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 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
430+ 13.63% |
$43.5K - $46.9K
|
3.59K
$369K
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
422+ 202.88% |
$42.7K - $46K
|
630
$64.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
419+ 0.58% |
$42.4K - $45.7K
|
73K
$7.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
412+ 6.27% |
$41.7K - $44.9K
|
6.98K
$718K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
409+ 1.84% |
$41.4K - $44.6K
|
22.6K
$2.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
407+ 5.09% |
$41.2K - $44.4K
|
8.4K
$865K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
405+ 7.94% |
$41K - $44.2K
|
5.51K
$567K
|
|
|
Jan 20, 2026
Q4 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
402+ 1.25% |
$40.7K - $43.8K
|
32.6K
$3.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
399+ 3.86% |
$40.4K - $43.5K
|
10.7K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
399+ 7.62% |
$40.4K - $43.5K
|
5.63K
$580K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
394+ 0.81% |
$39.9K - $43K
|
49.2K
$5.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
389+ 16.52% |
$39.4K - $42.4K
|
2.74K
$282K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
389+ 1.47% |
$39.4K - $42.4K
|
26.9K
$2.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
388+ 0.85% |
$39.3K - $42.3K
|
45.8K
$4.72M
|
|
|
Jan 21, 2026
Q4 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
380+ 9.22% |
$38.4K - $41.4K
|
4.5K
$463K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
380+ 4.21% |
$38.4K - $41.4K
|
9.4K
$968K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
373+ 6.64% |
$37.7K - $40.7K
|
5.99K
$617K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
372+ 7.74% |
$37.6K - $40.6K
|
5.18K
$533K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
364+ 2.08% |
$36.8K - $39.7K
|
17.9K
$1.84M
|
|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
358+ 10.88% |
$36.2K - $39K
|
3.65K
$375K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
357+ 1.54% |
$36.1K - $38.9K
|
23.6K
$2.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
356+ 2.14% |
$36K - $38.8K
|
17K
$1.75M
|
|
|
Jan 09, 2026
Q4 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
354+ 0.39% |
$35.8K - $38.6K
|
91.6K
$9.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
347+ 12.24% |
$35.1K - $37.8K
|
3.18K
$327K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
345+ 5.07% |
$34.9K - $37.6K
|
7.16K
$737K
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
344+ 1.98% |
$34.8K - $37.5K
|
17.7K
$1.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
339+ 0.55% |
$34.3K - $37K
|
61.5K
$6.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
333New |
$33.7K - $36.3K
|
333
$34.3K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
330+ 1.6% |
$33.4K - $36K
|
21K
$2.16M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
324+ 2.25% |
$32.8K - $35.3K
|
14.7K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
323+ 9.83% |
$32.7K - $35.2K
|
3.61K
$372K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
319+ 4.38% |
$32.3K - $34.8K
|
7.61K
$783K
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
315+ 6.56% |
$31.9K - $34.3K
|
5.12K
$527K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
315+ 2.28% |
$31.9K - $34.3K
|
14.1K
$1.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
303+ 1.05% |
$30.7K - $33K
|
29.2K
$3.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
301+ 1.31% |
$30.5K - $32.8K
|
23.2K
$2.39M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
300+ 6.61% |
$30.4K - $32.7K
|
4.84K
$498K
|
|
|
Jan 12, 2026
Q4 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
297+ 0.75% |
$30.1K - $32.4K
|
40K
$4.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
287+ 1.46% |
$29K - $31.3K
|
19.9K
$2.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
285+ 7.94% |
$28.8K - $31.1K
|
3.87K
$399K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
283+ 6.69% |
$28.6K - $30.9K
|
4.51K
$464K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
282+ 3.39% |
$28.5K - $30.7K
|
8.61K
$887K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
282+ 2.63% |
$28.5K - $30.7K
|
11K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
280+ 1.8% |
$28.3K - $30.5K
|
15.9K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
275+ 5.09% |
$27.8K - $30K
|
5.67K
$584K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
275+ 2.68% |
$27.8K - $30K
|
10.6K
$1.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
273+ 6.99% |
$27.6K - $29.8K
|
4.18K
$430K
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
271+ 5.05% |
$27.4K - $29.5K
|
5.63K
$580K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
270New |
$27.3K - $29.4K
|
270
$27.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
265+ 4.49% |
$26.8K - $28.9K
|
6.17K
$635K
|
|