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 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
33+ 0.47% |
$2.79K - $3.47K
|
7.07K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
33+ 0.53% |
$2.79K - $3.47K
|
6.21K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
33+ 0.04% |
$2.79K - $3.47K
|
79K
$7.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
31+ 0.22% |
$2.62K - $3.26K
|
14K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
31+ 0.22% |
$2.62K - $3.26K
|
14.1K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
31+ 0.53% |
$2.62K - $3.26K
|
5.86K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
31+ 1.32% |
$2.62K - $3.26K
|
2.39K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30+ 0.11% |
$2.54K - $3.15K
|
28.1K
$2.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
30+ 0.33% |
$2.54K - $3.15K
|
9.17K
$892K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30+ 47.62% |
$2.54K - $3.15K
|
93
$9.05K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
30+ 0.05% |
$2.54K - $3.15K
|
65.5K
$6.38M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
30+ 0.35% |
$2.54K - $3.15K
|
8.49K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 0.23% |
$2.54K - $3.15K
|
13K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
29+ 0.63% |
$2.45K - $3.05K
|
4.6K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
29+ 0.6% |
$2.45K - $3.05K
|
4.84K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
29+ 0.1% |
$2.45K - $3.05K
|
30.3K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
29+ 0.9% |
$2.45K - $3.05K
|
3.26K
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
28+ 0.23% |
$2.37K - $2.94K
|
12.4K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
28+ 0.95% |
$2.37K - $2.94K
|
2.99K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
28+ 1.16% |
$2.37K - $2.94K
|
2.44K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
27+ 0.53% |
$2.28K - $2.84K
|
5.13K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
27+ 0.06% |
$2.28K - $2.84K
|
42.3K
$4.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
26+ 0.03% |
$2.2K - $2.73K
|
88K
$8.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
26+ 0.22% |
$2.2K - $2.73K
|
11.6K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26+ 0.28% |
$2.2K - $2.73K
|
9.17K
$892K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
26+ 0.47% |
$2.2K - $2.73K
|
5.59K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
26+ 0.27% |
$2.2K - $2.73K
|
9.83K
$956K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
25+ 0.01% |
$2.11K - $2.63K
|
312K
$30.4M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
25+ 0.28% |
$2.11K - $2.63K
|
8.99K
$875K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
25+ 0.51% |
$2.11K - $2.63K
|
4.95K
$482K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
25+ 0.2% |
$2.11K - $2.63K
|
12.6K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 0.16% |
$2.11K - $2.63K
|
15.8K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
25+ 0.88% |
$2.11K - $2.63K
|
2.87K
$279K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
25New |
$2.11K - $2.63K
|
25
$2.43K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
24+ 0.09% |
$2.03K - $2.52K
|
27.5K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
24+ 0.18% |
$2.03K - $2.52K
|
13.3K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
24+ 0.16% |
$2.03K - $2.52K
|
15K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
24+ 0.84% |
$2.03K - $2.52K
|
2.89K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
24+ 0.5% |
$2.03K - $2.52K
|
4.79K
$466K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
24+ 0.37% |
$2.03K - $2.52K
|
6.48K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
23+ 0.28% |
$1.94K - $2.42K
|
8.35K
$812K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
22+ 0.23% |
$1.86K - $2.31K
|
9.49K
$923K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
22+ 0.22% |
$1.86K - $2.31K
|
10.2K
$994K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
22+ 0.39% |
$1.86K - $2.31K
|
5.61K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
21+ 0.63% |
$1.77K - $2.21K
|
3.33K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.09% |
$1.77K - $2.21K
|
24.2K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
21+ 0.79% |
$1.77K - $2.21K
|
2.69K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
20+ 0.39% |
$1.69K - $2.1K
|
5.14K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
20+ 0.18% |
$1.69K - $2.1K
|
11.3K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
19+ 0.11% |
$1.61K - $2K
|
17K
$1.66M
|