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 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.77KNew |
$179K - $193K
|
1.77K
$182K
|
|
|
Jan 26, 2026
Q4 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.77KNew |
$179K - $193K
|
1.77K
$182K
|
|
|
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 27, 2026
Q4 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.68K+ 11.9% |
$169K - $183K
|
15.7K
$1.62M
|
|
|
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 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.63K+ 2.03% |
$165K - $178K
|
81.8K
$8.43M
|
|
|
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 26, 2026
Q4 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.55K+ 2.25% |
$157K - $169K
|
70.4K
$7.25M
|
|
|
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
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.52K+ 16.45% |
$153K - $165K
|
10.7K
$1.11M
|
|
|
Jan 27, 2026
Q4 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
1.5K+ 9.74% |
$152K - $164K
|
16.9K
$1.74M
|
|
|
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 27, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.4K+ 7.33% |
$141K - $152K
|
20.4K
$2.1M
|
|
|
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 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.21K+ 1.66% |
$122K - $131K
|
74K
$7.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
1.2K+ 17.14% |
$122K - $131K
|
8.22K
$846K
|
|
|
Jan 27, 2026
Q4 2025
|
Optas, LLC
|
BUY
|
- |
1.19K+ 6.59% |
$120K - $129K
|
19.2K
$1.97M
|
|
|
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 26, 2026
Q4 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.18K+ 26.44% |
$119K - $128K
|
5.63K
$580K
|
|
|
Jan 27, 2026
Q4 2025
|
Davidson Investment Advisors
|
BUY
|
- |
1.17K+ 0.42% |
$118K - $128K
|
282K
$29M
|
|
|
Jan 26, 2026
Q4 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.16K+ 2.24% |
$118K - $127K
|
53K
$5.46M
|
|
|
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
|
|