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 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
76+ 1.34% |
$6.22K - $7.6K
|
5.73K
$576K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
76+ 0.71% |
$6.22K - $7.6K
|
10.8K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
75+ 1.09% |
$6.13K - $7.5K
|
6.97K
$700K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
75+ 0.33% |
$6.13K - $7.5K
|
22.6K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
75+ 1.77% |
$6.13K - $7.5K
|
4.32K
$433K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
75+ 0.09% |
$6.13K - $7.5K
|
85.2K
$8.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
74+ 0.32% |
$6.05K - $7.4K
|
22.9K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
74+ 1.19% |
$6.05K - $7.4K
|
6.31K
$633K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
73+ 0.49% |
$5.97K - $7.3K
|
14.8K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
72+ 8.2% |
$5.89K - $7.2K
|
950
$95.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
71+ 1.24% |
$5.81K - $7.1K
|
5.78K
$580K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
71+ 1.75% |
$5.81K - $7.1K
|
4.13K
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
71+ 0.58% |
$5.81K - $7.1K
|
12.4K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
70+ 0.43% |
$5.73K - $7K
|
16.5K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
70+ 2.33% |
$5.73K - $7K
|
3.07K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
69+ 1.35% |
$5.64K - $6.9K
|
5.18K
$520K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
68+ 2.6% |
$5.56K - $6.8K
|
2.68K
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
68+ 81.93% |
$5.56K - $6.8K
|
151
$15.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
68+ 1.68% |
$5.56K - $6.8K
|
4.13K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
68+ 0.79% |
$5.56K - $6.8K
|
8.64K
$868K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
67+ 20.12% |
$5.48K - $6.7K
|
400
$40.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
67+ 0.3% |
$5.48K - $6.7K
|
22.7K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
67+ 1.67% |
$5.48K - $6.7K
|
4.09K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
67+ 1.02% |
$5.48K - $6.7K
|
6.64K
$667K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 942.86% |
$5.4K - $6.6K
|
73
$7.33K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
66+ 2.47% |
$5.4K - $6.6K
|
2.73K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
65+ 0.57% |
$5.32K - $6.5K
|
11.5K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
65+ 0.26% |
$5.32K - $6.5K
|
25.5K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
64+ 1.5% |
$5.23K - $6.4K
|
4.34K
$435K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
64+ 1.21% |
$5.23K - $6.4K
|
5.35K
$537K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
63New |
$5.15K - $6.3K
|
63
$6.33K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
62+ 0.47% |
$5.07K - $6.2K
|
13.2K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
62+ 0.79% |
$5.07K - $6.2K
|
7.93K
$797K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
62+ 1.91% |
$5.07K - $6.2K
|
3.3K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
61+ 37.89% |
$4.99K - $6.1K
|
222
$22.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.62% |
$4.91K - $6K
|
9.72K
$976K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
60+ 0.89% |
$4.91K - $6K
|
6.77K
$680K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
60+ 0.64% |
$4.91K - $6K
|
9.48K
$952K
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
60+ 0.52% |
$4.91K - $6K
|
11.7K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
59New |
$4.83K - $5.9K
|
59
$5.92K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
58+ 9.91% |
$4.74K - $5.8K
|
643
$64.6K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
57+ 2.01% |
$4.66K - $5.7K
|
2.89K
$290K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
57+ 0.88% |
$4.66K - $5.7K
|
6.54K
$656K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
57+ 0.56% |
$4.66K - $5.7K
|
10.2K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
56+ 1.94% |
$4.58K - $5.6K
|
2.95K
$296K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
56+ 1.15% |
$4.58K - $5.6K
|
4.94K
$496K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
55+ 0.36% |
$4.5K - $5.5K
|
15.4K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
55+ 1.09% |
$4.5K - $5.5K
|
5.09K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
55+ 1.88% |
$4.5K - $5.5K
|
2.98K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
55+ 1.98% |
$4.5K - $5.5K
|
2.83K
$284K
|