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
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
235+ 6.97% |
$19.9K - $24.7K
|
3.61K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
235+ 5.81% |
$19.9K - $24.7K
|
4.28K
$417K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
234+ 5.39% |
$19.8K - $24.6K
|
4.58K
$445K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
233+ 3.74% |
$19.7K - $24.5K
|
6.46K
$628K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
230+ 2.76% |
$19.4K - $24.2K
|
8.58K
$834K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
230+ 5.54% |
$19.4K - $24.2K
|
4.38K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
228+ 3.87% |
$19.3K - $24K
|
6.12K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
228+ 16.18% |
$19.3K - $24K
|
1.64K
$159K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
225+ 3.33% |
$19K - $23.6K
|
6.98K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
225+ 1.06% |
$19K - $23.6K
|
21.4K
$2.08M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
225+ 10.07% |
$19K - $23.6K
|
2.46K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
224+ 6.16% |
$18.9K - $23.5K
|
3.86K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
222+ 3.13% |
$18.8K - $23.3K
|
7.32K
$712K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
221+ 0.15% |
$18.7K - $23.2K
|
143K
$13.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
220+ 9.28% |
$18.6K - $23.1K
|
2.59K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
220+ 1.85% |
$18.6K - $23.1K
|
12.1K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
220+ 3.75% |
$18.6K - $23.1K
|
6.09K
$592K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
218+ 0.51% |
$18.4K - $22.9K
|
43K
$4.18M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
217+ 8.93% |
$18.3K - $22.8K
|
2.65K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
214+ 2.99% |
$18.1K - $22.5K
|
7.36K
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
211+ 4.49% |
$17.8K - $22.2K
|
4.92K
$478K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
211+ 2.54% |
$17.8K - $22.2K
|
8.53K
$830K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
210+ 7.14% |
$17.7K - $22.1K
|
3.15K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
209+ 1.29% |
$17.7K - $22K
|
16.4K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
208New |
$17.6K - $21.9K
|
208
$20.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
207+ 8.26% |
$17.5K - $21.7K
|
2.71K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
207+ 4.95% |
$17.5K - $21.7K
|
4.39K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
207+ 0.35% |
$17.5K - $21.7K
|
59K
$5.74M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
205+ 4.63% |
$17.3K - $21.5K
|
4.63K
$450K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
204+ 0.87% |
$17.2K - $21.4K
|
23.8K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
203+ 8.47% |
$17.2K - $21.3K
|
2.6K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
202+ 0.16% |
$17.1K - $21.2K
|
128K
$12.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
201+ 2.22% |
$17K - $21.1K
|
9.27K
$902K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
200+ 4.55% |
$16.9K - $21K
|
4.6K
$447K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
200+ 4.25% |
$16.9K - $21K
|
4.9K
$477K
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
BUY
|
- |
200+ 95.24% |
$16.9K - $21K
|
410
$39.9K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 0.17% |
$16.9K - $21K
|
117K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
200+ 3.92% |
$16.9K - $21K
|
5.31K
$516K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200New |
$16.9K - $21K
|
200
$19.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
198+ 4.15% |
$16.7K - $20.8K
|
4.97K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
198+ 5.6% |
$16.7K - $20.8K
|
3.73K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
197+ 0.38% |
$16.6K - $20.7K
|
52.1K
$5.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
197+ 2.36% |
$16.6K - $20.7K
|
8.55K
$832K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
197+ 3.08% |
$16.6K - $20.7K
|
6.59K
$641K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
197+ 5.16% |
$16.6K - $20.7K
|
4.01K
$390K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
196+ 1.01% |
$16.6K - $20.6K
|
19.5K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
196+ 12.37% |
$16.6K - $20.6K
|
1.78K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
192+ 0.54% |
$16.2K - $20.2K
|
35.9K
$3.49M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
191+ 1.5% |
$16.1K - $20.1K
|
12.9K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
190+ 1.45% |
$16.1K - $20K
|
13.3K
$1.3M
|