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 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
637+ 17.25% |
$52.1K - $63.7K
|
4.33K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
636+ 21.57% |
$52K - $63.6K
|
3.58K
$360K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
636+ 2.16% |
$52K - $63.6K
|
30K
$3.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
636New |
$52K - $63.6K
|
636
$63.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
635+ 7.6% |
$51.9K - $63.5K
|
8.99K
$902K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
632+ 1.05% |
$51.7K - $63.2K
|
61.1K
$6.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
632+ 10.5% |
$51.7K - $63.2K
|
6.65K
$668K
|
|
|
Jul 28, 2025
Q2 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
630+ 113.51% |
$51.5K - $63K
|
1.19K
$119K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
625+ 8.95% |
$51.1K - $62.5K
|
7.61K
$764K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
620+ 2.4% |
$50.7K - $62K
|
26.4K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
620+ 0.18% |
$50.7K - $62K
|
337K
$33.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
619+ 8.26% |
$50.6K - $61.9K
|
8.12K
$815K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
615+ 0.4% |
$50.3K - $61.5K
|
155K
$15.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
614+ 2.94% |
$50.2K - $61.4K
|
21.5K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
612+ 3.09% |
$50.1K - $61.2K
|
20.4K
$2.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
612+ 1.53% |
$50.1K - $61.2K
|
40.7K
$4.09M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
611+ 15.56% |
$50K - $61.1K
|
4.54K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
608+ 2.26% |
$49.7K - $60.8K
|
27.5K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
607+ 0.53% |
$49.6K - $60.7K
|
115K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
605+ 9.27% |
$49.5K - $60.5K
|
7.13K
$716K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
604+ 23.22% |
$49.4K - $60.4K
|
3.21K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
602+ 2.57% |
$49.2K - $60.2K
|
24K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
601+ 11.94% |
$49.2K - $60.1K
|
5.63K
$566K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
600+ 12.25% |
$49.1K - $60K
|
5.5K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
599+ 17.64% |
$49K - $59.9K
|
3.99K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
597+ 1.63% |
$48.8K - $59.7K
|
37.2K
$3.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
595+ 10.46% |
$48.7K - $59.5K
|
6.28K
$631K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
595+ 18.15% |
$48.7K - $59.5K
|
3.87K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
595+ 5.13% |
$48.7K - $59.5K
|
12.2K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
591+ 9.83% |
$48.3K - $59.1K
|
6.61K
$663K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
588+ 2.52% |
$48.1K - $58.8K
|
23.9K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
587+ 8.81% |
$48K - $58.7K
|
7.25K
$728K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
586+ 5.85% |
$47.9K - $58.6K
|
10.6K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
584+ 1.23% |
$47.8K - $58.4K
|
48.2K
$4.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
582+ 8.97% |
$47.6K - $58.2K
|
7.07K
$710K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
576+ 20.03% |
$47.1K - $57.6K
|
3.45K
$347K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
576+ 12.32% |
$47.1K - $57.6K
|
5.25K
$527K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
572+ 2.09% |
$46.8K - $57.2K
|
27.9K
$2.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
571+ 6.13% |
$46.7K - $57.1K
|
9.88K
$992K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
565+ 3.53% |
$46.2K - $56.5K
|
16.6K
$1.66M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
564+ 1.08% |
$46.1K - $56.4K
|
52.6K
$5.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
564+ 0.91% |
$46.1K - $56.4K
|
62.6K
$6.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
564+ 0.5% |
$46.1K - $56.4K
|
114K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
564+ 8.07% |
$46.1K - $56.4K
|
7.55K
$758K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
564+ 1.58% |
$46.1K - $56.4K
|
36.3K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
562+ 5.8% |
$46K - $56.2K
|
10.3K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
561+ 5.2% |
$45.9K - $56.1K
|
11.3K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
560+ 10.07% |
$45.8K - $56K
|
6.12K
$615K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
557+ 6.75% |
$45.6K - $55.7K
|
8.8K
$884K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
554+ 4.66% |
$45.3K - $55.4K
|
12.4K
$1.25M
|