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 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.08K+ 14.11% |
$88.3K - $108K
|
8.73K
$877K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.07K+ 13.29% |
$87.8K - $107K
|
9.15K
$918K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.07K+ 4.58% |
$87.5K - $107K
|
24.4K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 2.34% |
$87.5K - $107K
|
46.8K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.07K+ 12.66% |
$87.4K - $107K
|
9.51K
$955K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.07K+ 44.76% |
$87.4K - $107K
|
3.45K
$347K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.07K+ 36.51% |
$87.1K - $106K
|
3.98K
$400K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
1.06K+ 1.45% |
$86.8K - $106K
|
74K
$7.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.06K+ 2.17% |
$86.5K - $106K
|
49.7K
$4.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.06K+ 3.82% |
$86.5K - $106K
|
28.7K
$2.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.06K+ 12.54% |
$86.3K - $105K
|
9.47K
$950K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
1.05K+ 11.71% |
$86.1K - $105K
|
10K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.05K+ 1.16% |
$85.7K - $105K
|
91.3K
$9.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 39.2% |
$85.6K - $105K
|
3.72K
$373K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 5.59% |
$85.2K - $104K
|
19.7K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.04K+ 0.32% |
$85.1K - $104K
|
323K
$32.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.04K+ 1.19% |
$85.1K - $104K
|
88.8K
$8.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.04K+ 3.82% |
$84.8K - $104K
|
28.2K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.04K+ 1.64% |
$84.8K - $104K
|
64.4K
$6.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.03K+ 0.54% |
$84.3K - $103K
|
191K
$19.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.02K+ 6.77% |
$83.7K - $102K
|
16.1K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.02K+ 28.2% |
$83.1K - $102K
|
4.62K
$464K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.01K+ 0.81% |
$82.9K - $101K
|
126K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.01K+ 4.13% |
$82.2K - $100K
|
25.3K
$2.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.01K+ 0.47% |
$82.2K - $100K
|
214K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1K+ 3.47% |
$82.1K - $100K
|
30K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1K+ 17.35% |
$82K - $100K
|
6.78K
$681K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1K+ 33.33% |
$81.8K - $100K
|
4K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
996+ 25.64% |
$81.5K - $99.6K
|
4.88K
$490K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
992+ 37.03% |
$81.1K - $99.2K
|
3.67K
$369K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
992+ 12.43% |
$81.1K - $99.2K
|
8.97K
$901K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
992+ 41.91% |
$81.1K - $99.2K
|
3.36K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
989+ 17.22% |
$80.9K - $98.9K
|
6.73K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
984+ 4.36% |
$80.5K - $98.4K
|
23.5K
$2.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
982+ 3.15% |
$80.3K - $98.2K
|
32.2K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
976+ 79.74% |
$79.8K - $97.6K
|
2.2K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
970+ 1.32% |
$79.3K - $97K
|
74.2K
$7.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
968+ 2.26% |
$79.2K - $96.8K
|
43.9K
$4.41M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
963+ 2.39% |
$78.8K - $96.3K
|
41.3K
$4.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
962+ 17.4% |
$78.7K - $96.2K
|
6.49K
$652K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
962+ 3.2% |
$78.7K - $96.2K
|
31K
$3.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
960+ 0.66% |
$78.5K - $96K
|
147K
$14.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
955+ 3.92% |
$78.1K - $95.5K
|
25.3K
$2.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
955+ 8.5% |
$78.1K - $95.5K
|
12.2K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
954+ 20.73% |
$78K - $95.4K
|
5.56K
$558K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
951+ 0.07% |
$77.8K - $95.1K
|
1.36M
$136M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
949+ 0.24% |
$77.6K - $94.9K
|
394K
$39.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
947+ 36.88% |
$77.5K - $94.7K
|
3.52K
$353K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
946+ 7.1% |
$77.4K - $94.6K
|
14.3K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
945+ 5.82% |
$77.3K - $94.5K
|
17.2K
$1.73M
|