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 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
765+ 0.44% |
$62.6K - $76.5K
|
176K
$17.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
763+ 1.44% |
$62.4K - $76.3K
|
53.9K
$5.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
756+ 12.79% |
$61.8K - $75.6K
|
6.67K
$669K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
751+ 6.5% |
$61.4K - $75.1K
|
12.3K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
750+ 6.73% |
$61.3K - $75K
|
11.9K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
750+ 22.6% |
$61.3K - $75K
|
4.07K
$409K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
750+ 0.65% |
$61.3K - $75K
|
116K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
744+ 5.16% |
$60.9K - $74.4K
|
15.2K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
728+ 25.18% |
$59.5K - $72.8K
|
3.62K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
726+ 3.85% |
$59.4K - $72.6K
|
19.6K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
726+ 0.9% |
$59.4K - $72.6K
|
81K
$8.14M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
724+ 1.1% |
$59.2K - $72.4K
|
66.3K
$6.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
723+ 3.46% |
$59.1K - $72.3K
|
21.6K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
723+ 3.61% |
$59.1K - $72.3K
|
20.7K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
720+ 1.38% |
$58.9K - $72K
|
52.8K
$5.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
719+ 9.09% |
$58.8K - $71.9K
|
8.63K
$866K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
719+ 3.88% |
$58.8K - $71.9K
|
19.2K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
712+ 3.59% |
$58.2K - $71.2K
|
20.5K
$2.06M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
707+ 5.9% |
$57.8K - $70.7K
|
12.7K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
703+ 0.54% |
$57.5K - $70.3K
|
130K
$13.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
702+ 7.23% |
$57.4K - $70.2K
|
10.4K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
701+ 0.31% |
$57.3K - $70.1K
|
229K
$23M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
699+ 1.08% |
$57.2K - $69.9K
|
65.2K
$6.55M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
694+ 0.41% |
$56.8K - $69.4K
|
171K
$17.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
690+ 2.78% |
$56.4K - $69K
|
25.5K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
690+ 1.17% |
$56.4K - $69K
|
59.7K
$5.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
688+ 6.41% |
$56.3K - $68.8K
|
11.4K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
688+ 3.17% |
$56.3K - $68.8K
|
22.4K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
686+ 1.45% |
$56.1K - $68.6K
|
47.9K
$4.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
686+ 19.58% |
$56.1K - $68.6K
|
4.19K
$421K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
684+ 36.42% |
$55.9K - $68.4K
|
2.56K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
682+ 17.21% |
$55.8K - $68.2K
|
4.64K
$466K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
681+ 23.18% |
$55.7K - $68.1K
|
3.62K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
681+ 0.85% |
$55.7K - $68.1K
|
80.4K
$8.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
678+ 2.9% |
$55.5K - $67.8K
|
24.1K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
677+ 14.79% |
$55.4K - $67.7K
|
5.26K
$528K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
675+ 1.4% |
$55.2K - $67.5K
|
48.9K
$4.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
665+ 7.72% |
$54.4K - $66.5K
|
9.28K
$932K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
664+ 0.86% |
$54.3K - $66.4K
|
77.6K
$7.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
658+ 19.47% |
$53.8K - $65.8K
|
4.04K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
655+ 2.41% |
$53.6K - $65.5K
|
27.9K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
655+ 13.75% |
$53.6K - $65.5K
|
5.42K
$544K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
654+ 3.38% |
$53.5K - $65.4K
|
20K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
654+ 2.8% |
$53.5K - $65.4K
|
24K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
653+ 14.34% |
$53.4K - $65.3K
|
5.21K
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
652+ 8.83% |
$53.3K - $65.2K
|
8.04K
$807K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
651+ 1.56% |
$53.2K - $65.1K
|
42.3K
$4.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
646+ 8.28% |
$52.8K - $64.6K
|
8.45K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
646+ 2.82% |
$52.8K - $64.6K
|
23.6K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
637+ 22.82% |
$52.1K - $63.7K
|
3.43K
$344K
|