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 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
5.68K+ 89.32% |
$464K - $568K
|
12K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
5.4K+ 7.71% |
$442K - $540K
|
75.4K
$7.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.2K+ 12.0% |
$426K - $520K
|
48.6K
$4.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5.04K+ 27.08% |
$412K - $504K
|
23.6K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.83K+ 173.89% |
$395K - $483K
|
7.61K
$723K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
4.61KNew |
$377K - $461K
|
4.61K
$438K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.45K+ 8.12% |
$364K - $445K
|
59.2K
$5.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4.38K+ 39.62% |
$359K - $438K
|
15.4K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.36K+ 6.84% |
$356K - $436K
|
68K
$6.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.26KNew |
$348K - $426K
|
4.26K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.21K+ 6.32% |
$345K - $421K
|
70.9K
$6.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.17KNew |
$341K - $417K
|
4.17K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.13K+ 38.71% |
$338K - $413K
|
14.8K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 20.12% |
$327K - $399K
|
23.8K
$2.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
3.95K+ 63.63% |
$323K - $395K
|
10.2K
$967K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.93K+ 149.51% |
$321K - $393K
|
6.56K
$624K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.91K+ 11.28% |
$320K - $391K
|
38.5K
$3.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.84K+ 168.3% |
$314K - $384K
|
6.12K
$582K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.82K+ 70.16% |
$313K - $382K
|
9.27K
$881K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
3.78KNew |
$309K - $378K
|
3.78K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.77K+ 6.24% |
$308K - $376K
|
64.1K
$6.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 14.09% |
$307K - $375K
|
30.4K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.74K+ 2.1% |
$306K - $374K
|
182K
$17.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.7K+ 7.05% |
$302K - $370K
|
56.1K
$5.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.54K+ 1.8% |
$289K - $353K
|
200K
$19M
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
3.53K+ 8.3% |
$288K - $352K
|
46K
$4.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
3.43K+ 13.98% |
$281K - $343K
|
28K
$2.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.41K+ 3.91% |
$278K - $340K
|
90.5K
$8.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.4KNew |
$278K - $340K
|
3.4K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.36K+ 121.59% |
$274K - $336K
|
6.12K
$582K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.34K+ 9.55% |
$273K - $334K
|
38.3K
$3.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 2.23% |
$272K - $333K
|
152K
$14.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.25K+ 5.11% |
$265K - $324K
|
66.8K
$6.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 16.03% |
$261K - $319K
|
23.1K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.11K+ 15.9% |
$254K - $310K
|
22.6K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.09KNew |
$253K - $309K
|
3.09K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.01K+ 2.98% |
$246K - $301K
|
104K
$9.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
3KNew |
$245K - $300K
|
3K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.98KNew |
$243K - $298K
|
2.98K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.86K+ 12.83% |
$234K - $286K
|
25.2K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
2.84KNew |
$232K - $283K
|
2.84K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.8KNew |
$229K - $279K
|
2.8K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.78K+ 3.37% |
$227K - $278K
|
85.3K
$8.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.74K+ 3.7% |
$224K - $274K
|
76.7K
$7.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.73K+ 4.72% |
$223K - $273K
|
60.5K
$5.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.67K+ 9.78% |
$218K - $267K
|
30K
$2.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.57KNew |
$210K - $257K
|
2.57K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.56KNew |
$209K - $256K
|
2.56K
$243K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.5KNew |
$204K - $250K
|
2.5K
$237K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2.46K+ 7.18% |
$201K - $246K
|
36.8K
$3.5M
|