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 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
945+ 157.5% |
$77.3K - $94.5K
|
1.55K
$155K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
943+ 1.32% |
$77.1K - $94.3K
|
72.2K
$7.25M
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
943+ 1.41% |
$77.1K - $94.3K
|
67.6K
$6.79M
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
937+ 4.44% |
$76.6K - $93.7K
|
22.1K
$2.22M
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
937New |
$76.6K - $93.7K
|
937
$94.1K
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
933+ 6.09% |
$76.3K - $93.3K
|
16.3K
$1.63M
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
930+ 16.73% |
$76.1K - $93K
|
6.49K
$652K
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
930+ 2.05% |
$76.1K - $93K
|
46.4K
$4.66M
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
925+ 5.24% |
$75.7K - $92.5K
|
18.6K
$1.86M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
923+ 25.59% |
$75.5K - $92.3K
|
4.53K
$455K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
919+ 6.84% |
$75.2K - $91.9K
|
14.4K
$1.44M
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
919+ 3.42% |
$75.2K - $91.9K
|
27.8K
$2.79M
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
913+ 9.77% |
$74.7K - $91.3K
|
10.3K
$1.03M
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
910+ 3.3% |
$74.4K - $91K
|
28.5K
$2.86M
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
906+ 1.38% |
$74.1K - $90.6K
|
66.4K
$6.67M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
904+ 1.31% |
$73.9K - $90.4K
|
69.7K
$6.99M
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
903+ 32.34% |
$73.9K - $90.3K
|
3.7K
$371K
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
890+ 13.78% |
$72.8K - $89K
|
7.35K
$738K
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
890+ 15.8% |
$72.8K - $89K
|
6.52K
$655K
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
883+ 17.34% |
$72.2K - $88.3K
|
5.97K
$600K
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
880+ 10.66% |
$72K - $88K
|
9.14K
$917K
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
877+ 10.77% |
$71.7K - $87.7K
|
9.02K
$906K
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
853+ 2.18% |
$69.8K - $85.3K
|
40K
$4.02M
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
847+ 1.19% |
$69.3K - $84.7K
|
72.1K
$7.24M
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
845+ 10.28% |
$69.1K - $84.5K
|
9.06K
$910K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
841+ 18.26% |
$68.8K - $84.1K
|
5.45K
$547K
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
838+ 0.44% |
$68.5K - $83.8K
|
193K
$19.3M
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
838+ 6.01% |
$68.5K - $83.8K
|
14.8K
$1.48M
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
836+ 1.77% |
$68.4K - $83.6K
|
48K
$4.82M
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
836+ 24.0% |
$68.4K - $83.6K
|
4.32K
$434K
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
832+ 0.77% |
$68K - $83.2K
|
109K
$11M
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
830+ 1.65% |
$67.9K - $83K
|
51.1K
$5.13M
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
830+ 9.88% |
$67.9K - $83K
|
9.23K
$927K
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
829+ 20.73% |
$67.8K - $82.9K
|
4.83K
$485K
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
822+ 8.22% |
$67.2K - $82.2K
|
10.8K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
816+ 0.59% |
$66.7K - $81.6K
|
139K
$13.9M
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
815+ 9.97% |
$66.7K - $81.5K
|
8.99K
$903K
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
815+ 20.91% |
$66.7K - $81.5K
|
4.71K
$473K
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
806+ 1.44% |
$65.9K - $80.6K
|
56.7K
$5.69M
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
800+ 430.11% |
$65.4K - $80K
|
986
$99K
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
800New |
$65.4K - $80K
|
800
$80.3K
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
795+ 0.54% |
$65K - $79.5K
|
147K
$14.8M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
794+ 13.0% |
$64.9K - $79.4K
|
6.9K
$693K
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
784+ 1.08% |
$64.1K - $78.4K
|
73.3K
$7.36M
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
782+ 13.76% |
$64K - $78.2K
|
6.47K
$649K
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
780+ 53.17% |
$63.8K - $78K
|
2.25K
$226K
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
776+ 24.27% |
$63.5K - $77.6K
|
3.97K
$399K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
767+ 0.8% |
$62.7K - $76.7K
|
96.2K
$9.66M
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
766+ 5.13% |
$62.7K - $76.6K
|
15.7K
$1.58M
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
765+ 3.52% |
$62.6K - $76.5K
|
22.5K
$2.26M
|