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 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-650- 7.16% |
$65.8K - $70.9K
|
8.42K
$867K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 19.8% |
$438K - $472K
|
26.2K
$2.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-24.6K- 7.57% |
$2.49M - $2.68M
|
301K
$30.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.58K+ 26.38% |
$159K - $172K
|
7.55K
$777K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.64KNew |
$368K - $397K
|
3.64K
$374K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.85K- 11.86% |
$187K - $201K
|
13.7K
$1.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.54K+ 48.87% |
$561K - $604K
|
16.9K
$1.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
55+ 0.19% |
$5.56K - $6K
|
29.3K
$3.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
5.52KNew |
$559K - $602K
|
5.52K
$569K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-198- 0.54% |
$20K - $21.6K
|
36.2K
$3.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.21K- 3.6% |
$122K - $132K
|
32.4K
$3.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
21.4K+ 65.07% |
$2.17M - $2.33M
|
54.3K
$5.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
925+ 10.74% |
$93.6K - $101K
|
9.53K
$982K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
58+ 1.14% |
$5.87K - $6.32K
|
5.16K
$531K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
57+ 17.12% |
$5.77K - $6.21K
|
390
$40.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-910- 0.45% |
$92.1K - $99.2K
|
203K
$20.9M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.12K- 19.43% |
$215K - $231K
|
8.8K
$906K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.8K- 9.31% |
$284K - $306K
|
27.3K
$2.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-252- 5.51% |
$25.5K - $27.5K
|
4.32K
$445K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-125- 0.88% |
$12.6K - $13.6K
|
14K
$1.44M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
1.79K+ 1.03% |
$181K - $195K
|
177K
$18.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
245+ 3.18% |
$24.8K - $26.7K
|
7.95K
$819K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
275+ 2.68% |
$27.8K - $30K
|
10.6K
$1.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.57K+ 4.85% |
$159K - $172K
|
34K
$3.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
200+ 3.05% |
$20.2K - $21.8K
|
6.76K
$696K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
104+ 4.89% |
$10.5K - $11.3K
|
2.23K
$230K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.37K+ 9.94% |
$240K - $258K
|
26.2K
$2.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
SELL
|
- |
-600- 3.15% |
$60.7K - $65.4K
|
18.5K
$1.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-340- 4.24% |
$34.4K - $37.1K
|
7.68K
$791K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-130- 12.05% |
$13.2K - $14.2K
|
949
$97.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
600+ 94.19% |
$60.7K - $65.4K
|
1.24K
$127K
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-9.49K- 29.72% |
$960K - $1.03M
|
22.4K
$2.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
297+ 0.75% |
$30.1K - $32.4K
|
40K
$4.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
450+ 21.52% |
$45.5K - $49.1K
|
2.54K
$262K
|
|
|
Jan 09, 2026
Q4 2025
|
Jvl Associates LLC
|
SELL
|
- |
-10- 0.49% |
$1.01K - $1.09K
|
2.05K
$211K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
55+ 0.19% |
$5.56K - $6K
|
29.5K
$3.04M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
5.22K+ 5.53% |
$528K - $569K
|
99.6K
$10.3M
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-111- 1.19% |
$11.2K - $12.1K
|
9.24K
$951K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-217- 2.45% |
$22K - $23.7K
|
8.64K
$889K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
165+ 0.71% |
$16.7K - $18K
|
23.5K
$2.41M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.31M- 62.06% |
$133M - $143M
|
801K
$82.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.14M+ 43.82% |
$115M - $124M
|
3.74M
$385M
|
|
|
Jan 09, 2026
Q4 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
14.7KNew |
$1.49M - $1.61M
|
14.7K
$1.52M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
48+ 0.26% |
$4.86K - $5.23K
|
18.7K
$1.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-191- 0.3% |
$19.3K - $20.8K
|
64.3K
$6.62M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-2.44K- 5.74% |
$246K - $266K
|
40K
$4.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
SELL
|
- |
-254- 0.33% |
$25.7K - $27.7K
|
76.6K
$7.89M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-5.18K- 1.78% |
$524K - $565K
|
287K
$29.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-25- 0.33% |
$2.53K - $2.73K
|
7.59K
$782K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
107K+ 705.63% |
$10.9M - $11.7M
|
123K
$12.6M
|
|