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 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
131+ 0.65% |
$10.7K - $13.1K
|
20.4K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
127+ 1.28% |
$10.4K - $12.7K
|
10.1K
$957K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
125+ 20.13% |
$10.2K - $12.5K
|
746
$70.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
123+ 1.3% |
$10.1K - $12.3K
|
9.55K
$908K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
119+ 0.45% |
$9.73K - $11.9K
|
26.6K
$2.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
116+ 0.25% |
$9.49K - $11.6K
|
46.3K
$4.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
116+ 0.9% |
$9.49K - $11.6K
|
13K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
115+ 55.29% |
$9.41K - $11.5K
|
323
$30.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
114+ 1.09% |
$9.32K - $11.4K
|
10.6K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
101+ 0.31% |
$8.26K - $10.1K
|
32.5K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
100+ 3.6% |
$8.18K - $10K
|
2.88K
$274K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
95+ 3.04% |
$7.77K - $9.5K
|
3.22K
$306K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
94+ 0.38% |
$7.69K - $9.4K
|
24.9K
$2.36M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
92+ 0.42% |
$7.52K - $9.2K
|
22.1K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
91+ 3.93% |
$7.44K - $9.1K
|
2.41K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
90+ 0.93% |
$7.36K - $9K
|
9.79K
$931K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
88+ 2.0% |
$7.2K - $8.8K
|
4.5K
$428K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
87+ 3.5% |
$7.12K - $8.7K
|
2.58K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
85+ 2.49% |
$6.95K - $8.5K
|
3.49K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
85+ 2.91% |
$6.95K - $8.5K
|
3.01K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
84+ 0.34% |
$6.87K - $8.4K
|
25K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
81+ 0.26% |
$6.62K - $8.1K
|
31K
$2.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
78+ 1.3% |
$6.38K - $7.8K
|
6.07K
$577K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
76+ 0.35% |
$6.22K - $7.6K
|
21.9K
$2.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
75+ 1.09% |
$6.13K - $7.5K
|
6.97K
$663K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
74+ 0.32% |
$6.05K - $7.4K
|
22.9K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
70+ 0.43% |
$5.73K - $7K
|
16.5K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
68+ 2.6% |
$5.56K - $6.8K
|
2.68K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
67+ 20.12% |
$5.48K - $6.7K
|
400
$38K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 942.86% |
$5.4K - $6.6K
|
73
$6.94K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
65+ 0.57% |
$5.32K - $6.5K
|
11.5K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
63New |
$5.15K - $6.3K
|
63
$5.99K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
62+ 0.47% |
$5.07K - $6.2K
|
13.2K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
58+ 9.91% |
$4.74K - $5.8K
|
643
$61.1K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
57+ 2.01% |
$4.66K - $5.7K
|
2.89K
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
55+ 0.36% |
$4.5K - $5.5K
|
15.4K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
55+ 1.09% |
$4.5K - $5.5K
|
5.09K
$484K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
55+ 1.88% |
$4.5K - $5.5K
|
2.98K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
49+ 1.12% |
$4.01K - $4.9K
|
4.43K
$421K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
47+ 1.75% |
$3.84K - $4.7K
|
2.74K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
46+ 1.47% |
$3.76K - $4.6K
|
3.18K
$303K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
45+ 1.59% |
$3.68K - $4.5K
|
2.88K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
44+ 0.4% |
$3.6K - $4.4K
|
10.9K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42+ 1.37% |
$3.44K - $4.2K
|
3.12K
$296K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
38+ 0.27% |
$3.11K - $3.8K
|
14K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
38+ 0.48% |
$3.11K - $3.8K
|
8.02K
$762K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
37+ 0.15% |
$3.03K - $3.7K
|
24.3K
$2.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
35+ 1.09% |
$2.86K - $3.5K
|
3.24K
$308K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
34+ 0.29% |
$2.78K - $3.4K
|
11.6K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
33+ 0.54% |
$2.7K - $3.3K
|
6.14K
$583K
|