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
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
33+ 11.0% |
$2.7K - $3.3K
|
333
$31.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
31+ 0.87% |
$2.54K - $3.1K
|
3.59K
$341K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
30+ 0.78% |
$2.45K - $3K
|
3.89K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
28+ 0.59% |
$2.29K - $2.8K
|
4.75K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27+ 4.17% |
$2.21K - $2.7K
|
675
$64.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
27+ 0.47% |
$2.21K - $2.7K
|
5.73K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
26+ 0.12% |
$2.13K - $2.6K
|
21.1K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
26+ 0.83% |
$2.13K - $2.6K
|
3.16K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.19% |
$2.13K - $2.6K
|
13.4K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25+ 0.72% |
$2.04K - $2.5K
|
3.48K
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20+ 0.43% |
$1.64K - $2K
|
4.66K
$443K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.04% |
$1.64K - $2K
|
55.1K
$5.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18+ 0.32% |
$1.47K - $1.8K
|
5.59K
$532K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
18+ 0.25% |
$1.47K - $1.8K
|
7.35K
$699K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
16+ 0.16% |
$1.31K - $1.6K
|
9.88K
$940K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
16+ 0.62% |
$1.31K - $1.6K
|
2.61K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 0.33% |
$1.23K - $1.5K
|
4.62K
$439K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14+ 0.15% |
$1.15K - $1.4K
|
9.5K
$903K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
14+ 0.14% |
$1.15K - $1.4K
|
10.2K
$974K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
14+ 0.2% |
$1.15K - $1.4K
|
7.07K
$672K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14+ 0.03% |
$1.15K - $1.4K
|
48K
$4.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
13+ 0.52% |
$1.06K - $1.3K
|
2.51K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
12+ 0.5% |
$981 - $1.2K
|
2.39K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
12+ 0.24% |
$981 - $1.2K
|
4.97K
$472K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11+ 0.14% |
$900 - $1.1K
|
7.81K
$742K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
11+ 0.45% |
$900 - $1.1K
|
2.46K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
10+ 0.16% |
$818 - $1K
|
6.21K
$591K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
9+ 0.14% |
$736 - $900
|
6.64K
$632K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
9+ 0.24% |
$736 - $900
|
3.79K
$360K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.05% |
$736 - $900
|
16.7K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8+ 0.14% |
$654 - $800
|
5.55K
$527K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.25% |
$654 - $800
|
3.24K
$308K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8+ 0.31% |
$654 - $800
|
2.57K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
7+ 0.06% |
$573 - $700
|
11.1K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
7+ 0.07% |
$573 - $700
|
9.42K
$896K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6+ 0.17% |
$491 - $600
|
3.46K
$329K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6+ 0.21% |
$491 - $600
|
2.83K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
6+ 0.16% |
$491 - $600
|
3.85K
$366K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.05% |
$491 - $600
|
12.3K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$409 - $500
|
2.28K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$409 - $500
|
4.08K
$388K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4+ 0.17% |
$327 - $400
|
2.29K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4+ 0.17% |
$327 - $400
|
2.39K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.06% |
$245 - $300
|
5.17K
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
7.85K
$746K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
6.32K
$601K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
5.89K
$560K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.01% |
$164 - $200
|
22K
$2.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
9.23K
$878K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
5.38K
$512K
|