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 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
176+ 27.85% |
$14.4K - $17.6K
|
808
$82.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
174+ 5.82% |
$14.2K - $17.4K
|
3.16K
$324K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
174+ 2.97% |
$14.2K - $17.4K
|
6.03K
$617K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
173+ 0.45% |
$14.1K - $17.3K
|
38.9K
$3.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
173+ 3.19% |
$14.1K - $17.3K
|
5.6K
$572K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
171+ 7.03% |
$14K - $17.1K
|
2.6K
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
171+ 6.22% |
$14K - $17.1K
|
2.92K
$299K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
166+ 2.66% |
$13.6K - $16.6K
|
6.4K
$654K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
166+ 2.13% |
$13.6K - $16.6K
|
7.98K
$816K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
164+ 2.53% |
$13.4K - $16.4K
|
6.65K
$680K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
163+ 1.08% |
$13.3K - $16.3K
|
15.2K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
162New |
$13.2K - $16.2K
|
162
$16.6K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
162+ 5.89% |
$13.2K - $16.2K
|
2.91K
$298K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
162+ 2.65% |
$13.2K - $16.2K
|
6.28K
$642K
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
160+ 5.58% |
$13.1K - $16K
|
3.03K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
159+ 0.38% |
$13K - $15.9K
|
42.4K
$4.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
158+ 1.61% |
$12.9K - $15.8K
|
9.99K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
158+ 11.12% |
$12.9K - $15.8K
|
1.58K
$162K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
157+ 4.52% |
$12.8K - $15.7K
|
3.63K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
157+ 20.66% |
$12.8K - $15.7K
|
917
$93.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
157+ 0.43% |
$12.8K - $15.7K
|
36.8K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
156+ 4.86% |
$12.8K - $15.6K
|
3.37K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
155+ 0.52% |
$12.7K - $15.5K
|
29.7K
$3.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
155+ 0.53% |
$12.7K - $15.5K
|
29.4K
$3.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
153+ 0.47% |
$12.5K - $15.3K
|
32.5K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
153+ 11.48% |
$12.5K - $15.3K
|
1.49K
$152K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
152+ 3.87% |
$12.4K - $15.2K
|
4.08K
$417K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
152+ 0.42% |
$12.4K - $15.2K
|
36.2K
$3.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
151+ 3.91% |
$12.4K - $15.1K
|
4.01K
$411K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
150+ 4.22% |
$12.3K - $15K
|
3.7K
$379K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
150+ 3.58% |
$12.3K - $15K
|
4.34K
$444K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
148+ 1.94% |
$12.1K - $14.8K
|
7.77K
$795K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
146+ 21.53% |
$11.9K - $14.6K
|
824
$84.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
146+ 3.41% |
$11.9K - $14.6K
|
4.43K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
145+ 4.22% |
$11.9K - $14.5K
|
3.58K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
144+ 0.16% |
$11.8K - $14.4K
|
91.4K
$9.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
144+ 16.42% |
$11.8K - $14.4K
|
1.02K
$104K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
144+ 1.54% |
$11.8K - $14.4K
|
9.47K
$969K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
144+ 1.97% |
$11.8K - $14.4K
|
7.46K
$763K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
141+ 1.17% |
$11.5K - $14.1K
|
12.2K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
141+ 1.91% |
$11.5K - $14.1K
|
7.52K
$769K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
141+ 0.45% |
$11.5K - $14.1K
|
31.8K
$3.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
141+ 3.48% |
$11.5K - $14.1K
|
4.2K
$429K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
140+ 0.82% |
$11.5K - $14K
|
17.2K
$1.75M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
140+ 0.75% |
$11.5K - $14K
|
18.8K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
139+ 3.31% |
$11.4K - $13.9K
|
4.34K
$444K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
139+ 4.06% |
$11.4K - $13.9K
|
3.56K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
139+ 1.08% |
$11.4K - $13.9K
|
13K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
136+ 2.33% |
$11.1K - $13.6K
|
5.98K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
135+ 3.65% |
$11K - $13.5K
|
3.83K
$392K
|