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
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
341+ 7.42% |
$27.9K - $34.1K
|
4.94K
$496K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
340+ 5.16% |
$27.8K - $34K
|
6.94K
$696K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
340+ 0.59% |
$27.8K - $34K
|
57.7K
$5.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
339+ 1.25% |
$27.7K - $33.9K
|
27.5K
$2.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
338+ 1.42% |
$27.6K - $33.8K
|
24.1K
$2.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
336+ 3.94% |
$27.5K - $33.6K
|
8.87K
$890K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
335+ 2.76% |
$27.4K - $33.5K
|
12.5K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
333+ 0.14% |
$27.2K - $33.3K
|
244K
$24.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
329+ 4.02% |
$26.9K - $32.9K
|
8.52K
$855K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
326+ 1.64% |
$26.7K - $32.6K
|
20.2K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
323+ 1.85% |
$26.4K - $32.3K
|
17.8K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
321+ 12.78% |
$26.3K - $32.1K
|
2.83K
$284K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
320+ 7.14% |
$26.2K - $32K
|
4.8K
$482K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
320+ 19.31% |
$26.2K - $32K
|
1.98K
$199K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
320+ 8.57% |
$26.2K - $32K
|
4.05K
$407K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
319+ 3.44% |
$26.1K - $31.9K
|
9.59K
$963K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
316+ 2.63% |
$25.8K - $31.6K
|
12.3K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
316+ 3.37% |
$25.8K - $31.6K
|
9.69K
$973K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
316+ 5.39% |
$25.8K - $31.6K
|
6.18K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
310+ 0.55% |
$25.4K - $31K
|
56.5K
$5.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
309+ 9.26% |
$25.3K - $30.9K
|
3.65K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
306+ 3.93% |
$25K - $30.6K
|
8.1K
$813K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
305+ 6.33% |
$24.9K - $30.5K
|
5.12K
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
304+ 5.02% |
$24.9K - $30.4K
|
6.36K
$639K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
304+ 2.25% |
$24.9K - $30.4K
|
13.8K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
302+ 0.49% |
$24.7K - $30.2K
|
61.7K
$6.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
301+ 6.32% |
$24.6K - $30.1K
|
5.07K
$509K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
300+ 7.76% |
$24.5K - $30K
|
4.17K
$418K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
300+ 6.34% |
$24.5K - $30K
|
5.03K
$505K
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
300+ 1.39% |
$24.5K - $30K
|
21.8K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
300+ 7.59% |
$24.5K - $30K
|
4.25K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
300+ 1.74% |
$24.5K - $30K
|
17.6K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
298+ 1.6% |
$24.4K - $29.8K
|
18.9K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
297+ 6.04% |
$24.3K - $29.7K
|
5.21K
$523K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
295+ 31.62% |
$24.1K - $29.5K
|
1.23K
$123K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
294+ 0.42% |
$24K - $29.4K
|
70.2K
$7.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
293+ 0.61% |
$24K - $29.3K
|
48.3K
$4.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
280+ 6.23% |
$22.9K - $28K
|
4.77K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
277+ 1.18% |
$22.7K - $27.7K
|
23.7K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
277+ 6.62% |
$22.7K - $27.7K
|
4.46K
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
274+ 2.7% |
$22.4K - $27.4K
|
10.4K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
274+ 0.63% |
$22.4K - $27.4K
|
43.6K
$4.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
274+ 2.89% |
$22.4K - $27.4K
|
9.74K
$978K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
274+ 3.78% |
$22.4K - $27.4K
|
7.52K
$755K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
273+ 6.49% |
$22.3K - $27.3K
|
4.48K
$450K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
271+ 2.87% |
$22.2K - $27.1K
|
9.73K
$977K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
270+ 9.47% |
$22.1K - $27K
|
3.12K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
270+ 0.91% |
$22.1K - $27K
|
29.9K
$3M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
269+ 1.21% |
$22K - $26.9K
|
22.5K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
268+ 1.42% |
$21.9K - $26.8K
|
19.2K
$1.92M
|