Latest Institutional Transactions on Walmart Inc. (WMT)
This table provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-336- 23.8% |
$31.7K - $35K
|
1.08K
$111K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.4M- 98.34% |
$132M - $146M
|
23.7K
$2.44M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
1.94KNew |
$184K - $203K
|
1.94K
$200K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
281+ 0.55% |
$26.5K - $29.3K
|
51K
$5.25M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
43.8K+ 64.61% |
$4.13M - $4.56M
|
112K
$11.5M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-113- 1.27% |
$10.7K - $11.8K
|
8.82K
$908K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4+ 0.15% |
$378 - $417
|
2.67K
$274K
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
1.95K+ 4.12% |
$184K - $203K
|
49.2K
$5.06M
|
|
|
Dec 17, 2025
Q3 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
45+ 1.13% |
$4.25K - $4.69K
|
4.02K
$414K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 1.43% |
$98.3K - $109K
|
74.1K
$7.63M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
515+ 9.57% |
$48.6K - $53.7K
|
5.9K
$607K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-7.7K- 3.8% |
$727K - $803K
|
195K
$20.1M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
299+ 1.58% |
$28.2K - $31.2K
|
19.2K
$1.98M
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
PUT |
-28.7K- 99.0% |
$2.71M - $2.99M
|
290
$29.9K
|
|
|
Dec 08, 2025
Q3 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
323K+ 42.05% |
$30.5M - $33.7M
|
1.09M
$112M
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-9.8K- 36.34% |
$925K - $1.02M
|
17.2K
$1.77M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6- 0.03% |
$566 - $626
|
21.9K
$2.25M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-121- 1.05% |
$11.4K - $12.6K
|
11.4K
$1.17M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
301+ 2.65% |
$28.4K - $31.4K
|
11.6K
$1.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
SELL
|
- |
-166- 1.39% |
$15.7K - $17.3K
|
11.8K
$1.21M
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
2.08K+ 6.01% |
$196K - $216K
|
36.6K
$3.77M
|
|
|
Dec 02, 2025
Q3 2025
|
Steadtrust LLC
Allen, TX |
BUY
|
- |
1+ 0.01% |
$94.4 - $104
|
12.1K
$1.24M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 11.41% |
$1.3M - $1.44M
|
135K
$13.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-17.8K- 5.23% |
$1.68M - $1.86M
|
323K
$33.3M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.05K- 19.8% |
$571K - $631K
|
24.5K
$2.52M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
12.1KNew |
$1.14M - $1.26M
|
12.1K
$1.24M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-434- 5.1% |
$41K - $45.3K
|
8.08K
$832K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
49.8K+ 4.78% |
$4.7M - $5.19M
|
1.09M
$112M
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-579- 6.46% |
$54.7K - $60.4K
|
8.39K
$864K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1.24K- 29.6% |
$117K - $129K
|
2.94K
$302K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.49KNew |
$140K - $155K
|
1.49K
$153K
|
|
|
Nov 25, 2025
Q3 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
85+ 2.03% |
$8.02K - $8.86K
|
4.26K
$439K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-525- 19.56% |
$49.6K - $54.7K
|
2.16K
$222K
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-62- 0.55% |
$5.85K - $6.46K
|
11.1K
$1.15M
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 3.16% |
$14.2K - $15.6K
|
4.59K
$473K
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
3.64K+ 3.33% |
$343K - $379K
|
113K
$11.6M
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.08K- 1.77% |
$197K - $217K
|
116K
$11.9M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
128New |
$12.1K - $13.3K
|
128
$13.2K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-88- 9.6% |
$8.31K - $9.18K
|
829
$85.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-27- 0.28% |
$2.55K - $2.82K
|
9.47K
$975K
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
58+ 2.62% |
$5.48K - $6.05K
|
2.28K
$234K
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
127+ 2.68% |
$12K - $13.2K
|
4.86K
$500K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-180- 5.03% |
$17K - $18.8K
|
3.4K
$350K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.94K- 19.3% |
$371K - $410K
|
16.5K
$1.69M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-18.5K- 87.86% |
$1.75M - $1.93M
|
2.56K
$263K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
4New |
$378 - $417
|
4
$412
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-14.9K- 1.84% |
$1.4M - $1.55M
|
792K
$81.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.55K- 4.0% |
$241K - $266K
|
61.2K
$6.3M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.72K- 40.52% |
$257K - $283K
|
3.99K
$411K
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-4.95K- 51.02% |
$467K - $516K
|
4.75K
$489K
|
|