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 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
7.03K
$668K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.15% |
$81.8 - $100
|
677
$64.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1- 0.02% |
$81.8 - $100
|
5.45K
$518K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$81.8 - $100
|
9.55K
$908K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4- 0.02% |
$327 - $400
|
21.5K
$2.04M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4- 0.1% |
$327 - $400
|
3.94K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-6- 0.25% |
$491 - $600
|
2.35K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7- 0.26% |
$573 - $700
|
2.71K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-8- 0.12% |
$654 - $800
|
6.81K
$647K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-12- 0.03% |
$981 - $1.2K
|
34.7K
$3.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-14- 0.17% |
$1.15K - $1.4K
|
8.38K
$796K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-17- 0.48% |
$1.39K - $1.7K
|
3.52K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-17- 0.2% |
$1.39K - $1.7K
|
8.28K
$787K
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-20- 0.12% |
$1.64K - $2K
|
16.5K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.19% |
$1.64K - $2K
|
10.3K
$975K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-21- 0.77% |
$1.72K - $2.1K
|
2.72K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.17% |
$1.72K - $2.1K
|
12.2K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-23- 0.67% |
$1.88K - $2.3K
|
3.4K
$324K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-23- 0.52% |
$1.88K - $2.3K
|
4.36K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-25- 0.88% |
$2.04K - $2.5K
|
2.82K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-25- 0.32% |
$2.04K - $2.5K
|
7.68K
$730K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.52% |
$2.13K - $2.6K
|
4.94K
$469K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-30- 0.28% |
$2.45K - $3K
|
10.8K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-30- 0.61% |
$2.45K - $3K
|
4.91K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-30- 0.36% |
$2.45K - $3K
|
8.24K
$784K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-31- 0.61% |
$2.54K - $3.1K
|
5.08K
$483K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-33- 0.25% |
$2.7K - $3.3K
|
13K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-33- 1.07% |
$2.7K - $3.3K
|
3.06K
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-33- 0.57% |
$2.7K - $3.3K
|
5.71K
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-36- 0.03% |
$2.94K - $3.6K
|
122K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-37- 0.18% |
$3.03K - $3.7K
|
20.9K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.63% |
$3.19K - $3.9K
|
6.14K
$584K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-40- 0.19% |
$3.27K - $4K
|
20.6K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-41- 1.37% |
$3.35K - $4.1K
|
2.95K
$280K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-43- 0.29% |
$3.52K - $4.3K
|
15K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-43- 0.46% |
$3.52K - $4.3K
|
9.24K
$879K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-45- 0.98% |
$3.68K - $4.5K
|
4.54K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-45- 0.67% |
$3.68K - $4.5K
|
6.63K
$630K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-47- 1.43% |
$3.84K - $4.7K
|
3.25K
$309K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-48- 1.28% |
$3.93K - $4.8K
|
3.7K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-49- 1.78% |
$4.01K - $4.9K
|
2.7K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-50- 1.11% |
$4.09K - $5K
|
4.44K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-53- 0.71% |
$4.33K - $5.3K
|
7.38K
$702K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-54- 0.94% |
$4.42K - $5.4K
|
5.7K
$542K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-56- 1.35% |
$4.58K - $5.6K
|
4.11K
$391K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-59- 1.39% |
$4.83K - $5.9K
|
4.18K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-59- 0.14% |
$4.83K - $5.9K
|
43.6K
$4.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-60- 2.49% |
$4.91K - $6K
|
2.35K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-61- 0.49% |
$4.99K - $6.1K
|
12.3K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-67- 0.89% |
$5.48K - $6.7K
|
7.46K
$710K
|