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
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
99+ 2.1% |
$8.1K - $9.9K
|
4.8K
$491K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
98+ 1.14% |
$8.02K - $9.8K
|
8.71K
$891K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
97+ 1.98% |
$7.93K - $9.7K
|
5K
$511K
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
96+ 3.51% |
$7.85K - $9.6K
|
2.83K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
95+ 3.04% |
$7.77K - $9.5K
|
3.22K
$330K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
95+ 51.08% |
$7.77K - $9.5K
|
281
$28.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
94+ 0.38% |
$7.69K - $9.4K
|
24.9K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
94+ 0.29% |
$7.69K - $9.4K
|
32.8K
$3.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
93+ 0.9% |
$7.61K - $9.3K
|
10.5K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
93+ 0.73% |
$7.61K - $9.3K
|
12.9K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
93+ 1.3% |
$7.61K - $9.3K
|
7.26K
$743K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
93+ 1.35% |
$7.61K - $9.3K
|
6.99K
$715K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
92+ 0.42% |
$7.52K - $9.2K
|
22.1K
$2.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
91+ 3.93% |
$7.44K - $9.1K
|
2.41K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
91+ 0.55% |
$7.44K - $9.1K
|
16.7K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
91+ 0.46% |
$7.44K - $9.1K
|
19.9K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
90+ 0.93% |
$7.36K - $9K
|
9.79K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
90+ 0.71% |
$7.36K - $9K
|
12.7K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
90+ 0.51% |
$7.36K - $9K
|
17.9K
$1.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
90+ 1.77% |
$7.36K - $9K
|
5.17K
$529K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
89+ 2.53% |
$7.28K - $8.9K
|
3.6K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
88+ 2.0% |
$7.2K - $8.8K
|
4.5K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
88+ 0.64% |
$7.2K - $8.8K
|
13.8K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
87+ 3.5% |
$7.12K - $8.7K
|
2.58K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
86+ 0.3% |
$7.03K - $8.6K
|
28.7K
$2.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
86+ 0.89% |
$7.03K - $8.6K
|
9.7K
$992K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
86+ 0.24% |
$7.03K - $8.6K
|
36K
$3.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
85+ 2.49% |
$6.95K - $8.5K
|
3.49K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
85+ 2.91% |
$6.95K - $8.5K
|
3.01K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
84+ 0.34% |
$6.87K - $8.4K
|
25K
$2.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
84+ 0.13% |
$6.87K - $8.4K
|
63.2K
$6.47M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
84+ 0.12% |
$6.87K - $8.4K
|
72.8K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
84+ 0.19% |
$6.87K - $8.4K
|
43.9K
$4.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
84+ 43.08% |
$6.87K - $8.4K
|
279
$28.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
82+ 1.65% |
$6.71K - $8.2K
|
5.06K
$518K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
82+ 2.57% |
$6.71K - $8.2K
|
3.27K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
82+ 1.16% |
$6.71K - $8.2K
|
7.15K
$732K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
81+ 0.26% |
$6.62K - $8.1K
|
31K
$3.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
80+ 1.99% |
$6.54K - $8K
|
4.09K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
80+ 2.16% |
$6.54K - $8K
|
3.78K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
80+ 0.16% |
$6.54K - $8K
|
50.9K
$5.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
79+ 1.74% |
$6.46K - $7.9K
|
4.62K
$472K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
79+ 1.11% |
$6.46K - $7.9K
|
7.21K
$737K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
79+ 7.02% |
$6.46K - $7.9K
|
1.2K
$123K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
79+ 2.62% |
$6.46K - $7.9K
|
3.1K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
79+ 1.85% |
$6.46K - $7.9K
|
4.34K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
78+ 1.3% |
$6.38K - $7.8K
|
6.07K
$621K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
78+ 7.08% |
$6.38K - $7.8K
|
1.18K
$121K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
78+ 0.75% |
$6.38K - $7.8K
|
10.4K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
76+ 0.35% |
$6.22K - $7.6K
|
21.9K
$2.24M
|