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 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
12.7K+ 195.04% |
$1.03M - $1.26M
|
19.1K
$1.87M
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
12.5K+ 3.42% |
$1.02M - $1.25M
|
377K
$36.9M
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.4K+ 7.13% |
$1.01M - $1.24M
|
186K
$18.2M
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.4K+ 8.75% |
$1.01M - $1.24M
|
154K
$15.1M
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.4K+ 46.27% |
$1.01M - $1.24M
|
39.1K
$3.83M
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
12.4KNew |
$1.01M - $1.24M
|
12.4K
$1.21M
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
12.3K+ 317.3% |
$1.01M - $1.23M
|
16.2K
$1.59M
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
12.1K+ 11.59% |
$993K - $1.21M
|
117K
$11.4M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 256.1% |
$992K - $1.21M
|
16.9K
$1.65M
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
12.1K+ 132.26% |
$991K - $1.21M
|
21.3K
$2.08M
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
12K+ 11.88% |
$984K - $1.2M
|
113K
$11.1M
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
12K+ 23.55% |
$980K - $1.2M
|
62.9K
$6.15M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.9K+ 141.52% |
$975K - $1.19M
|
20.3K
$1.99M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.8K+ 5.95% |
$966K - $1.18M
|
210K
$20.6M
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.8K+ 10.39% |
$965K - $1.18M
|
125K
$12.3M
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
11.4K+ 10.88% |
$936K - $1.14M
|
117K
$11.4M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.4K+ 2.32% |
$934K - $1.14M
|
504K
$49.3M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.4K+ 6.72% |
$932K - $1.14M
|
181K
$17.7M
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
11.1K+ 99.09% |
$905K - $1.11M
|
22.2K
$2.18M
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
10.9K+ 9.81% |
$895K - $1.09M
|
123K
$12M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 15.58% |
$867K - $1.06M
|
78.6K
$7.69M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.5K+ 8.97% |
$862K - $1.05M
|
128K
$12.5M
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.5K+ 2.04% |
$861K - $1.05M
|
526K
$51.5M
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.5K+ 18.74% |
$859K - $1.05M
|
66.6K
$6.51M
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
10.5KNew |
$859K - $1.05M
|
10.5K
$1.03M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.3K+ 13.5% |
$844K - $1.03M
|
86.8K
$8.49M
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10.3K+ 0.8% |
$841K - $1.03M
|
1.29M
$126M
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
10.1K+ 70.19% |
$825K - $1.01M
|
24.5K
$2.39M
|
|
Aug 14, 2025
Q2 2025
|
Dkrt Investments Corp.
Toronto, |
BUY
|
- |
10KNew |
$818K - $1M
|
10K
$979K
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
9.95K+ 0.65% |
$814K - $995K
|
1.54M
$151M
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
9.78KNew |
$800K - $978K
|
9.78K
$957K
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.67K+ 200.5% |
$791K - $966K
|
14.5K
$1.42M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.62K+ 10.17% |
$787K - $962K
|
104K
$10.2M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.61K+ 9.41% |
$786K - $960K
|
112K
$10.9M
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 38.53% |
$781K - $955K
|
34.3K
$3.36M
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
9.52K+ 107.0% |
$778K - $952K
|
18.4K
$1.8M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.5K+ 21.34% |
$777K - $950K
|
54K
$5.28M
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.39K+ 67.7% |
$768K - $939K
|
23.3K
$2.28M
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
9.31K+ 31.02% |
$761K - $931K
|
39.3K
$3.85M
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
9.26KNew |
$757K - $926K
|
9.26K
$906K
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
9.22KNew |
$754K - $922K
|
9.22K
$902K
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
9.22K+ 30.65% |
$754K - $922K
|
39.3K
$3.85M
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
9.06K+ 7.04% |
$741K - $906K
|
138K
$13.5M
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.96K+ 91.84% |
$733K - $896K
|
18.7K
$1.83M
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8.93K+ 5.2% |
$730K - $892K
|
181K
$17.7M
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
8.89K+ 46.75% |
$727K - $889K
|
27.9K
$2.73M
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.87K+ 8.9% |
$726K - $887K
|
109K
$10.6M
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
8.85KNew |
$724K - $885K
|
8.85K
$866K
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
8.78K+ 11.04% |
$718K - $878K
|
88.3K
$8.64M
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
8.76KNew |
$716K - $876K
|
8.76K
$857K
|