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 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.33KNew |
$109K - $133K
|
1.33K
$133K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.32K+ 22.5% |
$108K - $132K
|
7.19K
$722K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.32K+ 1.55% |
$108K - $132K
|
86.5K
$8.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 6.85% |
$107K - $131K
|
20.5K
$2.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.31K+ 1.23% |
$107K - $131K
|
108K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.3K+ 2.23% |
$106K - $130K
|
59.7K
$5.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$106K - $129K
|
1.29K
$130K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.29K+ 9.56% |
$105K - $129K
|
14.7K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
1.28K+ 10.14% |
$105K - $128K
|
13.9K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 19.26% |
$104K - $127K
|
7.88K
$792K
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.26K+ 0.65% |
$103K - $126K
|
196K
$19.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.26K+ 0.81% |
$103K - $126K
|
156K
$15.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.26K+ 2.09% |
$103K - $126K
|
61.4K
$6.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.25K+ 4.01% |
$102K - $125K
|
32.4K
$3.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.24K+ 13.53% |
$102K - $124K
|
10.4K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.24K+ 2.37% |
$102K - $124K
|
53.7K
$5.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.24K+ 1.27% |
$102K - $124K
|
99.3K
$9.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.24K+ 4.19% |
$101K - $124K
|
30.8K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 1.86% |
$101K - $123K
|
67.5K
$6.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.23K+ 10.31% |
$101K - $123K
|
13.2K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.23K+ 4.79% |
$101K - $123K
|
26.9K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.22K+ 3.12% |
$99.9K - $122K
|
40.4K
$4.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.22K+ 7.03% |
$99.9K - $122K
|
18.6K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.22K+ 9.1% |
$99.7K - $122K
|
14.6K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.22K+ 8.26% |
$99.5K - $122K
|
15.9K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 19.58% |
$99.5K - $122K
|
7.43K
$746K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.2K+ 27.02% |
$98.1K - $120K
|
5.64K
$566K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.2K+ 4.1% |
$98.1K - $120K
|
30.4K
$3.06M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.2K+ 5.98% |
$97.9K - $120K
|
21.2K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.19K+ 8.99% |
$96.9K - $118K
|
14.4K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.18K+ 10.28% |
$96.5K - $118K
|
12.7K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.17K+ 15.42% |
$95.4K - $117K
|
8.74K
$877K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.16K+ 70.8% |
$94.8K - $116K
|
2.8K
$281K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
1.16K+ 13.71% |
$94.8K - $116K
|
9.62K
$965K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.16K+ 9.27% |
$94.8K - $116K
|
13.7K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.15K+ 36.06% |
$94.2K - $115K
|
4.35K
$436K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.15K+ 8.36% |
$94K - $115K
|
14.9K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.15K+ 7.64% |
$94K - $115K
|
16.2K
$1.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.15K+ 34.54% |
$93.6K - $114K
|
4.46K
$448K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.14K+ 3.62% |
$93.3K - $114K
|
32.6K
$3.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.13K+ 1.19% |
$92.3K - $113K
|
96K
$9.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.12K+ 0.3% |
$91.2K - $111K
|
370K
$37.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.11K+ 0.51% |
$90.4K - $110K
|
217K
$21.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.11K+ 3.48% |
$90.4K - $110K
|
32.9K
$3.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.1K+ 8.23% |
$89.7K - $110K
|
14.4K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.1K+ 9.64% |
$89.7K - $110K
|
12.5K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.1KNew |
$89.6K - $109K
|
1.1K
$110K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.09K+ 4.77% |
$88.7K - $108K
|
23.8K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.08K+ 5.01% |
$88.6K - $108K
|
22.7K
$2.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.08K+ 0.97% |
$88.4K - $108K
|
113K
$11.3M
|