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 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-24- 0.57% |
$1.96K - $2.4K
|
4.22K
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-25- 0.88% |
$2.04K - $2.5K
|
2.82K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-25- 0.32% |
$2.04K - $2.5K
|
7.68K
$785K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25- 0.04% |
$2.04K - $2.5K
|
64.6K
$6.6M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.52% |
$2.13K - $2.6K
|
4.94K
$505K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-26- 0.27% |
$2.13K - $2.6K
|
9.61K
$983K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.24% |
$2.21K - $2.7K
|
11.4K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-27- 0.84% |
$2.21K - $2.7K
|
3.18K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-28- 0.21% |
$2.29K - $2.8K
|
13.4K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-28- 1.12% |
$2.29K - $2.8K
|
2.48K
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-28- 0.75% |
$2.29K - $2.8K
|
3.71K
$379K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-29- 0.33% |
$2.37K - $2.9K
|
8.86K
$906K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-29- 0.2% |
$2.37K - $2.9K
|
14.6K
$1.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-29- 0.8% |
$2.37K - $2.9K
|
3.62K
$370K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-30- 0.28% |
$2.45K - $3K
|
10.8K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-30- 0.36% |
$2.45K - $3K
|
8.24K
$843K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-30- 0.61% |
$2.45K - $3K
|
4.91K
$502K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-30- 0.36% |
$2.45K - $3K
|
8.22K
$841K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-31- 0.61% |
$2.54K - $3.1K
|
5.08K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 9.37% |
$2.54K - $3.1K
|
300
$30.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-33- 1.07% |
$2.7K - $3.3K
|
3.06K
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-33- 0.57% |
$2.7K - $3.3K
|
5.71K
$584K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-33- 0.25% |
$2.7K - $3.3K
|
13K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-34- 0.88% |
$2.78K - $3.4K
|
3.83K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-34- 5.41% |
$2.78K - $3.4K
|
594
$60.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-34- 0.89% |
$2.78K - $3.4K
|
3.8K
$388K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-35- 1.02% |
$2.86K - $3.5K
|
3.39K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-35- 0.88% |
$2.86K - $3.5K
|
3.96K
$405K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-35- 1.28% |
$2.86K - $3.5K
|
2.7K
$276K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-35- 85.37% |
$2.86K - $3.5K
|
6
$614
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-36- 0.03% |
$2.94K - $3.6K
|
122K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-36- 0.58% |
$2.94K - $3.6K
|
6.13K
$627K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-37- 0.18% |
$3.03K - $3.7K
|
20.9K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-37- 0.19% |
$3.03K - $3.7K
|
19K
$1.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-38- 8.62% |
$3.11K - $3.8K
|
403
$41.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.63% |
$3.19K - $3.9K
|
6.14K
$628K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-40- 0.19% |
$3.27K - $4K
|
20.6K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-40- 34.19% |
$3.27K - $4K
|
77
$7.88K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-40- 0.19% |
$3.27K - $4K
|
20.5K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-40- 1.5% |
$3.27K - $4K
|
2.62K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-40- 1.51% |
$3.27K - $4K
|
2.61K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-41- 1.37% |
$3.35K - $4.1K
|
2.95K
$302K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-41- 1.34% |
$3.35K - $4.1K
|
3.01K
$308K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-42- 0.55% |
$3.44K - $4.2K
|
7.56K
$774K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-42- 1.1% |
$3.44K - $4.2K
|
3.77K
$386K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-42- 0.07% |
$3.44K - $4.2K
|
57.8K
$5.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-42- 1.34% |
$3.44K - $4.2K
|
3.1K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-42- 1.62% |
$3.44K - $4.2K
|
2.56K
$262K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-43- 0.29% |
$3.52K - $4.3K
|
15K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-43- 0.46% |
$3.52K - $4.3K
|
9.24K
$945K
|