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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.28K- 14.25% |
$268K - $327K
|
19.7K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.32K- 10.4% |
$271K - $332K
|
28.6K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.32K- 41.09% |
$272K - $332K
|
4.76K
$493K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.34K- 2.07% |
$273K - $333K
|
158K
$16.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-3.34K- 43.15% |
$273K - $334K
|
4.4K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.34K- 7.04% |
$273K - $334K
|
44.1K
$4.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.35K- 8.48% |
$274K - $335K
|
36.1K
$3.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.36K- 0.83% |
$275K - $336K
|
401K
$41.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.38K- 0.86% |
$276K - $338K
|
391K
$40.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
SELL
|
- |
-3.38K- 11.66% |
$276K - $338K
|
25.6K
$2.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-3.38K- 16.72% |
$276K - $338K
|
16.8K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.38K- 29.71% |
$277K - $338K
|
8K
$829K
|
|
|
Aug 13, 2025
Q2 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-3.38K- 5.34% |
$277K - $338K
|
59.9K
$6.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.41K- 1.99% |
$279K - $341K
|
168K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.41K- 3.34% |
$279K - $341K
|
98.6K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-3.42K- 47.64% |
$280K - $342K
|
3.76K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.42K- 26.42% |
$280K - $342K
|
9.53K
$987K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.43K- 0.87% |
$281K - $343K
|
390K
$40.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
SELL
|
- |
-3.44K- 22.36% |
$281K - $344K
|
11.9K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-3.44K- 24.29% |
$282K - $344K
|
10.7K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-3.45K- 8.72% |
$282K - $345K
|
36.1K
$3.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.47K- 10.68% |
$283K - $346K
|
29K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-3.49K- 5.41% |
$285K - $349K
|
61K
$6.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-3.5K- 17.09% |
$286K - $350K
|
17K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.5K- 6.19% |
$286K - $350K
|
53K
$5.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-3.53K- 1.26% |
$288K - $352K
|
275K
$28.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3.53K- 40.15% |
$289K - $353K
|
5.26K
$545K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3.53K- 0.94% |
$289K - $353K
|
373K
$38.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.53K- 2.16% |
$289K - $353K
|
160K
$16.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.55K- 3.76% |
$290K - $355K
|
90.8K
$9.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.55K- 28.56% |
$290K - $355K
|
8.88K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-3.55K- 29.65% |
$291K - $355K
|
8.43K
$874K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.56K- 0.92% |
$291K - $356K
|
384K
$39.8M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-3.57K- 1.9% |
$292K - $357K
|
184K
$19.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.58K- 3.02% |
$292K - $358K
|
115K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.59K- 51.49% |
$293K - $359K
|
3.38K
$350K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-3.63K- 2.12% |
$297K - $363K
|
168K
$17.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.63K- 2.29% |
$297K - $363K
|
155K
$16.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-3.64K- 5.67% |
$297K - $364K
|
60.5K
$6.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-3.64K- 11.29% |
$298K - $364K
|
28.6K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-3.66K- 2.83% |
$299K - $366K
|
126K
$13M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.69K- 15.57% |
$302K - $369K
|
20K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-3.7K- 17.37% |
$303K - $370K
|
17.6K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-3.71K- 4.15% |
$304K - $371K
|
85.7K
$8.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-3.73K- 7.21% |
$305K - $373K
|
48K
$4.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-3.86K- 16.54% |
$316K - $386K
|
19.5K
$2.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.91K- 1.7% |
$319K - $391K
|
226K
$23.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-3.95K- 1.11% |
$323K - $395K
|
350K
$36.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.95K- 0.28% |
$323K - $395K
|
1.42M
$147M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-3.96K- 1.49% |
$324K - $396K
|
261K
$27M
|