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 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 6.99% |
$85.5K - $104K
|
13.9K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.05K- 10.59% |
$86K - $105K
|
8.89K
$845K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.06K- 4.5% |
$86.4K - $106K
|
22.4K
$2.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.09K- 2.67% |
$89.3K - $109K
|
39.8K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.11K- 4.26% |
$90.4K - $110K
|
24.8K
$2.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.11K- 7.15% |
$90.4K - $110K
|
14.3K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.11K- 2.29% |
$91K - $111K
|
47.5K
$4.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 0.8% |
$91.1K - $111K
|
138K
$13.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.12K- 10.41% |
$91.4K - $112K
|
9.63K
$915K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-1.12K- 16.7% |
$91.8K - $112K
|
5.6K
$532K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-1.16K- 10.36% |
$94.6K - $116K
|
10K
$952K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.19K- 5.55% |
$97.2K - $119K
|
20.2K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.2K- 0.16% |
$98.1K - $120K
|
754K
$71.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.21K- 1.62% |
$98.7K - $121K
|
73.4K
$6.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.23K- 4.01% |
$101K - $123K
|
29.6K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.25K- 2.48% |
$102K - $125K
|
49.1K
$4.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.25K- 1.72% |
$102K - $125K
|
71.4K
$6.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 2.7% |
$107K - $131K
|
47.3K
$4.5M
|
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.35K- 3.2% |
$110K - $135K
|
40.8K
$3.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.42K- 2.42% |
$116K - $142K
|
57.4K
$5.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.46K- 40.52% |
$120K - $146K
|
2.15K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 0.9% |
$120K - $147K
|
162K
$15.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.51K- 13.42% |
$124K - $151K
|
9.75K
$927K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.51K- 1.0% |
$124K - $151K
|
149K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-1.52K- 8.72% |
$124K - $152K
|
15.9K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-1.55K- 3.53% |
$127K - $155K
|
42.5K
$4.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-1.56K- 8.75% |
$128K - $156K
|
16.3K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.59K- 26.05% |
$130K - $158K
|
4.5K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.6K- 17.11% |
$131K - $160K
|
7.76K
$738K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 3.39% |
$131K - $160K
|
45.6K
$4.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.62K- 0.41% |
$132K - $162K
|
397K
$37.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.66K- 6.5% |
$135K - $165K
|
23.8K
$2.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.67K- 12.03% |
$137K - $167K
|
12.2K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.71K- 29.63% |
$139K - $170K
|
4.05K
$385K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-1.71K- 2.19% |
$140K - $171K
|
76.5K
$7.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.75K- 2.18% |
$143K - $175K
|
78.4K
$7.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 0.72% |
$147K - $179K
|
248K
$23.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.82K- 5.52% |
$149K - $182K
|
31.2K
$2.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.85K- 11.42% |
$151K - $184K
|
14.3K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.85K- 13.14% |
$151K - $185K
|
12.2K
$1.16M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-1.97K- 2.53% |
$161K - $197K
|
76K
$7.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.99K- 8.17% |
$163K - $199K
|
22.4K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.09K- 4.23% |
$171K - $208K
|
47.2K
$4.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.12K- 11.34% |
$173K - $212K
|
16.6K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 9.35% |
$174K - $212K
|
20.6K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.13K- 3.18% |
$174K - $213K
|
64.8K
$6.16M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.21K- 1.17% |
$181K - $221K
|
187K
$17.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-2.22K- 17.9% |
$182K - $222K
|
10.2K
$969K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.31K- 4.38% |
$189K - $231K
|
50.4K
$4.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.32K- 4.45% |
$189K - $232K
|
49.7K
$4.73M
|