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 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
414+ 0.03% |
$33.9K - $41.4K
|
1.52M
$152M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
408+ 2.08% |
$33.4K - $40.8K
|
20K
$2.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
408+ 1.06% |
$33.4K - $40.8K
|
39K
$3.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
408+ 0.68% |
$33.4K - $40.8K
|
60.2K
$6.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
407+ 6.35% |
$33.3K - $40.7K
|
6.82K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
407+ 2.83% |
$33.3K - $40.7K
|
14.8K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
401+ 3.68% |
$32.8K - $40.1K
|
11.3K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
400+ 0.8% |
$32.7K - $40K
|
50.7K
$5.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
398+ 0.61% |
$32.6K - $39.8K
|
66K
$6.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
396+ 2.58% |
$32.4K - $39.6K
|
15.7K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
394+ 1.51% |
$32.2K - $39.4K
|
26.5K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
392+ 8.06% |
$32.1K - $39.2K
|
5.26K
$528K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
390+ 11.11% |
$31.9K - $39K
|
3.9K
$391K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
389+ 2.48% |
$31.8K - $38.9K
|
16.1K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
389+ 1.71% |
$31.8K - $38.9K
|
23.2K
$2.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
388+ 0.51% |
$31.7K - $38.8K
|
76.5K
$7.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
385+ 12.67% |
$31.5K - $38.5K
|
3.42K
$344K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
384+ 1.73% |
$31.4K - $38.4K
|
22.6K
$2.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
377+ 2.41% |
$30.8K - $37.7K
|
16K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
376+ 5.12% |
$30.8K - $37.6K
|
7.72K
$775K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
375+ 22.67% |
$30.7K - $37.5K
|
2.03K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
373+ 3.89% |
$30.5K - $37.3K
|
9.96K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
372+ 1.06% |
$30.4K - $37.2K
|
35.4K
$3.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
371+ 0.58% |
$30.3K - $37.1K
|
64.6K
$6.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
369+ 1.03% |
$30.2K - $36.9K
|
36.1K
$3.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
367+ 2.83% |
$30K - $36.7K
|
13.3K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
366+ 6.11% |
$29.9K - $36.6K
|
6.36K
$639K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
365+ 3.11% |
$29.9K - $36.5K
|
12.1K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
364+ 5.53% |
$29.8K - $36.4K
|
6.95K
$697K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
363+ 11.06% |
$29.7K - $36.3K
|
3.64K
$366K
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
360+ 13.2% |
$29.4K - $36K
|
3.09K
$310K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
358+ 8.27% |
$29.3K - $35.8K
|
4.69K
$471K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
358+ 4.69% |
$29.3K - $35.8K
|
7.99K
$802K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
357+ 1.3% |
$29.2K - $35.7K
|
27.8K
$2.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
357+ 7.74% |
$29.2K - $35.7K
|
4.97K
$499K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
357+ 1.24% |
$29.2K - $35.7K
|
29.2K
$2.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
354+ 1.27% |
$29K - $35.4K
|
28.3K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
353+ 0.79% |
$28.9K - $35.3K
|
44.9K
$4.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
353+ 7.84% |
$28.9K - $35.3K
|
4.86K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
353+ 9.61% |
$28.9K - $35.3K
|
4.03K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
352+ 1.46% |
$28.8K - $35.2K
|
24.4K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
351+ 10.25% |
$28.7K - $35.1K
|
3.77K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
351+ 8.47% |
$28.7K - $35.1K
|
4.49K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
351+ 6.88% |
$28.7K - $35.1K
|
5.45K
$548K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
350+ 11.09% |
$28.6K - $35K
|
3.51K
$352K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
348+ 38.2% |
$28.5K - $34.8K
|
1.26K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
348+ 2.63% |
$28.5K - $34.8K
|
13.6K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
347+ 2.45% |
$28.4K - $34.7K
|
14.5K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
347+ 2.36% |
$28.4K - $34.7K
|
15K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
347+ 1.91% |
$28.4K - $34.7K
|
18.5K
$1.86M
|