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 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
919+ 19.21% |
$77.7K - $96.5K
|
5.7K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
912+ 17.79% |
$77.1K - $95.8K
|
6.04K
$587K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
910+ 2.13% |
$76.9K - $95.6K
|
43.7K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
909+ 13.91% |
$76.8K - $95.5K
|
7.45K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
907+ 19.19% |
$76.6K - $95.3K
|
5.63K
$548K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
900+ 40.27% |
$76.1K - $94.5K
|
3.14K
$305K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
900+ 1.78% |
$76.1K - $94.5K
|
51.4K
$5M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
900+ 180.0% |
$76.1K - $94.5K
|
1.4K
$136K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
899+ 1.72% |
$76K - $94.4K
|
53.3K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
899+ 6.24% |
$76K - $94.4K
|
15.3K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
889+ 7.37% |
$75.1K - $93.4K
|
12.9K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
888+ 89.7% |
$75K - $93.3K
|
1.88K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
887+ 14.65% |
$75K - $93.2K
|
6.94K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
880+ 30.29% |
$74.4K - $92.4K
|
3.79K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
878+ 9.92% |
$74.2K - $92.2K
|
9.73K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
878+ 11.32% |
$74.2K - $92.2K
|
8.63K
$840K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
862+ 0.35% |
$72.8K - $90.6K
|
249K
$24.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
859+ 15.7% |
$72.6K - $90.2K
|
6.33K
$616K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
859+ 6.23% |
$72.6K - $90.2K
|
14.6K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
855+ 2.71% |
$72.2K - $89.8K
|
32.4K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
849+ 7.38% |
$71.7K - $89.2K
|
12.4K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
841+ 1.29% |
$71.1K - $88.3K
|
66.2K
$6.44M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
841+ 3.81% |
$71.1K - $88.3K
|
22.9K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
838+ 14.86% |
$70.8K - $88K
|
6.48K
$630K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
826+ 13.08% |
$69.8K - $86.8K
|
7.14K
$695K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
825+ 3.81% |
$69.7K - $86.7K
|
22.5K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
823+ 3.18% |
$69.5K - $86.5K
|
26.7K
$2.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
822+ 3.32% |
$69.5K - $86.4K
|
25.6K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
814+ 2.42% |
$68.8K - $85.5K
|
34.4K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
813+ 1.83% |
$68.7K - $85.4K
|
45.2K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
811+ 10.17% |
$68.5K - $85.2K
|
8.79K
$855K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
811+ 13.71% |
$68.5K - $85.2K
|
6.73K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
811+ 15.02% |
$68.5K - $85.2K
|
6.21K
$604K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
809+ 1.8% |
$68.4K - $85K
|
45.7K
$4.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
804+ 7.6% |
$67.9K - $84.5K
|
11.4K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
803+ 3.66% |
$67.9K - $84.4K
|
22.8K
$2.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
796+ 3.37% |
$67.3K - $83.6K
|
24.4K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
794+ 3.52% |
$67.1K - $83.4K
|
23.4K
$2.27M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
787+ 10.54% |
$66.5K - $82.7K
|
8.26K
$803K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
785+ 4.03% |
$66.3K - $82.5K
|
20.3K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
781+ 9.98% |
$66K - $82K
|
8.61K
$837K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
778+ 4.55% |
$65.7K - $81.7K
|
17.9K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
771+ 7.62% |
$65.1K - $81K
|
10.9K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
769+ 0.93% |
$65K - $80.8K
|
83.7K
$8.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
768+ 17.7% |
$64.9K - $80.7K
|
5.11K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
767+ 46.94% |
$64.8K - $80.6K
|
2.4K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
759+ 2.87% |
$64.1K - $79.7K
|
27.2K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
754+ 9.18% |
$63.7K - $79.2K
|
8.97K
$872K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
753+ 18.53% |
$63.6K - $79.1K
|
4.82K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
751+ 3.09% |
$63.5K - $78.9K
|
25K
$2.44M
|