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 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-53- 0.13% |
$4.48K - $5.57K
|
41.5K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-54- 0.66% |
$4.56K - $5.67K
|
8.07K
$785K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-58- 0.11% |
$4.9K - $6.09K
|
53.1K
$5.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-58- 1.45% |
$4.9K - $6.09K
|
3.94K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-59- 0.34% |
$4.99K - $6.2K
|
17.3K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-59- 0.02% |
$4.99K - $6.2K
|
258K
$25.1M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-60- 4.15% |
$5.07K - $6.3K
|
1.39K
$135K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-61- 0.77% |
$5.15K - $6.41K
|
7.87K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-61- 0.12% |
$5.15K - $6.41K
|
51.5K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-62- 3.02% |
$5.24K - $6.51K
|
1.99K
$193K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-63- 0.05% |
$5.32K - $6.62K
|
122K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-63- 1.12% |
$5.32K - $6.62K
|
5.58K
$543K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-65- 0.29% |
$5.49K - $6.83K
|
22.3K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-65- 0.63% |
$5.49K - $6.83K
|
10.2K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-65- 0.77% |
$5.49K - $6.83K
|
8.34K
$811K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-65- 0.26% |
$5.49K - $6.83K
|
24.5K
$2.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-66- 0.99% |
$5.58K - $6.93K
|
6.58K
$640K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-67- 0.86% |
$5.66K - $7.04K
|
7.75K
$754K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-67- 2.4% |
$5.66K - $7.04K
|
2.73K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-67- 1.13% |
$5.66K - $7.04K
|
5.87K
$571K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-68- 0.24% |
$5.75K - $7.14K
|
28K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-69- 0.14% |
$5.83K - $7.25K
|
49.2K
$4.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-69- 2.22% |
$5.83K - $7.25K
|
3.04K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-69- 0.37% |
$5.83K - $7.25K
|
18.7K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-70- 0.83% |
$5.92K - $7.35K
|
8.32K
$809K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-70- 2.93% |
$5.92K - $7.35K
|
2.32K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-70- 1.12% |
$5.92K - $7.35K
|
6.2K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-70- 2.98% |
$5.92K - $7.35K
|
2.28K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-71- 0.54% |
$6K - $7.46K
|
13.1K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-72- 0.56% |
$6.08K - $7.56K
|
12.8K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-72- 0.77% |
$6.08K - $7.56K
|
9.33K
$907K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-74- 0.36% |
$6.25K - $7.77K
|
20.4K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-74- 0.93% |
$6.25K - $7.77K
|
7.89K
$768K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-74- 10.48% |
$6.25K - $7.77K
|
632
$61.5K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-74- 1.28% |
$6.25K - $7.77K
|
5.7K
$554K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-75- 2.9% |
$6.34K - $7.88K
|
2.51K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-75- 0.26% |
$6.34K - $7.88K
|
29.2K
$2.84M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-75- 0.33% |
$6.34K - $7.88K
|
22.9K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-75- 1.0% |
$6.34K - $7.88K
|
7.43K
$723K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-75- 1.89% |
$6.34K - $7.88K
|
3.89K
$378K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-75- 0.95% |
$6.34K - $7.88K
|
7.79K
$757K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-75- 0.62% |
$6.34K - $7.88K
|
12K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-76- 7.97% |
$6.42K - $7.98K
|
878
$85.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-76- 0.4% |
$6.42K - $7.98K
|
19.1K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-77- 0.62% |
$6.51K - $8.09K
|
12.4K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-77- 1.32% |
$6.51K - $8.09K
|
5.74K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-78- 0.38% |
$6.59K - $8.19K
|
20.3K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-78- 0.43% |
$6.59K - $8.19K
|
18K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-79- 0.12% |
$6.68K - $8.3K
|
65.9K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-79- 10.53% |
$6.68K - $8.3K
|
671
$65.3K
|