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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
5.94K
$616K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.01% |
$84.5 - $105
|
19.5K
$2.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1- 0.02% |
$84.5 - $105
|
5.46K
$565K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1- 0.03% |
$84.5 - $105
|
3.02K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1- -0.0% |
$84.5 - $105
|
66.4K
$6.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-2- 0.05% |
$169 - $210
|
3.71K
$384K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.01% |
$169 - $210
|
14.9K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.12% |
$169 - $210
|
1.66K
$172K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 0.08% |
$169 - $210
|
2.56K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-3- 0.02% |
$254 - $315
|
12.9K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3- 0.03% |
$254 - $315
|
11K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 0.9% |
$254 - $315
|
331
$34.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-4- 0.06% |
$338 - $420
|
7.18K
$743K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-5- 0.15% |
$423 - $525
|
3.26K
$338K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-5- 0.06% |
$423 - $525
|
8.36K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.12% |
$423 - $525
|
4.24K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-5- 0.06% |
$423 - $525
|
8.89K
$921K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6- 0.22% |
$507 - $630
|
2.72K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6- 0.15% |
$507 - $630
|
3.9K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-6- 0.07% |
$507 - $630
|
8.5K
$881K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-7- 0.01% |
$592 - $735
|
79.6K
$8.25M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-7- 0.06% |
$592 - $735
|
11.4K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7- 0.08% |
$592 - $735
|
8.79K
$910K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8- 0.05% |
$676 - $840
|
17.3K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-8- 1.28% |
$676 - $840
|
619
$64.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.07% |
$676 - $840
|
11.4K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-8- 0.25% |
$676 - $840
|
3.19K
$330K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-8- 0.05% |
$676 - $840
|
16.8K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-9- 1.07% |
$761 - $945
|
834
$86.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-9- 0.33% |
$761 - $945
|
2.75K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-10- 0.42% |
$845 - $1.05K
|
2.34K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-10- 0.04% |
$845 - $1.05K
|
27.6K
$2.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-10- 0.09% |
$845 - $1.05K
|
11.6K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-10- 9.09% |
$845 - $1.05K
|
100
$10.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-12- 0.49% |
$1.01K - $1.26K
|
2.41K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-12- 0.1% |
$1.01K - $1.26K
|
11.9K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-12- 0.1% |
$1.01K - $1.26K
|
12.5K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-13- 0.1% |
$1.1K - $1.37K
|
13.6K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 0.45% |
$1.1K - $1.37K
|
2.9K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-14- 0.25% |
$1.18K - $1.47K
|
5.57K
$578K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-14- 0.56% |
$1.18K - $1.47K
|
2.5K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 0.18% |
$1.27K - $1.58K
|
8.46K
$877K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-15- 0.49% |
$1.27K - $1.58K
|
3.07K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-15- 0.43% |
$1.27K - $1.58K
|
3.46K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-16- 0.98% |
$1.35K - $1.68K
|
1.63K
$168K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-16- -0.0% |
$1.35K - $1.68K
|
519K
$53.7M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-17- 0.24% |
$1.44K - $1.79K
|
7.2K
$746K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-17- 0.73% |
$1.44K - $1.79K
|
2.32K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-18- 0.47% |
$1.52K - $1.89K
|
3.81K
$394K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-18- 0.26% |
$1.52K - $1.89K
|
6.99K
$724K
|