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 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
362+ 0.35% |
$30.6K - $38K
|
104K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
359+ 2.17% |
$30.3K - $37.7K
|
16.9K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
351+ 0.22% |
$29.7K - $36.9K
|
162K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
350+ 3.58% |
$29.6K - $36.8K
|
10.1K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
349+ 2.63% |
$29.5K - $36.7K
|
13.6K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
348+ 4.16% |
$29.4K - $36.6K
|
8.72K
$848K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
348+ 4.6% |
$29.4K - $36.6K
|
7.92K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
341+ 6.49% |
$28.8K - $35.8K
|
5.6K
$544K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
339+ 2.64% |
$28.6K - $35.6K
|
13.2K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
337+ 1.53% |
$28.5K - $35.4K
|
22.4K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
330+ 6.14% |
$27.9K - $34.7K
|
5.71K
$555K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
330+ 0.87% |
$27.9K - $34.7K
|
38.3K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
330+ 13.77% |
$27.9K - $34.7K
|
2.73K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
329+ 4.71% |
$27.8K - $34.6K
|
7.32K
$712K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
327+ 17.09% |
$27.6K - $34.4K
|
2.24K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
326+ 1.03% |
$27.5K - $34.2K
|
32K
$3.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
323+ 4.32% |
$27.3K - $33.9K
|
7.8K
$758K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
323+ 0.17% |
$27.3K - $33.9K
|
194K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
321+ 6.99% |
$27.1K - $33.7K
|
4.91K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
320+ 7.63% |
$27K - $33.6K
|
4.51K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
320+ 2.64% |
$27K - $33.6K
|
12.4K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
318+ 2.25% |
$26.9K - $33.4K
|
14.4K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
317+ 17.86% |
$26.8K - $33.3K
|
2.09K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
317+ 3.27% |
$26.8K - $33.3K
|
10K
$974K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
315+ 1.87% |
$26.6K - $33.1K
|
17.1K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
315+ 2.62% |
$26.6K - $33.1K
|
12.3K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
310+ 1.2% |
$26.2K - $32.6K
|
26.2K
$2.54M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
309+ 3.58% |
$26.1K - $32.5K
|
8.95K
$870K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
309+ 0.39% |
$26.1K - $32.5K
|
78.8K
$7.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
307+ 4.55% |
$25.9K - $32.3K
|
7.05K
$686K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
307+ 4.37% |
$25.9K - $32.3K
|
7.34K
$714K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
306+ 10.24% |
$25.9K - $32.1K
|
3.29K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
304+ 6.79% |
$25.7K - $31.9K
|
4.78K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
304+ 2.02% |
$25.7K - $31.9K
|
15.3K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
303New |
$25.6K - $31.8K
|
303
$29.5K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 0.23% |
$25.5K - $31.7K
|
131K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
300+ 5.2% |
$25.4K - $31.5K
|
6.07K
$590K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
300+ 38.22% |
$25.4K - $31.5K
|
1.09K
$106K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 2.09% |
$25.4K - $31.5K
|
14.7K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
300+ 9.2% |
$25.4K - $31.5K
|
3.56K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
300+ 3.58% |
$25.4K - $31.5K
|
8.67K
$843K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
300+ 59.41% |
$25.4K - $31.5K
|
805
$78.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
299+ 2.03% |
$25.3K - $31.4K
|
15K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
298+ 7.29% |
$25.2K - $31.3K
|
4.38K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
297+ 0.36% |
$25.1K - $31.2K
|
82.1K
$7.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
296+ 2.02% |
$25K - $31.1K
|
14.9K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
295+ 9.27% |
$24.9K - $31K
|
3.48K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
294+ 432.35% |
$24.8K - $30.9K
|
362
$35.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
293+ 4.02% |
$24.8K - $30.8K
|
7.59K
$738K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
291+ 5.33% |
$24.6K - $30.6K
|
5.75K
$559K
|