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
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
4.31K+ 13.39% |
$353K - $431K
|
36.5K
$3.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.28K+ 33.08% |
$350K - $428K
|
17.2K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.26KNew |
$348K - $426K
|
4.26K
$441K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.21K+ 6.32% |
$345K - $421K
|
70.9K
$7.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.2K+ 1377.05% |
$344K - $420K
|
4.51K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.17KNew |
$341K - $417K
|
4.17K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.13K+ 38.71% |
$338K - $413K
|
14.8K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.12K+ 11.81% |
$337K - $411K
|
38.9K
$4.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.08K+ 13.2% |
$333K - $408K
|
35K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.06K+ 21.98% |
$332K - $406K
|
22.5K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.03K+ 41.64% |
$329K - $402K
|
13.7K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4K+ 8.3% |
$327K - $400K
|
52.2K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 20.12% |
$327K - $399K
|
23.8K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.97KNew |
$325K - $397K
|
3.97K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
3.95K+ 63.63% |
$323K - $395K
|
10.2K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.93K+ 149.51% |
$321K - $393K
|
6.56K
$679K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.91K+ 11.28% |
$320K - $391K
|
38.5K
$3.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.85K+ 11.86% |
$315K - $385K
|
36.3K
$3.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.84K+ 168.3% |
$314K - $384K
|
6.12K
$634K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.82K+ 70.16% |
$313K - $382K
|
9.27K
$960K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
3.78KNew |
$309K - $378K
|
3.78K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.78K+ 5.63% |
$309K - $377K
|
70.8K
$7.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.77K+ 6.24% |
$308K - $376K
|
64.1K
$6.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.77K+ 12.21% |
$308K - $376K
|
34.6K
$3.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 14.09% |
$307K - $375K
|
30.4K
$3.15M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.74K+ 2.1% |
$306K - $374K
|
182K
$18.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.74K+ 21.78% |
$306K - $374K
|
20.9K
$2.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.7K+ 7.05% |
$302K - $370K
|
56.1K
$5.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.7K+ 41.14% |
$302K - $369K
|
12.7K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.64K+ 4.01% |
$298K - $364K
|
94.6K
$9.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$294K - $360K
|
3.6K
$373K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
3.58K+ 7.38% |
$293K - $358K
|
52.1K
$5.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
3.58KNew |
$293K - $358K
|
3.58K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.54K+ 23.65% |
$290K - $354K
|
18.5K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.54K+ 17.72% |
$289K - $354K
|
23.5K
$2.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.54K+ 1.8% |
$289K - $353K
|
200K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.53K+ 21.0% |
$289K - $353K
|
20.3K
$2.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
3.53K+ 8.3% |
$288K - $352K
|
46K
$4.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.49KNew |
$285K - $349K
|
3.49K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.46KNew |
$283K - $346K
|
3.46K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
3.43K+ 13.98% |
$281K - $343K
|
28K
$2.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.42K+ 259.12% |
$280K - $342K
|
4.74K
$492K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.41K+ 3.91% |
$278K - $340K
|
90.5K
$9.38M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.4K+ 20.04% |
$278K - $340K
|
20.4K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.4KNew |
$278K - $340K
|
3.4K
$352K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.4K+ 7.64% |
$278K - $340K
|
47.8K
$4.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.38K+ 7.1% |
$276K - $338K
|
51K
$5.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.38K+ 15.47% |
$276K - $338K
|
25.2K
$2.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.37KNew |
$276K - $337K
|
3.37K
$350K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.36K+ 121.59% |
$274K - $336K
|
6.12K
$634K
|