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
|
Mengis Capital Management, Inc.
|
BUY
|
- |
5.5K+ 235.45% |
$450K - $550K
|
7.84K
$812K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.41K+ 8.98% |
$442K - $541K
|
65.6K
$6.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.4K+ 22.77% |
$442K - $540K
|
29.1K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Freemont Management S.A.
|
BUY
|
- |
5.4K+ 30.34% |
$442K - $540K
|
23.2K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
5.4K+ 7.71% |
$442K - $540K
|
75.4K
$7.81M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.3K+ 54.16% |
$434K - $530K
|
15.1K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.3K+ 11.27% |
$433K - $529K
|
52.3K
$5.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.23K+ 8.14% |
$428K - $523K
|
69.5K
$7.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.2K+ 12.0% |
$426K - $520K
|
48.6K
$5.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
5.19K+ 129675.0% |
$424K - $519K
|
5.19K
$538K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
5.14KNew |
$420K - $514K
|
5.14K
$533K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
5.11K+ 18.39% |
$418K - $511K
|
32.9K
$3.41M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.09K+ 3.01% |
$416K - $508K
|
174K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
5.08K+ 20.71% |
$415K - $508K
|
29.6K
$3.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.08K+ 9.87% |
$415K - $507K
|
56.5K
$5.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.07K+ 85.02% |
$415K - $507K
|
11K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5.04K+ 27.08% |
$412K - $504K
|
23.6K
$2.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.03KNew |
$411K - $503K
|
5.03K
$521K
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
5.03KNew |
$411K - $502K
|
5.03K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5.02KNew |
$411K - $502K
|
5.02K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.98K+ 0.18% |
$407K - $497K
|
2.8M
$290M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.94K+ 109.2% |
$404K - $494K
|
9.46K
$980K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.92K+ 2.62% |
$403K - $492K
|
193K
$20M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.9K+ 82.66% |
$401K - $490K
|
10.8K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4.9K+ 16.71% |
$401K - $490K
|
34.2K
$3.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.88K+ 7.77% |
$399K - $488K
|
67.7K
$7.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
4.85KNew |
$397K - $485K
|
4.85K
$503K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.83K+ 173.89% |
$395K - $483K
|
7.61K
$788K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.76K+ 11.56% |
$390K - $476K
|
46K
$4.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.76K+ 83.48% |
$389K - $476K
|
10.5K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
4.73K+ 11.68% |
$386K - $472K
|
45.2K
$4.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
4.68KNew |
$383K - $468K
|
4.68K
$485K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.68K+ 8.84% |
$383K - $468K
|
57.6K
$5.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.68K+ 10.39% |
$383K - $468K
|
49.7K
$5.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
4.67KNew |
$382K - $467K
|
4.67K
$484K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4.62K+ 718.66% |
$378K - $462K
|
5.26K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
4.61KNew |
$377K - $461K
|
4.61K
$477K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
4.55K+ 0.2% |
$372K - $455K
|
2.27M
$235M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.52K+ 17.28% |
$370K - $452K
|
30.7K
$3.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.5KNew |
$368K - $450K
|
4.5K
$466K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.5K+ 1.41% |
$368K - $450K
|
323K
$33.5M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.49K+ 15.72% |
$367K - $448K
|
33K
$3.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.45K+ 4.27% |
$364K - $445K
|
109K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.45K+ 8.12% |
$364K - $445K
|
59.2K
$6.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.45K+ 18.36% |
$364K - $445K
|
28.7K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.44K+ 59.78% |
$363K - $444K
|
11.9K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4.38K+ 39.62% |
$359K - $438K
|
15.4K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.37K+ 13.37% |
$357K - $437K
|
37.1K
$3.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.37K+ 4.13% |
$357K - $437K
|
110K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.36K+ 6.84% |
$356K - $436K
|
68K
$7.05M
|