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 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
190+ 5.77% |
$16.1K - $20K
|
3.48K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
187+ 2.34% |
$15.8K - $19.6K
|
8.19K
$796K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
187+ 2.04% |
$15.8K - $19.6K
|
9.35K
$909K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
186+ 2.57% |
$15.7K - $19.5K
|
7.43K
$723K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
186+ 0.76% |
$15.7K - $19.5K
|
24.6K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
185+ 2.56% |
$15.6K - $19.4K
|
7.41K
$721K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
185+ 1.4% |
$15.6K - $19.4K
|
13.4K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
185+ 3.31% |
$15.6K - $19.4K
|
5.77K
$561K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
182+ 0.68% |
$15.4K - $19.1K
|
27K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
181+ 3.67% |
$15.3K - $19K
|
5.12K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
181+ 1.42% |
$15.3K - $19K
|
12.9K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
180+ 1.26% |
$15.2K - $18.9K
|
14.4K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
180+ 5.27% |
$15.2K - $18.9K
|
3.6K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
180+ 0.98% |
$15.2K - $18.9K
|
18.6K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
179+ 1.59% |
$15.1K - $18.8K
|
11.4K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
178+ 1.43% |
$15K - $18.7K
|
12.7K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
177+ 2.36% |
$15K - $18.6K
|
7.68K
$747K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
176+ 3.01% |
$14.9K - $18.5K
|
6.03K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
171+ 3.33% |
$14.4K - $18K
|
5.31K
$517K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
171+ 2.88% |
$14.4K - $18K
|
6.12K
$595K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
169+ 5.58% |
$14.3K - $17.8K
|
3.2K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
167+ 0.44% |
$14.1K - $17.5K
|
38K
$3.7M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
167+ 98.24% |
$14.1K - $17.5K
|
337
$32.8K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
167+ 1.35% |
$14.1K - $17.5K
|
12.5K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
166+ 4.29% |
$14K - $17.4K
|
4.03K
$392K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
165+ 4.46% |
$13.9K - $17.3K
|
3.86K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
164+ 1.11% |
$13.9K - $17.2K
|
15K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
162+ 5.63% |
$13.7K - $17K
|
3.04K
$296K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
161+ 0.85% |
$13.6K - $16.9K
|
19.2K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
161+ 6.16% |
$13.6K - $16.9K
|
2.78K
$270K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
160+ 457.14% |
$13.5K - $16.8K
|
195
$19K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
160+ 26.67% |
$13.5K - $16.8K
|
760
$73.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
159+ 0.59% |
$13.4K - $16.7K
|
27K
$2.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
157+ 0.16% |
$13.3K - $16.5K
|
98.6K
$9.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
156+ 0.25% |
$13.2K - $16.4K
|
62.2K
$6.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
156+ 0.38% |
$13.2K - $16.4K
|
41.7K
$4.06M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
155+ 1.35% |
$13.1K - $16.3K
|
11.7K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
154+ 0.46% |
$13K - $16.2K
|
33.4K
$3.25M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
154+ 0.93% |
$13K - $16.2K
|
16.7K
$1.62M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
154+ 0.19% |
$13K - $16.2K
|
81.7K
$7.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.86% |
$12.8K - $15.9K
|
17.7K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
151+ 11.1% |
$12.8K - $15.9K
|
1.51K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
151+ 0.11% |
$12.8K - $15.9K
|
138K
$13.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
150+ 1.05% |
$12.7K - $15.8K
|
14.5K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
150+ 3.0% |
$12.7K - $15.8K
|
5.15K
$501K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
149+ 0.98% |
$12.6K - $15.7K
|
15.4K
$1.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
144+ 0.28% |
$12.2K - $15.1K
|
52K
$5.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
144+ 2.03% |
$12.2K - $15.1K
|
7.22K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
144+ 0.99% |
$12.2K - $15.1K
|
14.7K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
143+ 9.45% |
$12.1K - $15K
|
1.66K
$161K
|