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 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-155- 1.3% |
$13.1K - $16.3K
|
11.8K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-157- 2.28% |
$13.3K - $16.5K
|
6.72K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-157- 1.11% |
$13.3K - $16.5K
|
13.9K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-158- 0.43% |
$13.4K - $16.6K
|
36.3K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-158- 3.57% |
$13.4K - $16.6K
|
4.26K
$415K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-158- 1.34% |
$13.4K - $16.6K
|
11.7K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-160- 1.57% |
$13.5K - $16.8K
|
10.1K
$978K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-160- 1.87% |
$13.5K - $16.8K
|
8.41K
$818K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-160- 1.47% |
$13.5K - $16.8K
|
10.7K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-160- 2.43% |
$13.5K - $16.8K
|
6.43K
$626K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-160- 11.56% |
$13.5K - $16.8K
|
1.22K
$119K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-162- 0.17% |
$13.7K - $17K
|
95K
$9.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-162- 5.98% |
$13.7K - $17K
|
2.55K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-164- 0.26% |
$13.9K - $17.2K
|
63.2K
$6.14M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-165- 2.73% |
$13.9K - $17.3K
|
5.89K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-166- 3.69% |
$14K - $17.4K
|
4.33K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-168- 2.3% |
$14.2K - $17.6K
|
7.12K
$693K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-171- 0.39% |
$14.4K - $18K
|
43.2K
$4.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-173- 5.86% |
$14.6K - $18.2K
|
2.78K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-174- 1.44% |
$14.7K - $18.3K
|
11.9K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-175- 1.45% |
$14.8K - $18.4K
|
11.9K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-176- 4.29% |
$14.9K - $18.5K
|
3.93K
$382K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-177- 2.42% |
$15K - $18.6K
|
7.13K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-177- 6.27% |
$15K - $18.6K
|
2.65K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-177- 17.23% |
$15K - $18.6K
|
850
$82.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-180- 5.63% |
$15.2K - $18.9K
|
3.02K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-181- 3.11% |
$15.3K - $19K
|
5.65K
$549K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-182- 1.34% |
$15.4K - $19.1K
|
13.4K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-182- 5.03% |
$15.4K - $19.1K
|
3.43K
$334K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-183- 4.42% |
$15.5K - $19.2K
|
3.96K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-183- 0.98% |
$15.5K - $19.2K
|
18.5K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-186- 1.22% |
$15.7K - $19.5K
|
15.1K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-187- 0.74% |
$15.8K - $19.6K
|
25.2K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-189- 1.99% |
$16K - $19.9K
|
9.31K
$906K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-192- 1.93% |
$16.2K - $20.2K
|
9.75K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-192- 1.61% |
$16.2K - $20.2K
|
11.8K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-194- 7.22% |
$16.4K - $20.4K
|
2.49K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-195- 7.77% |
$16.5K - $20.5K
|
2.32K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-196- 2.0% |
$16.6K - $20.6K
|
9.61K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-197- 2.91% |
$16.6K - $20.7K
|
6.57K
$639K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-199- 5.98% |
$16.8K - $20.9K
|
3.13K
$304K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-200- 4.31% |
$16.9K - $21K
|
4.44K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-200- 1.83% |
$16.9K - $21K
|
10.7K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-200- 2.27% |
$16.9K - $21K
|
8.61K
$837K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 26.85% |
$16.9K - $21K
|
545
$53K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-200- 4.75% |
$16.9K - $21K
|
4.01K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.09% |
$16.9K - $21K
|
233K
$22.7M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-201- 6.3% |
$17K - $21.1K
|
2.99K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-201- 2.47% |
$17K - $21.1K
|
7.93K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-201- 4.26% |
$17K - $21.1K
|
4.52K
$440K
|