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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
135K+ 5.5% |
$13.7M - $14.8M
|
2.6M
$267M
|
|
|
Jan 08, 2026
Q4 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-15K- 37.48% |
$1.52M - $1.64M
|
25K
$2.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
600+ 2.71% |
$60.7K - $65.4K
|
22.7K
$2.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
405+ 7.94% |
$41K - $44.2K
|
5.51K
$567K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
70+ 1.74% |
$7.08K - $7.63K
|
4.1K
$422K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4+ 0.06% |
$405 - $436
|
7.1K
$731K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
479+ 10.19% |
$48.5K - $52.2K
|
5.18K
$533K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-115- 0.86% |
$11.6K - $12.5K
|
13.3K
$1.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-2.06K- 40.23% |
$208K - $224K
|
3.06K
$315K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-81- 0.36% |
$8.2K - $8.83K
|
22.2K
$2.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
205+ 7.7% |
$20.7K - $22.4K
|
2.87K
$295K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
924+ 27.46% |
$93.5K - $101K
|
4.29K
$442K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.59K+ 3.66% |
$262K - $282K
|
73.3K
$7.55M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
9.51K+ 26.48% |
$962K - $1.04M
|
45.4K
$4.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
219K+ 7.85% |
$22.1M - $23.9M
|
3M
$309M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.37K+ 3.91% |
$239K - $258K
|
62.8K
$6.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
672+ 3.26% |
$68K - $73.3K
|
21.3K
$2.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-59- 0.46% |
$5.97K - $6.43K
|
12.9K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
5.88K+ 1723.46% |
$595K - $641K
|
6.22K
$640K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.7K- 3.98% |
$476K - $513K
|
113K
$11.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.25K- 7.02% |
$126K - $136K
|
16.5K
$1.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
SELL
|
- |
-33- 0.39% |
$3.34K - $3.6K
|
8.37K
$861K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
153+ 0.85% |
$15.5K - $16.7K
|
18.1K
$1.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-68- 0.53% |
$6.88K - $7.41K
|
12.7K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30+ 0.03% |
$3.04K - $3.27K
|
99.5K
$10.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-12.2K- 2.9% |
$1.23M - $1.33M
|
409K
$42.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-849- 4.48% |
$85.9K - $92.6K
|
18.1K
$1.86M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
430+ 13.63% |
$43.5K - $46.9K
|
3.59K
$369K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
29+ 2.13% |
$2.93K - $3.16K
|
1.39K
$143K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
42+ 1.18% |
$4.25K - $4.58K
|
3.59K
$370K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-170- 1.48% |
$17.2K - $18.5K
|
11.3K
$1.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
380+ 4.21% |
$38.4K - $41.4K
|
9.4K
$968K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-124- 1.57% |
$12.5K - $13.5K
|
7.76K
$799K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.68K+ 9.01% |
$474K - $510K
|
56.6K
$5.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.22K+ 43.01% |
$225K - $242K
|
7.39K
$761K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
204+ 5.4% |
$20.6K - $22.2K
|
3.98K
$410K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-173- 0.71% |
$17.5K - $18.9K
|
24.2K
$2.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
253+ 5.75% |
$25.6K - $27.6K
|
4.65K
$479K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.49KNew |
$353K - $381K
|
3.49K
$360K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-8.66K- 3.36% |
$876K - $944K
|
249K
$25.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
670+ 0.9% |
$67.8K - $73.1K
|
74.8K
$7.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
8.91K+ 104.59% |
$902K - $972K
|
17.4K
$1.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
SELL
|
- |
-65- 0.52% |
$6.58K - $7.09K
|
12.4K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.1K+ 10.79% |
$415K - $447K
|
42.1K
$4.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$809 - $872
|
32.7K
$3.36M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
330+ 1.6% |
$33.4K - $36K
|
21K
$2.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
42+ 1.96% |
$4.25K - $4.58K
|
2.19K
$225K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
716+ 3.56% |
$72.4K - $78.1K
|
20.8K
$2.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
373+ 6.64% |
$37.7K - $40.7K
|
5.99K
$617K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.15K+ 22.43% |
$116K - $125K
|
6.28K
$647K
|
|