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 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
109+ 0.41% |
$9.21K - $11.5K
|
26.9K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
109+ 2.11% |
$9.21K - $11.5K
|
5.26K
$512K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
108+ 2.32% |
$9.13K - $11.3K
|
4.76K
$463K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
108+ 3.54% |
$9.13K - $11.3K
|
3.16K
$308K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
108+ 1.83% |
$9.13K - $11.3K
|
6.02K
$585K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
107+ 3.2% |
$9.04K - $11.2K
|
3.46K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
107+ 0.2% |
$9.04K - $11.2K
|
54.8K
$5.33M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
106+ 1.83% |
$8.96K - $11.1K
|
5.89K
$572K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
106+ 1.38% |
$8.96K - $11.1K
|
7.8K
$759K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
105+ 3.73% |
$8.87K - $11K
|
2.92K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
105+ 1.37% |
$8.87K - $11K
|
7.79K
$758K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
104+ 4.11% |
$8.79K - $10.9K
|
2.64K
$256K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
103+ 2.27% |
$8.7K - $10.8K
|
4.65K
$452K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
102+ 0.39% |
$8.62K - $10.7K
|
26.3K
$2.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
102+ 0.57% |
$8.62K - $10.7K
|
17.9K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
102+ 0.4% |
$8.62K - $10.7K
|
25.9K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
102+ 1.25% |
$8.62K - $10.7K
|
8.27K
$804K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
100+ 0.86% |
$8.45K - $10.5K
|
11.8K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$8.45K - $10.5K
|
100
$9.73K
|
|
|
May 06, 2025
Q1 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
100+ 3.25% |
$8.45K - $10.5K
|
3.18K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
99+ 2.71% |
$8.37K - $10.4K
|
3.75K
$365K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
99+ 0.98% |
$8.37K - $10.4K
|
10.2K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
99+ 0.27% |
$8.37K - $10.4K
|
36.7K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
98+ 1.42% |
$8.28K - $10.3K
|
7.02K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
98+ 2.3% |
$8.28K - $10.3K
|
4.35K
$423K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
96+ 0.73% |
$8.11K - $10.1K
|
13.3K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
96+ 0.2% |
$8.11K - $10.1K
|
48.2K
$4.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
95+ 2.36% |
$8.03K - $9.98K
|
4.11K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
95+ 0.73% |
$8.03K - $9.98K
|
13.1K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
95+ 0.24% |
$8.03K - $9.98K
|
39.2K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
95+ 1.35% |
$8.03K - $9.98K
|
7.15K
$696K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
93+ 0.94% |
$7.86K - $9.77K
|
9.94K
$967K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
92+ 3.91% |
$7.77K - $9.66K
|
2.45K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
90+ 0.2% |
$7.61K - $9.45K
|
44K
$4.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
89+ 2.9% |
$7.52K - $9.35K
|
3.16K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
89+ 0.42% |
$7.52K - $9.35K
|
21.4K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
89+ 6.75% |
$7.52K - $9.35K
|
1.41K
$137K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
88+ 0.69% |
$7.44K - $9.24K
|
12.8K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
88+ 2.79% |
$7.44K - $9.24K
|
3.24K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
88+ 3.38% |
$7.44K - $9.24K
|
2.69K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
87+ 0.51% |
$7.35K - $9.14K
|
17.3K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
87+ 3.62% |
$7.35K - $9.14K
|
2.49K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
87+ 1.23% |
$7.35K - $9.14K
|
7.14K
$695K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
85+ 2.45% |
$7.18K - $8.93K
|
3.55K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
85+ 3.73% |
$7.18K - $8.93K
|
2.37K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
85+ 0.19% |
$7.18K - $8.93K
|
44.8K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
84+ 2.8% |
$7.1K - $8.82K
|
3.08K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
84+ 41.58% |
$7.1K - $8.82K
|
286
$27.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
82+ 3.18% |
$6.93K - $8.61K
|
2.66K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
82+ 0.42% |
$6.93K - $8.61K
|
19.8K
$1.93M
|