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 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.72K+ 6.09% |
$141K - $172K
|
30K
$3.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.72K+ 11.07% |
$141K - $172K
|
17.3K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.71K+ 2.08% |
$140K - $171K
|
84.2K
$8.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.71K+ 2.71% |
$140K - $171K
|
64.7K
$6.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.7K+ 2.56% |
$139K - $170K
|
67.9K
$6.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.69K+ 21.24% |
$138K - $169K
|
9.63K
$967K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.66K+ 4.79% |
$136K - $166K
|
36.3K
$3.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.66K+ 3.97% |
$135K - $166K
|
43.4K
$4.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.65K+ 3.97% |
$135K - $165K
|
43.3K
$4.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.63K+ 18.09% |
$133K - $163K
|
10.7K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.63K+ 2.42% |
$133K - $163K
|
68.9K
$6.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.63KNew |
$133K - $163K
|
1.63K
$163K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.63K+ 6.32% |
$133K - $162K
|
27.3K
$2.74M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.59K+ 2.33% |
$130K - $159K
|
70K
$7.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.58K+ 20.99% |
$129K - $158K
|
9.08K
$912K
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.57K+ 49.09% |
$128K - $157K
|
4.76K
$478K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.56K+ 3.22% |
$128K - $156K
|
50.1K
$5.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.56K+ 3.7% |
$128K - $156K
|
43.7K
$4.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 2.07% |
$127K - $156K
|
76.6K
$7.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.55K+ 24.51% |
$127K - $155K
|
7.88K
$792K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.55K+ 20.0% |
$127K - $155K
|
9.31K
$935K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.55K+ 30.71% |
$127K - $155K
|
6.6K
$663K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.54K+ 11.4% |
$126K - $153K
|
15K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.53K+ 3.61% |
$125K - $153K
|
43.8K
$4.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.53K+ 2.58% |
$125K - $153K
|
60.6K
$6.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 1.06% |
$124K - $151K
|
145K
$14.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
1.51K+ 22.78% |
$124K - $151K
|
8.14K
$817K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$123K - $151K
|
1.51K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.49K+ 38.97% |
$122K - $149K
|
5.31K
$533K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.48K+ 23.19% |
$121K - $148K
|
7.86K
$789K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
1.47K+ 4.59% |
$120K - $147K
|
33.5K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.47K+ 61.82% |
$120K - $147K
|
3.85K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.47K+ 20.57% |
$120K - $147K
|
8.6K
$863K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.46K+ 39.69% |
$119K - $146K
|
5.12K
$515K
|
|
|
Jul 29, 2025
Q2 2025
|
Community Bank Of Raymore
|
BUY
|
- |
1.45K+ 54.8% |
$119K - $145K
|
4.1K
$411K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.44K+ 7.0% |
$118K - $144K
|
22K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
1.44K+ 2.42% |
$118K - $144K
|
61K
$6.13M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.42K+ 15.44% |
$116K - $142K
|
10.6K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.39K+ 15.39% |
$114K - $139K
|
10.4K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.39K+ 0.79% |
$113K - $139K
|
178K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.38K+ 2.6% |
$113K - $138K
|
54.5K
$5.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.37K+ 2.21% |
$112K - $137K
|
63.4K
$6.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.35K+ 5.87% |
$111K - $135K
|
24.4K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.35K+ 1.63% |
$111K - $135K
|
84.4K
$8.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.35K+ 23.6% |
$111K - $135K
|
7.09K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 1.88% |
$110K - $135K
|
73.2K
$7.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.34K+ 13.72% |
$109K - $133K
|
11.1K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
1.33K+ 1.82% |
$109K - $133K
|
74.4K
$7.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 5.46% |
$109K - $133K
|
25.7K
$2.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.33K+ 0.66% |
$109K - $133K
|
204K
$20.4M
|