Purchases and Sales Made in Q1 2025 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q1 2025. The information is specifically focused on institutions that hold shares of Walmart Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.87KNew |
$242K - $301K
|
2.87K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.86KNew |
$242K - $300K
|
2.86K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.85KNew |
$241K - $299K
|
2.85K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.85K+ 22.29% |
$241K - $299K
|
15.6K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.84K+ 12.79% |
$240K - $298K
|
25K
$2.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.84K+ 35.85% |
$240K - $298K
|
10.7K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.81K+ 4.68% |
$237K - $295K
|
62.8K
$6.11M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.81K+ 1.49% |
$237K - $295K
|
191K
$18.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.8K+ 95.83% |
$237K - $294K
|
5.73K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.79K+ 143.28% |
$236K - $294K
|
4.74K
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.79KNew |
$236K - $293K
|
2.79K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.79KNew |
$236K - $293K
|
2.79K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.78K+ 5.83% |
$235K - $292K
|
50.4K
$4.9M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
2.78K+ 7.74% |
$234K - $292K
|
38.6K
$3.76M
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.77KNew |
$234K - $291K
|
2.77K
$270K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.76K+ 7.35% |
$233K - $290K
|
40.3K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.75K+ 60.42% |
$232K - $288K
|
7.29K
$709K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
2.74KNew |
$232K - $288K
|
2.74K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.74K+ 4.83% |
$231K - $288K
|
59.5K
$5.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
2.74KNew |
$231K - $288K
|
2.74K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.72K+ 21.82% |
$230K - $286K
|
15.2K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.71K+ 8.48% |
$229K - $284K
|
34.6K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.7K+ 5.23% |
$228K - $284K
|
54.4K
$5.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.69KNew |
$227K - $282K
|
2.69K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.68K+ 46.67% |
$227K - $282K
|
8.43K
$820K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.67K+ 4.14% |
$226K - $281K
|
67.3K
$6.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.66K+ 23.6% |
$225K - $280K
|
13.9K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.66K+ 17.52% |
$225K - $280K
|
17.9K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.66KNew |
$225K - $279K
|
2.66K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
2.65K+ 12.8% |
$224K - $279K
|
23.4K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
2.65K+ 27.7% |
$224K - $278K
|
12.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.65K+ 5.11% |
$224K - $278K
|
54.5K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.65K+ 10.59% |
$224K - $278K
|
27.7K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.64K+ 4.74% |
$223K - $278K
|
58.4K
$5.68M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.64KNew |
$223K - $277K
|
2.64K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.63K+ 31.68% |
$222K - $276K
|
10.9K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.61K+ 5.36% |
$221K - $274K
|
51.3K
$4.99M
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
2.57KNew |
$217K - $269K
|
2.57K
$249K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.56K+ 2.02% |
$217K - $269K
|
130K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.55K+ 15.17% |
$216K - $268K
|
19.4K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.55K+ 20.95% |
$215K - $268K
|
14.7K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.52K+ 8.98% |
$213K - $265K
|
30.6K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.5K+ 23.33% |
$211K - $263K
|
13.2K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.5K+ 26.88% |
$211K - $262K
|
11.8K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.48K+ 49.58% |
$210K - $261K
|
7.49K
$728K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.48KNew |
$209K - $260K
|
2.48K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.47K+ 3.03% |
$209K - $259K
|
83.9K
$8.16M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.46KNew |
$208K - $258K
|
2.46K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.45K+ 30.48% |
$207K - $257K
|
10.5K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.45K+ 10.2% |
$207K - $257K
|
26.4K
$2.57M
|