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
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.52K+ 16.45% |
$153K - $165K
|
10.7K
$1.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
1.5K+ 16.3% |
$152K - $164K
|
10.7K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.49K+ 0.81% |
$150K - $162K
|
184K
$19M
|
|
|
Jan 22, 2026
Q4 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.47K+ 4.75% |
$149K - $161K
|
32.5K
$3.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.46K+ 1.0% |
$148K - $160K
|
148K
$15.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.41K+ 2.11% |
$142K - $154K
|
68.1K
$7.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.36K+ 1.33% |
$138K - $149K
|
104K
$10.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.33K+ 6.87% |
$135K - $145K
|
20.7K
$2.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.3K+ 10.94% |
$132K - $142K
|
13.2K
$1.36M
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.28K+ 0.46% |
$130K - $140K
|
281K
$28.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.27K+ 10.4% |
$128K - $138K
|
13.5K
$1.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.25K+ 64.32% |
$126K - $136K
|
3.19K
$329K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.24K+ 2.35% |
$126K - $135K
|
54K
$5.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.23K+ 53.84% |
$124K - $134K
|
3.5K
$361K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.21K+ 1.87% |
$122K - $132K
|
65.8K
$6.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.21K+ 43.54% |
$122K - $132K
|
3.99K
$410K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
1.2K+ 17.14% |
$122K - $131K
|
8.22K
$846K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 23.35% |
$120K - $129K
|
6.25K
$643K
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.18K+ 11.16% |
$119K - $128K
|
11.7K
$1.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.15K+ 22.43% |
$116K - $125K
|
6.28K
$647K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.15K+ 2.98% |
$116K - $125K
|
39.6K
$4.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 8.28% |
$115K - $124K
|
14.9K
$1.53M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.13K+ 41.58% |
$114K - $123K
|
3.85K
$396K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.12K+ 5.86% |
$113K - $122K
|
20.2K
$2.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 4.56% |
$112K - $121K
|
25.4K
$2.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.1K+ 24.63% |
$111K - $120K
|
5.57K
$573K
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.1K+ 17.57% |
$111K - $119K
|
7.33K
$755K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.08K+ 10.76% |
$109K - $118K
|
11.1K
$1.15M
|
|
|
Jan 21, 2026
Q4 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.07K+ 1.31% |
$109K - $117K
|
83.1K
$8.56M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.05K+ 6.66% |
$106K - $114K
|
16.8K
$1.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1.02K+ 2.84% |
$104K - $112K
|
37K
$3.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.01K+ 27.29% |
$102K - $110K
|
4.69K
$483K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1K+ 4.48% |
$101K - $109K
|
23.4K
$2.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
989+ 4.95% |
$100K - $108K
|
21K
$2.16M
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
987+ 5.69% |
$99.9K - $108K
|
18.3K
$1.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
981+ 4.33% |
$99.3K - $107K
|
23.6K
$2.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
977+ 38.3% |
$98.9K - $107K
|
3.53K
$363K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
961+ 17.59% |
$97.2K - $105K
|
6.43K
$661K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
936+ 8.06% |
$94.7K - $102K
|
12.5K
$1.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
935+ 11.89% |
$94.6K - $102K
|
8.8K
$906K
|
|
|
Jan 21, 2026
Q4 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
926+ 1.9% |
$93.7K - $101K
|
49.7K
$5.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
925+ 3.88% |
$93.6K - $101K
|
24.8K
$2.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
925+ 10.74% |
$93.6K - $101K
|
9.53K
$982K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
924+ 27.46% |
$93.5K - $101K
|
4.29K
$442K
|
|
|
Jan 21, 2026
Q4 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
889+ 0.48% |
$89.9K - $96.9K
|
185K
$19.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
889+ 2.78% |
$89.9K - $96.9K
|
32.9K
$3.39M
|
|
|
Jan 21, 2026
Q4 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
888+ 11.21% |
$89.8K - $96.8K
|
8.81K
$907K
|
|
|
Jan 09, 2026
Q4 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
877+ 1.01% |
$88.7K - $95.6K
|
87.8K
$9.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
866+ 1.62% |
$87.6K - $94.4K
|
54.4K
$5.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
865+ 1.59% |
$87.5K - $94.3K
|
55.4K
$5.7M
|
|