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 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.29K+ 9.56% |
$105K - $129K
|
14.7K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 1.86% |
$101K - $123K
|
67.5K
$6.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.23K+ 10.31% |
$101K - $123K
|
13.2K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.2K+ 27.02% |
$98.1K - $120K
|
5.64K
$536K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.2K+ 5.98% |
$97.9K - $120K
|
21.2K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.15K+ 8.36% |
$94K - $115K
|
14.9K
$1.42M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.09K+ 4.77% |
$88.7K - $108K
|
23.8K
$2.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.08K+ 5.01% |
$88.6K - $108K
|
22.7K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
1.06K+ 1.45% |
$86.8K - $106K
|
74K
$7.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.06K+ 2.17% |
$86.5K - $106K
|
49.7K
$4.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 39.2% |
$85.6K - $105K
|
3.72K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.04K+ 3.82% |
$84.8K - $104K
|
28.2K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.01K+ 4.13% |
$82.2K - $100K
|
25.3K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1K+ 17.35% |
$82K - $100K
|
6.78K
$645K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
992+ 37.03% |
$81.1K - $99.2K
|
3.67K
$349K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
992+ 12.43% |
$81.1K - $99.2K
|
8.97K
$853K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
982+ 3.15% |
$80.3K - $98.2K
|
32.2K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
970+ 1.32% |
$79.3K - $97K
|
74.2K
$7.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
949+ 0.24% |
$77.6K - $94.9K
|
394K
$37.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
945+ 5.82% |
$77.3K - $94.5K
|
17.2K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
937+ 4.44% |
$76.6K - $93.7K
|
22.1K
$2.1M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
925+ 5.24% |
$75.7K - $92.5K
|
18.6K
$1.76M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
923+ 25.59% |
$75.5K - $92.3K
|
4.53K
$431K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
919+ 6.84% |
$75.2K - $91.9K
|
14.4K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
903+ 32.34% |
$73.9K - $90.3K
|
3.7K
$351K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
847+ 1.19% |
$69.3K - $84.7K
|
72.1K
$6.86M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
838+ 0.44% |
$68.5K - $83.8K
|
193K
$18.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
829+ 20.73% |
$67.8K - $82.9K
|
4.83K
$459K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
816+ 0.59% |
$66.7K - $81.6K
|
139K
$13.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
794+ 13.0% |
$64.9K - $79.4K
|
6.9K
$656K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
776+ 24.27% |
$63.5K - $77.6K
|
3.97K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
766+ 5.13% |
$62.7K - $76.6K
|
15.7K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
765+ 3.52% |
$62.6K - $76.5K
|
22.5K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
763+ 1.44% |
$62.4K - $76.3K
|
53.9K
$5.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
750+ 6.73% |
$61.3K - $75K
|
11.9K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
744+ 5.16% |
$60.9K - $74.4K
|
15.2K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
723+ 3.46% |
$59.1K - $72.3K
|
21.6K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
720+ 1.38% |
$58.9K - $72K
|
52.8K
$5.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
686+ 1.45% |
$56.1K - $68.6K
|
47.9K
$4.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
681+ 23.18% |
$55.7K - $68.1K
|
3.62K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
677+ 14.79% |
$55.4K - $67.7K
|
5.26K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
664+ 0.86% |
$54.3K - $66.4K
|
77.6K
$7.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
654+ 3.38% |
$53.5K - $65.4K
|
20K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
653+ 14.34% |
$53.4K - $65.3K
|
5.21K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
652+ 8.83% |
$53.3K - $65.2K
|
8.04K
$764K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
646+ 8.28% |
$52.8K - $64.6K
|
8.45K
$803K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
636+ 21.57% |
$52K - $63.6K
|
3.58K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
632+ 1.05% |
$51.7K - $63.2K
|
61.1K
$5.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
632+ 10.5% |
$51.7K - $63.2K
|
6.65K
$633K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
625+ 8.95% |
$51.1K - $62.5K
|
7.61K
$723K
|