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 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.42K+ 259.12% |
$280K - $342K
|
4.74K
$479K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.41K+ 3.91% |
$278K - $340K
|
90.5K
$9.13M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.4K+ 20.04% |
$278K - $340K
|
20.4K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.4KNew |
$278K - $340K
|
3.4K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.4K+ 7.64% |
$278K - $340K
|
47.8K
$4.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.38K+ 7.1% |
$276K - $338K
|
51K
$5.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.38K+ 15.47% |
$276K - $338K
|
25.2K
$2.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.37KNew |
$276K - $337K
|
3.37K
$340K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.36K+ 121.59% |
$274K - $336K
|
6.12K
$617K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.35K+ 13.66% |
$274K - $335K
|
27.9K
$2.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.34K+ 9.55% |
$273K - $334K
|
38.3K
$3.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.34KNew |
$273K - $334K
|
3.34K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 2.23% |
$272K - $333K
|
152K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.3K+ 9.45% |
$270K - $330K
|
38.2K
$3.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
3.3KNew |
$269K - $329K
|
3.3K
$333K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 18.59% |
$269K - $329K
|
21K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.27K+ 13.89% |
$268K - $327K
|
26.8K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.27K+ 8.56% |
$268K - $327K
|
41.5K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.27K+ 12.71% |
$267K - $327K
|
29K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3.25KNew |
$266K - $325K
|
3.25K
$328K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.25K+ 5.11% |
$265K - $324K
|
66.8K
$6.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.24K+ 14.34% |
$265K - $323K
|
25.8K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.22K+ 32.69% |
$264K - $322K
|
13.1K
$1.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3.2K+ 11.63% |
$261K - $320K
|
30.7K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 16.03% |
$261K - $319K
|
23.1K
$2.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 18.28% |
$260K - $317K
|
20.5K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.18K+ 1.65% |
$260K - $317K
|
196K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.17KNew |
$260K - $317K
|
3.17K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.17K+ 2.25% |
$259K - $317K
|
144K
$14.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.17K+ 3.26% |
$259K - $316K
|
100K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.15KNew |
$258K - $315K
|
3.15K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 3.96% |
$255K - $312K
|
81.9K
$8.27M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
3.12KNew |
$255K - $312K
|
3.12K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.11K+ 15.9% |
$254K - $310K
|
22.6K
$2.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.1K+ 2.47% |
$253K - $309K
|
128K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.09KNew |
$253K - $309K
|
3.09K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.08K+ 15.99% |
$252K - $308K
|
22.3K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
3.07K+ 10.91% |
$251K - $307K
|
31.3K
$3.15M
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
3.06KNew |
$250K - $306K
|
3.06K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.04K+ 953.29% |
$249K - $304K
|
3.36K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.01K+ 2.98% |
$246K - $301K
|
104K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
3KNew |
$245K - $300K
|
3K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3K+ 1.03% |
$245K - $300K
|
295K
$29.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.99KNew |
$244K - $299K
|
2.99K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.98K+ 0.99% |
$244K - $298K
|
304K
$30.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.98KNew |
$243K - $298K
|
2.98K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.96KNew |
$242K - $296K
|
2.96K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.96K+ 12.01% |
$242K - $296K
|
27.6K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.96K+ 0.27% |
$242K - $296K
|
1.12M
$113M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
2.95K+ 12.74% |
$241K - $295K
|
26.1K
$2.64M
|