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 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
54+ 0.32% |
$4.42K - $5.4K
|
16.8K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
52+ 1.08% |
$4.25K - $5.2K
|
4.85K
$496K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
52+ 1.63% |
$4.25K - $5.2K
|
3.24K
$331K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
51+ 0.26% |
$4.17K - $5.1K
|
19.5K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
51New |
$4.17K - $5.1K
|
51
$5.22K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
51+ 0.24% |
$4.17K - $5.1K
|
21.4K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51+ 0.0% |
$4.17K - $5.1K
|
1.61M
$165M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
50+ 0.11% |
$4.09K - $5K
|
44.8K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
49+ 1.12% |
$4.01K - $4.9K
|
4.43K
$453K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
49+ 0.66% |
$4.01K - $4.9K
|
7.46K
$763K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
48+ 0.79% |
$3.93K - $4.8K
|
6.15K
$629K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
47+ 1.75% |
$3.84K - $4.7K
|
2.74K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
47+ 0.72% |
$3.84K - $4.7K
|
6.55K
$670K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
46+ 1.47% |
$3.76K - $4.6K
|
3.18K
$325K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
46+ 2.24% |
$3.76K - $4.6K
|
2.1K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
46+ 0.64% |
$3.76K - $4.6K
|
7.19K
$735K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
45+ 1.59% |
$3.68K - $4.5K
|
2.88K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
45+ 0.57% |
$3.68K - $4.5K
|
7.96K
$814K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
45+ 1.18% |
$3.68K - $4.5K
|
3.86K
$395K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
45+ 6.71% |
$3.68K - $4.5K
|
716
$73.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
44+ 0.4% |
$3.6K - $4.4K
|
10.9K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
44+ 0.59% |
$3.6K - $4.4K
|
7.45K
$762K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
44+ 0.95% |
$3.6K - $4.4K
|
4.67K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
44+ 0.93% |
$3.6K - $4.4K
|
4.77K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
44+ 0.19% |
$3.6K - $4.4K
|
22.6K
$2.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42+ 1.37% |
$3.44K - $4.2K
|
3.12K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
42+ 0.92% |
$3.44K - $4.2K
|
4.58K
$469K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
41+ 0.63% |
$3.35K - $4.1K
|
6.54K
$669K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
40+ 0.34% |
$3.27K - $4K
|
11.9K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
40+ 0.69% |
$3.27K - $4K
|
5.81K
$595K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
39+ 0.09% |
$3.19K - $3.9K
|
41.6K
$4.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
39+ 0.61% |
$3.19K - $3.9K
|
6.42K
$656K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
39+ 0.62% |
$3.19K - $3.9K
|
6.33K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
39New |
$3.19K - $3.9K
|
39
$3.99K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
38+ 0.27% |
$3.11K - $3.8K
|
14K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
38+ 0.48% |
$3.11K - $3.8K
|
8.02K
$820K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.67% |
$3.11K - $3.8K
|
5.69K
$582K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
37+ 0.15% |
$3.03K - $3.7K
|
24.3K
$2.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
37+ 148.0% |
$3.03K - $3.7K
|
62
$6.34K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
37+ 0.09% |
$3.03K - $3.7K
|
42.4K
$4.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
36+ 0.46% |
$2.94K - $3.6K
|
7.91K
$810K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
36+ 0.06% |
$2.94K - $3.6K
|
58.5K
$5.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
35+ 1.09% |
$2.86K - $3.5K
|
3.24K
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
35+ 0.48% |
$2.86K - $3.5K
|
7.31K
$747K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
35+ 0.58% |
$2.86K - $3.5K
|
6.05K
$619K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
35+ 0.43% |
$2.86K - $3.5K
|
8.12K
$830K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
35+ 0.6% |
$2.86K - $3.5K
|
5.89K
$602K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
34+ 0.29% |
$2.78K - $3.4K
|
11.6K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
34+ 0.46% |
$2.78K - $3.4K
|
7.47K
$765K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
34+ 0.32% |
$2.78K - $3.4K
|
10.6K
$1.08M
|