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 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.97K- 25.62% |
$570K - $696K
|
20.2K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.97K- 0.92% |
$570K - $697K
|
747K
$77.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.04K- 2.83% |
$576K - $704K
|
242K
$25.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-7.07K- 20.43% |
$578K - $706K
|
27.5K
$2.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-7.1K- 1.97% |
$581K - $710K
|
353K
$36.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-7.11K- 8.98% |
$581K - $711K
|
72K
$7.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-7.2K- 2.09% |
$589K - $720K
|
337K
$34.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-7.25K- 9.94% |
$593K - $725K
|
65.7K
$6.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.25K- 27.28% |
$593K - $725K
|
19.3K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-7.32K- 6.2% |
$598K - $731K
|
111K
$11.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-7.34K- 95.95% |
$600K - $734K
|
310
$32.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.47K- 7.34% |
$611K - $747K
|
94.3K
$9.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.57K- 1.51% |
$619K - $757K
|
494K
$51.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-7.59K- 11.94% |
$621K - $759K
|
56K
$5.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-7.6K- 45.43% |
$621K - $759K
|
9.12K
$945K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-7.65K- 0.59% |
$626K - $765K
|
1.29M
$134M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.75K- 0.72% |
$634K - $775K
|
1.07M
$110M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.77K- 2.32% |
$635K - $776K
|
326K
$33.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7.89K- 33.2% |
$645K - $788K
|
15.9K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-7.99K- 13.52% |
$653K - $799K
|
51.1K
$5.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-8.01K- 7.47% |
$655K - $800K
|
99.2K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-8.01K- 9.59% |
$655K - $801K
|
75.6K
$7.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-8.04K- 65.28% |
$658K - $804K
|
4.28K
$443K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-8.16K- 8.49% |
$667K - $816K
|
88K
$9.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-8.18K- 2.61% |
$669K - $818K
|
306K
$31.7M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-8.2K- 69.39% |
$670K - $819K
|
3.62K
$375K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.22K- 19.44% |
$672K - $822K
|
34.1K
$3.53M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-8.35K- 43.02% |
$683K - $835K
|
11.1K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8.37K- 1.65% |
$685K - $837K
|
499K
$51.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-8.42K- 13.89% |
$688K - $841K
|
52.2K
$5.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-8.44K- 21.11% |
$690K - $844K
|
31.5K
$3.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-8.61K- 10.84% |
$704K - $861K
|
70.8K
$7.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-8.62K- 78.53% |
$705K - $861K
|
2.36K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.69K- 5.01% |
$711K - $869K
|
165K
$17.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.74K- 5.87% |
$715K - $874K
|
140K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-8.74K- 5.37% |
$715K - $874K
|
154K
$16M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8.77K- 26.76% |
$717K - $877K
|
24K
$2.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-8.79K- 9.55% |
$719K - $879K
|
83.3K
$8.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-8.94K- 2.92% |
$731K - $893K
|
297K
$30.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.96K- 3.59% |
$733K - $896K
|
241K
$25M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-8.98K- 78.38% |
$734K - $897K
|
2.48K
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-9K- 75.0% |
$736K - $900K
|
3K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-9K- 22.5% |
$736K - $900K
|
31K
$3.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-9.04K- 11.78% |
$739K - $904K
|
67.7K
$7.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-9.13K- 4.16% |
$747K - $913K
|
210K
$21.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-9.13K- 3.22% |
$747K - $913K
|
275K
$28.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-9.3K- 19.36% |
$761K - $930K
|
38.7K
$4.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.32K- 46.7% |
$762K - $931K
|
10.6K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-9.32K- 52.25% |
$762K - $932K
|
8.52K
$883K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-9.33K- 51.48% |
$763K - $933K
|
8.79K
$911K
|