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 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
483+ 6.33% |
$39.5K - $48.3K
|
8.11K
$814K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
482+ 17.33% |
$39.4K - $48.2K
|
3.26K
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
482New |
$39.4K - $48.2K
|
482
$48.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
479+ 14.06% |
$39.2K - $47.9K
|
3.89K
$390K
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
479+ 6.46% |
$39.2K - $47.9K
|
7.89K
$792K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
478+ 0.65% |
$39.1K - $47.8K
|
73.8K
$7.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
478+ 2.17% |
$39.1K - $47.8K
|
22.5K
$2.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
478+ 0.96% |
$39.1K - $47.8K
|
50.2K
$5.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
478+ 758.73% |
$39.1K - $47.8K
|
541
$54.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
478+ 2.03% |
$39.1K - $47.8K
|
24.1K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
473+ 0.72% |
$38.7K - $47.3K
|
66K
$6.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
472+ 1.91% |
$38.6K - $47.2K
|
25.2K
$2.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
468New |
$38.3K - $46.8K
|
468
$47K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
466+ 17.69% |
$38.1K - $46.6K
|
3.1K
$311K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
463+ 2.91% |
$37.9K - $46.3K
|
16.4K
$1.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
462+ 13.28% |
$37.8K - $46.2K
|
3.94K
$396K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
461+ 3.21% |
$37.7K - $46.1K
|
14.8K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
458+ 3.24% |
$37.5K - $45.8K
|
14.6K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
458+ 2.99% |
$37.5K - $45.8K
|
15.8K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
453+ 8.1% |
$37.1K - $45.3K
|
6.05K
$607K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
450New |
$36.8K - $45K
|
450
$45.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
450+ 1.23% |
$36.8K - $45K
|
37K
$3.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
448+ 3.38% |
$36.6K - $44.8K
|
13.7K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
445+ 0.28% |
$36.4K - $44.5K
|
162K
$16.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
443+ 7.76% |
$36.2K - $44.3K
|
6.15K
$618K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
441+ 59.19% |
$36.1K - $44.1K
|
1.19K
$119K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
439+ 0.56% |
$35.9K - $43.9K
|
79.3K
$7.96M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
437+ 0.69% |
$35.7K - $43.7K
|
63.5K
$6.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
436+ 3.65% |
$35.7K - $43.6K
|
12.4K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
433+ 7.4% |
$35.4K - $43.3K
|
6.28K
$631K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
429+ 7.88% |
$35.1K - $42.9K
|
5.87K
$589K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
429+ 5.09% |
$35.1K - $42.9K
|
8.86K
$890K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
427+ 1.56% |
$34.9K - $42.7K
|
27.8K
$2.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
426+ 13.28% |
$34.8K - $42.6K
|
3.64K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
426+ 5.79% |
$34.8K - $42.6K
|
7.79K
$782K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
425+ 1.01% |
$34.8K - $42.5K
|
42.7K
$4.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
424+ 2.61% |
$34.7K - $42.4K
|
16.7K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
423+ 6.0% |
$34.6K - $42.3K
|
7.48K
$751K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
423+ 5.9% |
$34.6K - $42.3K
|
7.59K
$762K
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
422+ 3.1% |
$34.5K - $42.2K
|
14K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
420+ 6.59% |
$34.4K - $42K
|
6.79K
$682K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
420+ 43.25% |
$34.4K - $42K
|
1.39K
$140K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
420+ 9.7% |
$34.4K - $42K
|
4.75K
$477K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
420+ 31.53% |
$34.4K - $42K
|
1.75K
$176K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
419+ 0.73% |
$34.3K - $41.9K
|
57.8K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
419+ 4.39% |
$34.3K - $41.9K
|
9.96K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
418+ 7.87% |
$34.2K - $41.8K
|
5.73K
$575K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
417+ 1.57% |
$34.1K - $41.7K
|
27K
$2.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
415+ 126.14% |
$33.9K - $41.5K
|
744
$74.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
414+ 62.63% |
$33.9K - $41.4K
|
1.08K
$108K
|