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 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 27, 2026
Q4 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.94KNew |
$196K - $211K
|
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 27, 2026
Q4 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$193K - $207K
|
1.9K
$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 23, 2026
Q4 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.88K+ 3.86% |
$190K - $205K
|
50.6K
$5.21M
|
|
|
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 27, 2026
Q4 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.87KNew |
$189K - $204K
|
1.87K
$192K
|
|
|
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 28, 2026
Q4 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.78K+ 13.29% |
$180K - $194K
|
15.2K
$1.56M
|
|
|
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 28, 2026
Q4 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.62K+ 14.79% |
$164K - $176K
|
12.5K
$1.29M
|
|
|
Jan 28, 2026
Q4 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
1.62K+ 12.13% |
$164K - $176K
|
14.9K
$1.54M
|
|
|
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 28, 2026
Q4 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.47K+ 21.15% |
$149K - $160K
|
8.43K
$867K
|
|