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
|
Fiducient Advisors LLC
|
BUY
|
- |
19+ 0.54% |
$1.61K - $2K
|
3.56K
$346K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
18+ 0.07% |
$1.52K - $1.89K
|
26.5K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
18+ 0.02% |
$1.52K - $1.89K
|
90K
$8.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
18+ 0.15% |
$1.52K - $1.89K
|
11.7K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
18+ 0.68% |
$1.52K - $1.89K
|
2.67K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
17+ 0.21% |
$1.44K - $1.79K
|
7.98K
$776K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
16+ 0.49% |
$1.35K - $1.68K
|
3.28K
$319K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16+ 0.2% |
$1.35K - $1.68K
|
8.08K
$786K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
16+ 2.61% |
$1.35K - $1.68K
|
628
$61.1K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
16+ 0.29% |
$1.35K - $1.68K
|
5.53K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 0.27% |
$1.27K - $1.58K
|
5.66K
$550K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
15New |
$1.27K - $1.58K
|
15
$1.46K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
15+ 0.08% |
$1.27K - $1.58K
|
18.1K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.17% |
$1.18K - $1.47K
|
8.14K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
14+ 0.03% |
$1.18K - $1.47K
|
45.6K
$4.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
13+ 0.41% |
$1.1K - $1.37K
|
3.22K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.12% |
$1.01K - $1.26K
|
10.2K
$987K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.28% |
$1.01K - $1.26K
|
4.33K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12+ 0.06% |
$1.01K - $1.26K
|
20.5K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
12+ 0.45% |
$1.01K - $1.26K
|
2.66K
$258K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
12+ 0.16% |
$1.01K - $1.26K
|
7.51K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
12+ 0.16% |
$1.01K - $1.26K
|
7.75K
$754K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12+ 0.28% |
$1.01K - $1.26K
|
4.29K
$417K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11+ 0.04% |
$930 - $1.16K
|
27.9K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
11+ 0.35% |
$930 - $1.16K
|
3.14K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
11+ 0.05% |
$930 - $1.16K
|
23.3K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
11New |
$930 - $1.16K
|
11
$1.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 0.39% |
$930 - $1.16K
|
2.82K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.05% |
$930 - $1.16K
|
23K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
11+ 0.33% |
$930 - $1.16K
|
3.36K
$327K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
10+ 0.37% |
$845 - $1.05K
|
2.75K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
10+ 0.0% |
$845 - $1.05K
|
489K
$47.5M
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
10+ 0.26% |
$845 - $1.05K
|
3.79K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9+ 0.21% |
$761 - $945
|
4.2K
$409K
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
9+ 0.31% |
$761 - $945
|
2.89K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
9+ 0.24% |
$761 - $945
|
3.77K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
8+ 0.25% |
$676 - $840
|
3.19K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
8+ 6.06% |
$676 - $840
|
140
$13.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
8+ 0.08% |
$676 - $840
|
9.6K
$933K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.07% |
$592 - $735
|
10.2K
$992K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.09% |
$592 - $735
|
7.87K
$765K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
7+ 0.2% |
$592 - $735
|
3.5K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$592 - $735
|
3.03K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
7+ 0.01% |
$592 - $735
|
55K
$5.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
6+ 0.16% |
$507 - $630
|
3.87K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.63K
$742K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.27K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$507 - $630
|
2.61K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 0.24% |
$507 - $630
|
2.52K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.91K
$770K
|