98% |
$248K - $304K
|
47.7K
$4.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3.06K- 5.4% |
$250K - $305K
|
53.5K
$5.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.06K- 3.69% |
$250K - $306K
|
79.8K
$8.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.07K- 17.39% |
$251K - $307K
|
14.6K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.1K- 0.99% |
$254K - $310K
|
309K
$32M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-3.12K- 11.92% |
$255K - $312K
|
23K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-3.12K- 31.39% |
$255K - $312K
|
6.81K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.12K- 0.52% |
$256K - $312K
|
598K
$62M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.13K- 10.07% |
$256K - $313K
|
27.9K
$2.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-3.15K- 7.35% |
$258K - $315K
|
39.7K
$4.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-3.17K- 4.81% |
$259K - $317K
|
62.7K
$6.5M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-3.18K- 1.04% |
$260K - $318K
|
302K
$31.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.24K- 1.47% |
$265K - $324K
|
216K
$22.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.24K- 0.88% |
$265K - $324K
|
363K
$37.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.24K- 6.01% |
$265K - $324K
|
50.7K
$5.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-3.24K- 53.07% |
$265K - $324K
|
2.87K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.25K- 46.8% |
$266K - $325K
|
3.69K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.26K- 16.27% |
$266K - $326K
|
16.8K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-3.26K- 8.54% |
$267K - $326K
|
34.9K
$3.62M
|