Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.19% |
$2.13K - $2.6K
|
13.4K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25+ 0.72% |
$2.04K - $2.5K
|
3.48K
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20+ 0.43% |
$1.64K - $2K
|
4.66K
$443K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.04% |
$1.64K - $2K
|
55.1K
$5.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18+ 0.32% |
$1.47K - $1.8K
|
5.59K
$532K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
18+ 0.25% |
$1.47K - $1.8K
|
7.35K
$699K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
16+ 0.07% |
$1.31K - $1.6K
|
21.7K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
16+ 0.16% |
$1.31K - $1.6K
|
9.88K
$940K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
16+ 0.62% |
$1.31K - $1.6K
|
2.61K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 0.33% |
$1.23K - $1.5K
|
4.62K
$439K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14+ 0.11% |
$1.15K - $1.4K
|
12.8K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
14+ 0.14% |
$1.15K - $1.4K
|
10.2K
$974K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
14+ 0.2% |
$1.15K - $1.4K
|
7.07K
$672K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14+ 0.03% |
$1.15K - $1.4K
|
48K
$4.57M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14+ 0.15% |
$1.15K - $1.4K
|
9.5K
$903K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
13+ 0.23% |
$1.06K - $1.3K
|
5.74K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
13+ 0.52% |
$1.06K - $1.3K
|
2.51K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
12+ 0.5% |
$981 - $1.2K
|
2.39K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
12+ 0.24% |
$981 - $1.2K
|
4.97K
$472K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
11+ 0.45% |
$900 - $1.1K
|
2.46K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11+ 0.14% |
$900 - $1.1K
|
7.81K
$742K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
10+ 0.16% |
$818 - $1K
|
6.21K
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.05% |
$736 - $900
|
16.7K
$1.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
9+ 0.24% |
$736 - $900
|
3.79K
$360K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
9+ 0.14% |
$736 - $900
|
6.64K
$632K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.25% |
$654 - $800
|
3.24K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8+ 0.14% |
$654 - $800
|
5.55K
$527K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8+ 0.31% |
$654 - $800
|
2.57K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
7+ 0.06% |
$573 - $700
|
11.1K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
7+ 0.07% |
$573 - $700
|
9.42K
$896K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6+ 0.17% |
$491 - $600
|
3.46K
$329K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
6+ 0.16% |
$491 - $600
|
3.85K
$366K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6+ 0.21% |
$491 - $600
|
2.83K
$269K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.05% |
$491 - $600
|
12.3K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$409 - $500
|
2.28K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$409 - $500
|
4.08K
$388K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4+ 0.04% |
$327 - $400
|
8.96K
$852K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4+ 0.17% |
$327 - $400
|
2.39K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4+ 0.17% |
$327 - $400
|
2.29K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.06% |
$245 - $300
|
5.17K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
6.32K
$601K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
5.89K
$560K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
7.85K
$746K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.01% |
$164 - $200
|
22K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
7.03K
$668K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
9.23K
$878K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.15% |
$81.8 - $100
|
677
$64.4K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
5.38K
$512K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.9M+ 79.54% |
$3.71B - $4.61B
|
99M
$9.41B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
28.8MNew |
$2.44B - $3.03B
|
28.8M
$2.74B
|
|