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 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
516+ 2.47% |
$43.6K - $54.2K
|
21.4K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
516+ 1.07% |
$43.6K - $54.2K
|
48.9K
$4.75M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
514+ 0.52% |
$43.4K - $54K
|
99K
$9.63M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
514+ 3.39% |
$43.4K - $54K
|
15.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
511+ 9.15% |
$43.2K - $53.7K
|
6.1K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
511+ 0.19% |
$43.2K - $53.7K
|
275K
$26.8M
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
510+ 7.99% |
$43.1K - $53.6K
|
6.9K
$671K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
507+ 3.11% |
$42.8K - $53.3K
|
16.8K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
506+ 6.42% |
$42.8K - $53.2K
|
8.39K
$816K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
502+ 2.15% |
$42.4K - $52.7K
|
23.9K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
501+ 1.6% |
$42.3K - $52.6K
|
31.8K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
501+ 3.48% |
$42.3K - $52.6K
|
14.9K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
500+ 7.92% |
$42.3K - $52.5K
|
6.81K
$663K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500+ 1.73% |
$42.3K - $52.5K
|
29.4K
$2.86M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500+ 34.39% |
$42.3K - $52.5K
|
1.95K
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
498+ 5.84% |
$42.1K - $52.3K
|
9.02K
$877K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
498+ 8.65% |
$42.1K - $52.3K
|
6.25K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
497+ 0.26% |
$42K - $52.2K
|
193K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
495+ 30.26% |
$41.8K - $52K
|
2.13K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
489+ 3.14% |
$41.3K - $51.4K
|
16.1K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
488+ 0.54% |
$41.2K - $51.3K
|
90.9K
$8.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
485+ 16.17% |
$41K - $50.9K
|
3.48K
$339K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
483+ 0.69% |
$40.8K - $50.7K
|
70K
$6.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
481+ 1.01% |
$40.6K - $50.5K
|
48K
$4.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
481+ 49.18% |
$40.6K - $50.5K
|
1.46K
$142K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
478+ 2.38% |
$40.4K - $50.2K
|
20.6K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
476+ 2.18% |
$40.2K - $50K
|
22.3K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
474+ 2.48% |
$40.1K - $49.8K
|
19.6K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
472+ 1.93% |
$39.9K - $49.6K
|
25K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
472+ 6.57% |
$39.9K - $49.6K
|
7.65K
$744K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
470+ 0.07% |
$39.7K - $49.4K
|
632K
$61.5M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
470+ 1.39% |
$39.7K - $49.4K
|
34.3K
$3.34M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
470+ 16.15% |
$39.7K - $49.4K
|
3.38K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
469+ 1.52% |
$39.6K - $49.3K
|
31.3K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
469+ 3.32% |
$39.6K - $49.3K
|
14.6K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
467+ 0.16% |
$39.5K - $49.1K
|
284K
$27.6M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
467+ 2.45% |
$39.5K - $49.1K
|
19.6K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
465+ 5.92% |
$39.3K - $48.8K
|
8.32K
$809K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
460+ 0.81% |
$38.9K - $48.3K
|
57.6K
$5.6M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
458+ 8.14% |
$38.7K - $48.1K
|
6.09K
$592K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
458+ 3.25% |
$38.7K - $48.1K
|
14.6K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
456+ 2.15% |
$38.5K - $47.9K
|
21.7K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
455+ 2.12% |
$38.4K - $47.8K
|
22K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
454+ 3.64% |
$38.4K - $47.7K
|
12.9K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
452+ 14.94% |
$38.2K - $47.5K
|
3.48K
$338K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
450+ 2.88% |
$38K - $47.3K
|
16.1K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
445+ 1.54% |
$37.6K - $46.7K
|
29.3K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
443+ 1.87% |
$37.4K - $46.5K
|
24.1K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
440+ 12.91% |
$37.2K - $46.2K
|
3.85K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
436+ 0.54% |
$36.8K - $45.8K
|
81.5K
$7.93M
|