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 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
140+ 2.28% |
$11.8K - $14.7K
|
6.28K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
140+ 0.72% |
$11.8K - $14.7K
|
19.5K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
139+ 1.15% |
$11.7K - $14.6K
|
12.2K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
139+ 5.34% |
$11.7K - $14.6K
|
2.74K
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
135+ 0.72% |
$11.4K - $14.2K
|
18.8K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
135+ 2.43% |
$11.4K - $14.2K
|
5.69K
$553K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
134+ 0.13% |
$11.3K - $14.1K
|
105K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
133+ 5.4% |
$11.2K - $14K
|
2.6K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
131+ 1.42% |
$11.1K - $13.8K
|
9.34K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
131+ 0.65% |
$11.1K - $13.8K
|
20.1K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
130+ 1.91% |
$11K - $13.7K
|
6.94K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
130+ 3.69% |
$11K - $13.7K
|
3.66K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
130+ 0.08% |
$11K - $13.7K
|
164K
$16M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
128+ 2.14% |
$10.8K - $13.4K
|
6.1K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
128+ 2.28% |
$10.8K - $13.4K
|
5.74K
$559K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
126+ 3.0% |
$10.6K - $13.2K
|
4.33K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
125+ 2.0% |
$10.6K - $13.1K
|
6.39K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
125+ 1.97% |
$10.6K - $13.1K
|
6.49K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
125+ 4.57% |
$10.6K - $13.1K
|
2.86K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
124+ 0.31% |
$10.5K - $13K
|
40.4K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
123+ 2.01% |
$10.4K - $12.9K
|
6.23K
$606K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
123+ 0.68% |
$10.4K - $12.9K
|
18.2K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
122+ 3.64% |
$10.3K - $12.8K
|
3.48K
$338K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
122+ 1.56% |
$10.3K - $12.8K
|
7.92K
$771K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
121+ 0.79% |
$10.2K - $12.7K
|
15.5K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
121+ 366.67% |
$10.2K - $12.7K
|
154
$15K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
120+ 0.74% |
$10.1K - $12.6K
|
16.3K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
119+ 0.27% |
$10.1K - $12.5K
|
43.9K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
119+ 4.13% |
$10.1K - $12.5K
|
3K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
117+ 2.67% |
$9.89K - $12.3K
|
4.49K
$437K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
117+ 1.02% |
$9.89K - $12.3K
|
11.6K
$1.13M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
117+ 1.84% |
$9.89K - $12.3K
|
6.47K
$630K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
116+ 2.65% |
$9.8K - $12.2K
|
4.49K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
116+ 2.87% |
$9.8K - $12.2K
|
4.16K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
116+ 2.0% |
$9.8K - $12.2K
|
5.92K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
116+ 2.07% |
$9.8K - $12.2K
|
5.73K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
116+ 0.76% |
$9.8K - $12.2K
|
15.4K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
115+ 0.45% |
$9.72K - $12.1K
|
25.9K
$2.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
115+ 1.11% |
$9.72K - $12.1K
|
10.5K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
115+ 0.55% |
$9.72K - $12.1K
|
21K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
115+ 1.45% |
$9.72K - $12.1K
|
8.06K
$784K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
114+ 18.42% |
$9.63K - $12K
|
733
$71.3K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
114+ 3.28% |
$9.63K - $12K
|
3.59K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
113+ 2.87% |
$9.55K - $11.9K
|
4.06K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
113+ 0.7% |
$9.55K - $11.9K
|
16.2K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
113+ 2.19% |
$9.55K - $11.9K
|
5.28K
$514K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
112+ 4.0% |
$9.46K - $11.8K
|
2.91K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
111New |
$9.38K - $11.7K
|
111
$10.8K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
110+ 1.35% |
$9.3K - $11.6K
|
8.28K
$805K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
110+ 2.15% |
$9.3K - $11.6K
|
5.22K
$507K
|