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
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.44K+ 4.23% |
$206K - $257K
|
60.1K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.43K+ 2.65% |
$206K - $255K
|
94.2K
$9.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.43K+ 17.31% |
$205K - $255K
|
16.5K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.43K+ 48.79% |
$205K - $255K
|
7.4K
$720K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.42K+ 2.65% |
$204K - $254K
|
93.5K
$9.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.4K+ 6.15% |
$203K - $252K
|
41.4K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.39KNew |
$202K - $251K
|
2.39K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.39KNew |
$202K - $251K
|
2.39K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2.38KNew |
$201K - $250K
|
2.38K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
2.36K+ 3.11% |
$199K - $248K
|
78.3K
$7.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.36K+ 1.55% |
$199K - $248K
|
155K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.35K+ 2.72% |
$198K - $247K
|
88.7K
$8.63M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.32K+ 2.87% |
$196K - $243K
|
83.1K
$8.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.29KNew |
$193K - $240K
|
2.29K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2.29KNew |
$193K - $240K
|
2.29K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.28K+ 1.4% |
$193K - $240K
|
165K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.26K+ 35.61% |
$191K - $238K
|
8.62K
$838K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.25K+ 12.29% |
$190K - $236K
|
20.6K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.24K+ 0.94% |
$189K - $235K
|
240K
$23.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.23K+ 3.35% |
$188K - $234K
|
68.7K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.23KNew |
$188K - $234K
|
2.23K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.22K+ 1.73% |
$187K - $233K
|
131K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.21K+ 18.43% |
$187K - $232K
|
14.2K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.21K+ 30.78% |
$187K - $232K
|
9.38K
$912K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.19K+ 4.31% |
$185K - $230K
|
53.1K
$5.16M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.15KNew |
$182K - $226K
|
2.15K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2.14K+ 0.98% |
$181K - $225K
|
221K
$21.5M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
2.14K+ 9.6% |
$181K - $225K
|
24.5K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.13KNew |
$180K - $224K
|
2.13K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
2.11K+ 13.91% |
$178K - $222K
|
17.3K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.11K+ 25.5% |
$178K - $221K
|
10.4K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.09K+ 0.78% |
$177K - $220K
|
271K
$26.4M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.09KNew |
$177K - $220K
|
2.09K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.09K+ 19.1% |
$176K - $219K
|
13K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.09K+ 7.9% |
$176K - $219K
|
28.5K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
2.08K+ 1.31% |
$176K - $219K
|
161K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.08K+ 3.36% |
$176K - $218K
|
63.9K
$6.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.07KNew |
$175K - $218K
|
2.07K
$202K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 3.74% |
$175K - $217K
|
57.3K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.06K+ 1.63% |
$174K - $216K
|
129K
$12.5M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.04K+ 6.3% |
$172K - $214K
|
34.4K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.03K+ 10.65% |
$172K - $214K
|
21.1K
$2.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.03K+ 9.64% |
$172K - $213K
|
23.1K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.02K+ 10.69% |
$171K - $212K
|
20.9K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.02K+ 3.23% |
$171K - $212K
|
64.6K
$6.28M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
2.01K+ 5.88% |
$170K - $211K
|
36.2K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2K+ 7.44% |
$169K - $210K
|
28.9K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2K+ 9.49% |
$169K - $210K
|
23.1K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2K+ 21.23% |
$169K - $210K
|
11.4K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.99KNew |
$168K - $209K
|
1.99K
$193K
|