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 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
434+ 2.15% |
$36.7K - $45.6K
|
20.7K
$2.01M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
432+ 4.08% |
$36.5K - $45.4K
|
11K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
430+ 9.92% |
$36.3K - $45.2K
|
4.76K
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
429+ 2.4% |
$36.3K - $45.1K
|
18.3K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
428+ 0.77% |
$36.2K - $45K
|
56.1K
$5.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
427+ 11.71% |
$36.1K - $44.9K
|
4.07K
$396K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
426+ 3.3% |
$36K - $44.8K
|
13.3K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
424+ 2.86% |
$35.8K - $44.5K
|
15.3K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
424+ 11.11% |
$35.8K - $44.5K
|
4.24K
$412K
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
417+ 3.25% |
$35.2K - $43.8K
|
13.3K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
411+ 0.58% |
$34.7K - $43.2K
|
71.2K
$6.93M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
411+ 5.49% |
$34.7K - $43.2K
|
7.9K
$769K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
410+ 8.74% |
$34.6K - $43.1K
|
5.1K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
404New |
$34.1K - $42.4K
|
404
$39.3K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
399+ 13.43% |
$33.7K - $41.9K
|
3.37K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
399+ 12.63% |
$33.7K - $41.9K
|
3.56K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
398+ 0.31% |
$33.6K - $41.8K
|
129K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
398+ 0.87% |
$33.6K - $41.8K
|
46.2K
$4.49M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
395+ 17.29% |
$33.4K - $41.5K
|
2.68K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
394+ 1.14% |
$33.3K - $41.4K
|
35.1K
$3.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
393+ 0.66% |
$33.2K - $41.3K
|
60.2K
$5.85M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
393+ 12.08% |
$33.2K - $41.3K
|
3.65K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
392+ 7.38% |
$33.1K - $41.2K
|
5.7K
$555K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
391+ 0.95% |
$33K - $41.1K
|
41.5K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
391+ 7.79% |
$33K - $41.1K
|
5.41K
$527K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
390+ 0.83% |
$33K - $41K
|
47.1K
$4.58M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
390+ 12.82% |
$33K - $41K
|
3.43K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
388+ 7.16% |
$32.8K - $40.8K
|
5.81K
$565K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
387+ 12.3% |
$32.7K - $40.7K
|
3.53K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
386+ 13.26% |
$32.6K - $40.5K
|
3.3K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
385+ 2.97% |
$32.5K - $40.4K
|
13.3K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
378+ 1.44% |
$31.9K - $39.7K
|
26.6K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
378+ 3.0% |
$31.9K - $39.7K
|
13K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
377+ 6.54% |
$31.9K - $39.6K
|
6.14K
$597K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
372+ 2.48% |
$31.4K - $39.1K
|
15.4K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
371+ 0.25% |
$31.3K - $39K
|
151K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
371+ 2.56% |
$31.3K - $39K
|
14.8K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
370+ 7.07% |
$31.3K - $38.9K
|
5.61K
$545K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
370+ 1.69% |
$31.3K - $38.9K
|
22.2K
$2.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
368+ 3.38% |
$31.1K - $38.7K
|
11.3K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
368+ 6.8% |
$31.1K - $38.7K
|
5.78K
$562K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
368+ 1.08% |
$31.1K - $38.7K
|
34.4K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
368New |
$31.1K - $38.7K
|
368
$35.8K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
367+ 4.74% |
$31K - $38.6K
|
8.11K
$789K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
366+ 1.86% |
$30.9K - $38.4K
|
20K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
364+ 2.35% |
$30.8K - $38.2K
|
15.9K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
364+ 3.12% |
$30.8K - $38.2K
|
12K
$1.17M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
364+ 9.46% |
$30.8K - $38.2K
|
4.21K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
362+ 4.03% |
$30.6K - $38K
|
9.34K
$908K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
362+ 11.61% |
$30.6K - $38K
|
3.48K
$338K
|