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 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.96K+ 8.2% |
$198K - $213K
|
25.8K
$2.66M
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
129+ 2.02% |
$13.1K - $14.1K
|
6.53K
$672K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-94- 0.99% |
$9.51K - $10.2K
|
9.38K
$966K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-171- 0.81% |
$17.3K - $18.6K
|
20.8K
$2.14M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.34K+ 29.75% |
$237K - $255K
|
10.2K
$1.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.04K+ 22.02% |
$510K - $549K
|
27.9K
$2.87M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-5.74K- 5.01% |
$581K - $626K
|
109K
$11.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-44- 0.64% |
$4.45K - $4.8K
|
6.79K
$699K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-96- 0.19% |
$9.71K - $10.5K
|
51.4K
$5.29M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-690- 1.37% |
$69.8K - $75.2K
|
49.6K
$5.11M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
9.94K+ 14.35% |
$1.01M - $1.08M
|
79.2K
$8.16M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
30.4K+ 55.17% |
$3.07M - $3.31M
|
85.5K
$8.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.85K+ 2.89% |
$795K - $856K
|
280K
$28.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-242- 0.96% |
$24.5K - $26.4K
|
24.9K
$2.57M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-983- 5.24% |
$99.5K - $107K
|
17.8K
$1.83M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-35- 0.61% |
$3.54K - $3.82K
|
5.66K
$583K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
283+ 6.69% |
$28.6K - $30.9K
|
4.51K
$464K
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 36.25% |
$169K - $182K
|
6.28K
$646K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-139- 7.95% |
$14.1K - $15.2K
|
1.61K
$166K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
244+ 1.29% |
$24.7K - $26.6K
|
19.2K
$1.97M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-775- 4.16% |
$78.4K - $84.5K
|
17.9K
$1.84M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-554- 2.85% |
$56.1K - $60.4K
|
18.9K
$1.94M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
282+ 2.63% |
$28.5K - $30.7K
|
11K
$1.13M
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
SELL
|
- |
-1.82K- 2.43% |
$185K - $199K
|
73.4K
$7.55M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.81K+ 8.25% |
$993K - $1.07M
|
129K
$13.3M
|
|
| Q3 2025 | |||||||
|
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
|
|