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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.15K+ 10.74% |
$97.3K - $121K
|
11.9K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.15K+ 1.98% |
$97.1K - $121K
|
59.1K
$5.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.15K+ 9.96% |
$97K - $121K
|
12.7K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.14KNew |
$96.6K - $120K
|
1.14K
$111K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.13K+ 43.45% |
$95.1K - $118K
|
3.71K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.12K+ 9.78% |
$94.9K - $118K
|
12.6K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.12K+ 10.2% |
$94.8K - $118K
|
12.1K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.12K+ 5.82% |
$94.3K - $117K
|
20.3K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.11K+ 0.43% |
$93.5K - $116K
|
259K
$25.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1.1K+ 3.6% |
$92.8K - $115K
|
31.6K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.09K+ 2.32% |
$92.1K - $115K
|
48K
$4.67M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.08K+ 3.42% |
$91.3K - $114K
|
32.7K
$3.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.08K+ 0.52% |
$91.3K - $113K
|
207K
$20.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.08K+ 31.5% |
$91.2K - $113K
|
4.5K
$438K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
1.08K+ 2.75% |
$91.1K - $113K
|
40.3K
$3.92M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.08K+ 10.45% |
$90.9K - $113K
|
11.4K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.08K+ 12.96% |
$90.8K - $113K
|
9.37K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.07K+ 0.74% |
$90.7K - $113K
|
147K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.06K+ 0.29% |
$89.9K - $112K
|
369K
$35.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.06K+ 1.37% |
$89.7K - $112K
|
78.7K
$7.65M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.05K+ 4.55% |
$88.9K - $111K
|
24.2K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.04K+ 4.89% |
$87.7K - $109K
|
22.3K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.04K+ 22.11% |
$87.6K - $109K
|
5.73K
$557K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.04K+ 1.45% |
$87.6K - $109K
|
72.7K
$7.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.04K+ 1.1% |
$87.5K - $109K
|
95.2K
$9.26M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.03K+ 7.69% |
$87.4K - $109K
|
14.5K
$1.41M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.03K+ 2.37% |
$87.1K - $108K
|
44.5K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.03K+ 4.53% |
$86.9K - $108K
|
23.7K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.03K+ 2.36% |
$86.7K - $108K
|
44.4K
$4.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
1.01K+ 1.15% |
$85.6K - $106K
|
89.3K
$8.69M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.01K+ 3.75% |
$85.3K - $106K
|
27.9K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.01K+ 21.79% |
$84.9K - $106K
|
5.62K
$546K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1K+ 1.55% |
$84.6K - $105K
|
65.6K
$6.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1K+ 4.35% |
$84.5K - $105K
|
24K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1K+ 24.9% |
$84.5K - $105K
|
5.02K
$488K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
989+ 11.5% |
$83.6K - $104K
|
9.59K
$933K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
982+ 2.66% |
$83K - $103K
|
37.9K
$3.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
973+ 7.96% |
$82.2K - $102K
|
13.2K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
972+ 4.5% |
$82.1K - $102K
|
22.6K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
970+ 3.49% |
$82K - $102K
|
28.8K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
963+ 33.73% |
$81.4K - $101K
|
3.82K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
961+ 4.12% |
$81.2K - $101K
|
24.3K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
960+ 16.18% |
$81.1K - $101K
|
6.9K
$671K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
941+ 2.81% |
$79.5K - $98.9K
|
34.5K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
941+ 6.7% |
$79.5K - $98.9K
|
15K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
940+ 11.01% |
$79.4K - $98.7K
|
9.48K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
931+ 3.42% |
$78.7K - $97.8K
|
28.1K
$2.74M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
927+ 12.73% |
$78.3K - $97.4K
|
8.21K
$798K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
926+ 6.44% |
$78.2K - $97.3K
|
15.3K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
925+ 5.47% |
$78.2K - $97.2K
|
17.8K
$1.74M
|