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 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
612+ 3.09% |
$50.1K - $61.2K
|
20.4K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
608+ 2.26% |
$49.7K - $60.8K
|
27.5K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
601+ 11.94% |
$49.2K - $60.1K
|
5.63K
$536K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
587+ 8.81% |
$48K - $58.7K
|
7.25K
$689K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
586+ 5.85% |
$47.9K - $58.6K
|
10.6K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
582+ 8.97% |
$47.6K - $58.2K
|
7.07K
$672K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
565+ 3.53% |
$46.2K - $56.5K
|
16.6K
$1.58M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
564+ 1.08% |
$46.1K - $56.4K
|
52.6K
$5M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
564+ 0.91% |
$46.1K - $56.4K
|
62.6K
$5.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
557+ 6.75% |
$45.6K - $55.7K
|
8.8K
$837K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
553+ 5.92% |
$45.2K - $55.3K
|
9.89K
$941K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
548+ 3.18% |
$44.8K - $54.8K
|
17.8K
$1.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
546+ 7.45% |
$44.7K - $54.6K
|
7.87K
$749K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
537+ 0.42% |
$43.9K - $53.7K
|
130K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
533+ 14.81% |
$43.6K - $53.3K
|
4.13K
$393K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
527+ 10.37% |
$43.1K - $52.7K
|
5.61K
$533K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
515+ 19.4% |
$42.1K - $51.5K
|
3.17K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
503+ 9.94% |
$41.1K - $50.3K
|
5.56K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
497+ 8.68% |
$40.6K - $49.7K
|
6.22K
$592K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
492+ 5.81% |
$40.2K - $49.2K
|
8.96K
$852K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
487+ 3.22% |
$39.8K - $48.7K
|
15.6K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
483+ 2.38% |
$39.5K - $48.3K
|
20.8K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
478+ 2.17% |
$39.1K - $47.8K
|
22.5K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
478+ 0.65% |
$39.1K - $47.8K
|
73.8K
$7.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
472+ 1.91% |
$38.6K - $47.2K
|
25.2K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
453+ 8.1% |
$37.1K - $45.3K
|
6.05K
$575K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
450New |
$36.8K - $45K
|
450
$42.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
448+ 3.38% |
$36.6K - $44.8K
|
13.7K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
443+ 7.76% |
$36.2K - $44.3K
|
6.15K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
423+ 6.0% |
$34.6K - $42.3K
|
7.48K
$711K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
420+ 43.25% |
$34.4K - $42K
|
1.39K
$132K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
420+ 6.59% |
$34.4K - $42K
|
6.79K
$646K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
417+ 1.57% |
$34.1K - $41.7K
|
27K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
414+ 62.63% |
$33.9K - $41.4K
|
1.08K
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
408+ 2.08% |
$33.4K - $40.8K
|
20K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
375+ 22.67% |
$30.7K - $37.5K
|
2.03K
$193K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
373+ 3.89% |
$30.5K - $37.3K
|
9.96K
$947K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
366+ 6.11% |
$29.9K - $36.6K
|
6.36K
$605K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
365+ 3.11% |
$29.9K - $36.5K
|
12.1K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
358+ 8.27% |
$29.3K - $35.8K
|
4.69K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
357+ 1.3% |
$29.2K - $35.7K
|
27.8K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
353+ 0.79% |
$28.9K - $35.3K
|
44.9K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
351+ 10.25% |
$28.7K - $35.1K
|
3.77K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
339+ 1.25% |
$27.7K - $33.9K
|
27.5K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
335+ 2.76% |
$27.4K - $33.5K
|
12.5K
$1.19M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
329+ 4.02% |
$26.9K - $32.9K
|
8.52K
$810K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
326+ 1.64% |
$26.7K - $32.6K
|
20.2K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
319+ 3.44% |
$26.1K - $31.9K
|
9.59K
$912K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
309+ 9.26% |
$25.3K - $30.9K
|
3.65K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
304+ 5.02% |
$24.9K - $30.4K
|
6.36K
$605K
|