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 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.39K+ 2.84% |
$117K - $145K
|
50.1K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.39KNew |
$117K - $145K
|
1.39K
$135K
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
1.38K+ 42.8% |
$117K - $145K
|
4.61K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.38K+ 6.02% |
$117K - $145K
|
24.3K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.36KNew |
$115K - $143K
|
1.36K
$132K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.36K+ 7.31% |
$115K - $143K
|
20K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.36K+ 11.39% |
$115K - $143K
|
13.3K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.36K+ 60.97% |
$115K - $142K
|
3.58K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.35K+ 40.43% |
$114K - $142K
|
4.7K
$457K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.34K+ 57.66% |
$114K - $141K
|
3.68K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.34K+ 11.67% |
$114K - $141K
|
12.9K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.34K+ 46.72% |
$113K - $141K
|
4.21K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
1.34K+ 13.29% |
$113K - $141K
|
11.4K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.34K+ 6.71% |
$113K - $141K
|
21.3K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.33K+ 42.92% |
$113K - $140K
|
4.44K
$432K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.33K+ 10.41% |
$112K - $139K
|
14.1K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.33K+ 0.76% |
$112K - $139K
|
176K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.32KNew |
$112K - $139K
|
1.32K
$129K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.32KNew |
$112K - $139K
|
1.32K
$128K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.32K+ 28.73% |
$111K - $139K
|
5.91K
$575K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.31K+ 4.17% |
$111K - $137K
|
32.7K
$3.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.3K+ 36.09% |
$110K - $136K
|
4.9K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
1.29K+ 0.92% |
$109K - $136K
|
142K
$13.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.29K+ 2.63% |
$109K - $136K
|
50.4K
$4.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.29K+ 2.98% |
$109K - $136K
|
44.6K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.29K+ 2.93% |
$109K - $136K
|
45.4K
$4.41M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.28K+ 21.09% |
$108K - $135K
|
7.36K
$716K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.27K+ 6.94% |
$107K - $134K
|
19.6K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.27K+ 8.25% |
$107K - $134K
|
16.7K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.27K+ 23.54% |
$107K - $134K
|
6.67K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
1.27K+ 2.01% |
$107K - $133K
|
64.5K
$6.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.24K+ 8.59% |
$105K - $130K
|
15.7K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.23K+ 1.94% |
$104K - $130K
|
64.8K
$6.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
1.22K+ 8.28% |
$103K - $129K
|
16K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
1.22K+ 3.55% |
$103K - $128K
|
35.5K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.21K+ 23.35% |
$103K - $128K
|
6.41K
$624K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.2K+ 19.4% |
$102K - $126K
|
7.41K
$721K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.2K+ 4.21% |
$101K - $126K
|
29.6K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.19K+ 4.6% |
$101K - $125K
|
27.2K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.19K+ 22.16% |
$101K - $125K
|
6.58K
$640K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.19K+ 1.16% |
$101K - $125K
|
104K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.19K+ 7.67% |
$101K - $125K
|
16.7K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.19K+ 1.57% |
$101K - $125K
|
77K
$7.49M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.19K+ 10.69% |
$100K - $124K
|
12.3K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.18K+ 13.35% |
$100K - $124K
|
10K
$977K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
1.18K+ 0.62% |
$99.5K - $124K
|
192K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.18KNew |
$99.4K - $124K
|
1.18K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.17K+ 0.83% |
$98.9K - $123K
|
142K
$13.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.16K+ 3.89% |
$98.1K - $122K
|
31K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.16K+ 9.62% |
$97.8K - $122K
|
13.2K
$1.28M
|