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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
267+ 8.29% |
$21.8K - $26.7K
|
3.49K
$357K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
267+ 5.1% |
$21.8K - $26.7K
|
5.5K
$563K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
263+ 6.0% |
$21.5K - $26.3K
|
4.64K
$475K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
261New |
$21.3K - $26.1K
|
261
$26.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
259+ 2.09% |
$21.2K - $25.9K
|
12.6K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
259+ 11.32% |
$21.2K - $25.9K
|
2.55K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
259+ 4.88% |
$21.2K - $25.9K
|
5.57K
$570K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
257+ 1.54% |
$21K - $25.7K
|
16.9K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
257+ 10.5% |
$21K - $25.7K
|
2.7K
$277K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
257+ 0.97% |
$21K - $25.7K
|
26.7K
$2.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
257+ 7.62% |
$21K - $25.7K
|
3.63K
$371K
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
255+ 10.29% |
$20.9K - $25.5K
|
2.73K
$279K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
253+ 3.87% |
$20.7K - $25.3K
|
6.78K
$694K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
253+ 3.41% |
$20.7K - $25.3K
|
7.68K
$786K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
252+ 2.82% |
$20.6K - $25.2K
|
9.2K
$941K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
252+ 1.89% |
$20.6K - $25.2K
|
13.6K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
252+ 0.51% |
$20.6K - $25.2K
|
50.1K
$5.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
252+ 3.84% |
$20.6K - $25.2K
|
6.82K
$698K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
251+ 5.19% |
$20.5K - $25.1K
|
5.09K
$521K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
250+ 9.89% |
$20.4K - $25K
|
2.78K
$284K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
250+ 5.04% |
$20.4K - $25K
|
5.21K
$533K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
248+ 1.96% |
$20.3K - $24.8K
|
12.9K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
246+ 1.66% |
$20.1K - $24.6K
|
15.1K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
245+ 2.44% |
$20K - $24.5K
|
10.3K
$1.05M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
243+ 1.57% |
$19.9K - $24.3K
|
15.7K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
242+ 8.2% |
$19.8K - $24.2K
|
3.19K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
241+ 0.29% |
$19.7K - $24.1K
|
82.3K
$8.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
238+ 1.52% |
$19.5K - $23.8K
|
15.9K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
237+ 7.27% |
$19.4K - $23.7K
|
3.5K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
236+ 1.22% |
$19.3K - $23.6K
|
19.5K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
235+ 3.81% |
$19.2K - $23.5K
|
6.4K
$655K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
235+ 0.45% |
$19.2K - $23.5K
|
52.8K
$5.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
234+ 0.38% |
$19.1K - $23.4K
|
61.6K
$6.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
234+ 3.62% |
$19.1K - $23.4K
|
6.71K
$686K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
233+ 267.82% |
$19.1K - $23.3K
|
320
$32.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
232+ 0.47% |
$19K - $23.2K
|
49.5K
$5.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
231+ 0.74% |
$18.9K - $23.1K
|
31.3K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
230+ 0.16% |
$18.8K - $23K
|
142K
$14.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
229+ 1.23% |
$18.7K - $22.9K
|
18.9K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
229+ 1.13% |
$18.7K - $22.9K
|
20.4K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
225+ 5.04% |
$18.4K - $22.5K
|
4.69K
$480K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
225+ 1.4% |
$18.4K - $22.5K
|
16.3K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
225+ 1.48% |
$18.4K - $22.5K
|
15.4K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
225+ 4.3% |
$18.4K - $22.5K
|
5.46K
$559K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
224+ 3.03% |
$18.3K - $22.4K
|
7.63K
$780K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
224+ 1.86% |
$18.3K - $22.4K
|
12.3K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
223+ 1.54% |
$18.2K - $22.3K
|
14.7K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
221+ 9.53% |
$18.1K - $22.1K
|
2.54K
$260K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
220+ 4.13% |
$18K - $22K
|
5.55K
$568K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
219+ 4.63% |
$17.9K - $21.9K
|
4.95K
$506K
|