Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.26KNew |
$228K - $246K
|
2.26K
$232K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.22K+ 43.01% |
$225K - $242K
|
7.39K
$761K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.21K+ 62.77% |
$224K - $241K
|
5.74K
$591K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.2K+ 14.3% |
$222K - $240K
|
17.6K
$1.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.13K+ 9.49% |
$215K - $232K
|
24.5K
$2.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
2.12K+ 2.98% |
$214K - $231K
|
73.1K
$7.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
2.09KNew |
$212K - $228K
|
2.09K
$216K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
2.09KNew |
$212K - $228K
|
2.09K
$216K
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
2.08KNew |
$210K - $227K
|
2.08K
$214K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.04KNew |
$207K - $223K
|
2.04K
$210K
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.03K+ 3.89% |
$205K - $221K
|
54.2K
$5.58M
|
|
|
Jan 22, 2026
Q4 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.03KNew |
$205K - $221K
|
2.03K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.03K+ 2.32% |
$205K - $221K
|
89.3K
$9.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.02KNew |
$205K - $221K
|
2.02K
$208K
|
|
|
Jan 20, 2026
Q4 2025
|
Olio Financial Planning
|
BUY
|
- |
2.02KNew |
$205K - $220K
|
2.02K
$208K
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.02K+ 0.66% |
$204K - $220K
|
306K
$31.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.97KNew |
$199K - $214K
|
1.97K
$202K
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.97KNew |
$199K - $214K
|
1.97K
$202K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.96K+ 8.2% |
$198K - $213K
|
25.8K
$2.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$196K - $212K
|
1.94K
$200K
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.93KNew |
$195K - $210K
|
1.93K
$199K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.92K+ 20.91% |
$194K - $209K
|
11.1K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.91KNew |
$193K - $208K
|
1.91K
$196K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayport, LLC
|
BUY
|
- |
1.9KNew |
$192K - $207K
|
1.9K
$196K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.89K+ 1.74% |
$192K - $207K
|
111K
$11.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.88KNew |
$190K - $205K
|
1.88K
$193K
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.88KNew |
$190K - $205K
|
1.88K
$193K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.88KNew |
$190K - $205K
|
1.88K
$193K
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.87K+ 31.91% |
$189K - $204K
|
7.74K
$796K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.87K+ 7.02% |
$189K - $204K
|
28.5K
$2.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.87KNew |
$189K - $203K
|
1.87K
$192K
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.86KNew |
$188K - $202K
|
1.86K
$191K
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
1.84KNew |
$186K - $200K
|
1.84K
$189K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
1.8KNew |
$182K - $197K
|
1.8K
$186K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
1.79K+ 1.03% |
$181K - $195K
|
177K
$18.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.79K+ 28.81% |
$181K - $195K
|
8.01K
$824K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.78K+ 4.87% |
$180K - $194K
|
38.3K
$3.95M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.73K+ 9.24% |
$175K - $189K
|
20.5K
$2.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.73K+ 18.64% |
$175K - $189K
|
11K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.69K+ 12.89% |
$170K - $184K
|
14.8K
$1.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 36.25% |
$169K - $182K
|
6.28K
$646K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.65K+ 21.6% |
$167K - $180K
|
9.3K
$957K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.62K+ 1.24% |
$164K - $177K
|
133K
$13.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.59K+ 2.19% |
$160K - $173K
|
74K
$7.62M
|
|
|
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
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.57K+ 4.85% |
$159K - $172K
|
34K
$3.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.56K+ 56.94% |
$158K - $170K
|
4.31K
$444K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.53K+ 4.41% |
$155K - $167K
|
36.3K
$3.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.53K+ 9.76% |
$154K - $166K
|
17.2K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.52K+ 1.21% |
$154K - $166K
|
128K
$13.1M
|
|