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 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.44K+ 4.68% |
$608K - $744K
|
166K
$17.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.42KNew |
$607K - $742K
|
7.42K
$769K
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
7.36KNew |
$602K - $735K
|
7.36K
$762K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.27K+ 58.06% |
$595K - $727K
|
19.8K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.27KNew |
$594K - $726K
|
7.27K
$753K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.13KNew |
$583K - $713K
|
7.13K
$739K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.1K+ 1.18% |
$581K - $710K
|
611K
$63.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
7.06K+ 15.26% |
$578K - $706K
|
53.3K
$5.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.05KNew |
$576K - $705K
|
7.05K
$730K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.03K+ 5.17% |
$575K - $703K
|
143K
$14.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.01K+ 767.4% |
$574K - $701K
|
7.93K
$821K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7K+ 0.35% |
$573K - $700K
|
2.03M
$210M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
6.83K+ 41.52% |
$559K - $683K
|
23.3K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.82K+ 8.28% |
$557K - $681K
|
89.2K
$9.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.79K+ 12.68% |
$555K - $679K
|
60.3K
$6.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.79K+ 17.15% |
$555K - $678K
|
46.3K
$4.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.75K+ 5.67% |
$552K - $675K
|
126K
$13M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
6.73K+ 4.35% |
$550K - $673K
|
161K
$16.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.73K+ 2.63% |
$550K - $673K
|
262K
$27.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.64K+ 4.48% |
$543K - $664K
|
155K
$16.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.61K+ 3.39% |
$540K - $661K
|
202K
$20.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.59K+ 11.44% |
$539K - $659K
|
64.2K
$6.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
6.47K+ 8.21% |
$530K - $647K
|
85.3K
$8.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.46K+ 28.63% |
$528K - $646K
|
29K
$3.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
6.43K+ 30.2% |
$526K - $643K
|
27.7K
$2.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.29K+ 32.14% |
$514K - $629K
|
25.8K
$2.68M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
6.27K+ 2.5% |
$513K - $627K
|
258K
$26.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.18K+ 0.16% |
$505K - $618K
|
3.9M
$405M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.17K+ 11.2% |
$505K - $617K
|
61.3K
$6.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.15K+ 114.81% |
$503K - $615K
|
11.5K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
6.13K+ 1.18% |
$501K - $613K
|
526K
$54.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
6.03K+ 45.7% |
$493K - $603K
|
19.2K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.01KNew |
$492K - $601K
|
6.01K
$623K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.01K+ 92.68% |
$491K - $600K
|
12.5K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
6K+ 34.39% |
$491K - $600K
|
23.5K
$2.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6KNew |
$490K - $599K
|
6K
$621K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.98K+ 18.55% |
$489K - $598K
|
38.2K
$3.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.97K+ 44.71% |
$488K - $597K
|
19.3K
$2M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.88K+ 44.3% |
$481K - $587K
|
19.1K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.86KNew |
$480K - $586K
|
5.86K
$608K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.86K+ 248.07% |
$479K - $586K
|
8.22K
$852K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.76KNew |
$471K - $576K
|
5.76K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.75KNew |
$471K - $575K
|
5.75K
$596K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.75K+ 19.5% |
$470K - $575K
|
35.2K
$3.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.73KNew |
$468K - $573K
|
5.73K
$593K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.69K+ 2.48% |
$465K - $569K
|
235K
$24.4M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
5.68K+ 89.32% |
$464K - $568K
|
12K
$1.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
5.57KNew |
$456K - $557K
|
5.57K
$577K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.53K+ 74.02% |
$452K - $553K
|
13K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.51K+ 2.88% |
$450K - $551K
|
196K
$20.4M
|