Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,637 institutions that hold shares in the stock, with a total of 2.77 Billion shares, which have been reported (via 13F filing form) to have a value of $285 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16,989
shares
|
$1.75 Million
0.21% of portfolio
|
Q4 2022
Reduced 2.42%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
16,970
shares
|
$1.75 Million
0.2% of portfolio
|
Q4 2025
Added 2.14%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
16,970
shares
|
$1.75 Million
1.42% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
16,932
shares
|
$1.74 Million
0.84% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
16,908
shares
|
$1.74 Million
0.62% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
16,886
shares
|
$1.74 Million
0.08% of portfolio
|
Q4 2025
Added 48.87%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
16,878
shares
|
$1.74 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
16,874
shares
|
$1.74 Million
1.21% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
16,867
shares
|
$1.74 Million
0.53% of portfolio
|
Q3 2023
Added 2.82%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
16,856
shares
|
$1.74 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
16,839
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Ccg Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
16,793
shares
|
$1.73 Million
0.77% of portfolio
|
Q4 2025
Added 22.62%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
16,775
shares
|
$1.73 Million
1.69% of portfolio
|
Q4 2025
Added 6.66%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
16,767
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
16,759
shares
|
$1.73 Million
1.15% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 20, 2026 Q4 2025 |
16,754
shares
|
$1.72 Million
0.61% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
16,749
shares
|
$1.72 Million
1.4% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
16,741
shares
|
$1.72 Million
0.32% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
16,737
shares
|
$1.72 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
16,722
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,662
shares
|
$1.72 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
16,631
shares
|
$1.71 Million
0.84% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
16,594
shares
|
$1.71 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
16,580
shares
|
$1.71 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
16,574
shares
|
$1.71 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.25%
|
|