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 05, 2025
Q1 2025
|
Lipe & Dalton
|
BUY
|
- |
200+ 95.24% |
$16.9K - $21K
|
410
$42.5K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 0.17% |
$16.9K - $21K
|
117K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
200+ 3.92% |
$16.9K - $21K
|
5.31K
$550K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200New |
$16.9K - $21K
|
200
$20.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
198+ 4.15% |
$16.7K - $20.8K
|
4.97K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
198+ 5.6% |
$16.7K - $20.8K
|
3.73K
$387K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
197+ 0.38% |
$16.6K - $20.7K
|
52.1K
$5.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
197+ 2.36% |
$16.6K - $20.7K
|
8.55K
$886K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
197+ 3.08% |
$16.6K - $20.7K
|
6.59K
$682K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
197+ 5.16% |
$16.6K - $20.7K
|
4.01K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
196+ 1.01% |
$16.6K - $20.6K
|
19.5K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
196+ 12.37% |
$16.6K - $20.6K
|
1.78K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
192+ 0.54% |
$16.2K - $20.2K
|
35.9K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
191+ 1.5% |
$16.1K - $20.1K
|
12.9K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
190+ 1.45% |
$16.1K - $20K
|
13.3K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
190+ 5.77% |
$16.1K - $20K
|
3.48K
$361K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
187+ 2.34% |
$15.8K - $19.6K
|
8.19K
$848K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
187+ 2.04% |
$15.8K - $19.6K
|
9.35K
$968K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
186+ 2.57% |
$15.7K - $19.5K
|
7.43K
$770K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
186+ 0.76% |
$15.7K - $19.5K
|
24.6K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
185+ 2.56% |
$15.6K - $19.4K
|
7.41K
$768K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
185+ 1.4% |
$15.6K - $19.4K
|
13.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
185+ 3.31% |
$15.6K - $19.4K
|
5.77K
$598K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
182+ 0.68% |
$15.4K - $19.1K
|
27K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
181+ 3.67% |
$15.3K - $19K
|
5.12K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
181+ 1.42% |
$15.3K - $19K
|
12.9K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
180+ 1.26% |
$15.2K - $18.9K
|
14.4K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
180+ 5.27% |
$15.2K - $18.9K
|
3.6K
$373K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
180+ 0.98% |
$15.2K - $18.9K
|
18.6K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
179+ 1.59% |
$15.1K - $18.8K
|
11.4K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
178+ 1.43% |
$15K - $18.7K
|
12.7K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
177+ 2.36% |
$15K - $18.6K
|
7.68K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
176+ 3.01% |
$14.9K - $18.5K
|
6.03K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
171+ 3.33% |
$14.4K - $18K
|
5.31K
$550K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
171+ 2.88% |
$14.4K - $18K
|
6.12K
$634K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
169+ 5.58% |
$14.3K - $17.8K
|
3.2K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
167+ 0.44% |
$14.1K - $17.5K
|
38K
$3.94M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
167+ 98.24% |
$14.1K - $17.5K
|
337
$34.9K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
167+ 1.35% |
$14.1K - $17.5K
|
12.5K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
166+ 4.29% |
$14K - $17.4K
|
4.03K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
165+ 4.46% |
$13.9K - $17.3K
|
3.86K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
164+ 1.11% |
$13.9K - $17.2K
|
15K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
162+ 5.63% |
$13.7K - $17K
|
3.04K
$315K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
161+ 0.85% |
$13.6K - $16.9K
|
19.2K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
161+ 6.16% |
$13.6K - $16.9K
|
2.78K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
160+ 457.14% |
$13.5K - $16.8K
|
195
$20.2K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
160+ 26.67% |
$13.5K - $16.8K
|
760
$78.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
159+ 0.59% |
$13.4K - $16.7K
|
27K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
157+ 0.16% |
$13.3K - $16.5K
|
98.6K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
156+ 0.25% |
$13.2K - $16.4K
|
62.2K
$6.45M
|