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 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-202- 0.91% |
$17.1K - $21.2K
|
22K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-202- 1.45% |
$17.1K - $21.2K
|
13.7K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-203- 1.49% |
$17.2K - $21.3K
|
13.4K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-203- 7.84% |
$17.2K - $21.3K
|
2.39K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-204- 5.42% |
$17.2K - $21.4K
|
3.56K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-204- 4.56% |
$17.2K - $21.4K
|
4.27K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-205- 6.5% |
$17.3K - $21.5K
|
2.95K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-205- 0.59% |
$17.3K - $21.5K
|
34.6K
$3.36M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-207- 3.36% |
$17.5K - $21.7K
|
5.95K
$579K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-208- 3.61% |
$17.6K - $21.9K
|
5.56K
$541K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-209- 0.2% |
$17.7K - $22K
|
105K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-209- 0.29% |
$17.7K - $22K
|
70.8K
$6.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-211- 1.05% |
$17.8K - $22.2K
|
19.9K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-212- 4.15% |
$17.9K - $22.3K
|
4.89K
$476K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-215- 4.18% |
$18.2K - $22.6K
|
4.92K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-215- 7.38% |
$18.2K - $22.6K
|
2.7K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-216- 11.32% |
$18.3K - $22.7K
|
1.69K
$165K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-223- 8.57% |
$18.8K - $23.4K
|
2.38K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-224- 2.28% |
$18.9K - $23.5K
|
9.59K
$933K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-224- 0.31% |
$18.9K - $23.5K
|
72.5K
$7.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-225- 1.0% |
$19K - $23.6K
|
22.2K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-225- 2.39% |
$19K - $23.6K
|
9.19K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-225- 1.0% |
$19K - $23.6K
|
22.3K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-227- 1.12% |
$19.2K - $23.8K
|
20.1K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-230- 1.69% |
$19.4K - $24.2K
|
13.4K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-230- 17.28% |
$19.4K - $24.2K
|
1.1K
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-232- 0.14% |
$19.6K - $24.4K
|
161K
$15.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-232- 2.74% |
$19.6K - $24.4K
|
8.22K
$800K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-233- 3.0% |
$19.7K - $24.5K
|
7.53K
$732K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-233- 4.98% |
$19.7K - $24.5K
|
4.45K
$433K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-234- 2.36% |
$19.8K - $24.6K
|
9.66K
$940K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-238- 4.88% |
$20.1K - $25K
|
4.64K
$451K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-240- 8.15% |
$20.3K - $25.2K
|
2.7K
$263K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-240- 3.94% |
$20.3K - $25.2K
|
5.86K
$570K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-240- 3.55% |
$20.3K - $25.2K
|
6.51K
$634K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-241- 1.59% |
$20.4K - $25.3K
|
14.9K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-241- 3.52% |
$20.4K - $25.3K
|
6.6K
$642K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-242- 3.18% |
$20.4K - $25.4K
|
7.36K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-242- 0.46% |
$20.4K - $25.4K
|
52.7K
$5.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-243- 4.94% |
$20.5K - $25.5K
|
4.68K
$455K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-243- 3.32% |
$20.5K - $25.5K
|
7.08K
$689K
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-245- 0.29% |
$20.7K - $25.7K
|
83.8K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-245- 4.98% |
$20.7K - $25.7K
|
4.67K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-248- 2.51% |
$21K - $26.1K
|
9.64K
$937K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-249- 14.94% |
$21K - $26.2K
|
1.42K
$138K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-250- 1.65% |
$21.1K - $26.3K
|
14.9K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-251- 1.02% |
$21.2K - $26.4K
|
24.4K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-251- 5.63% |
$21.2K - $26.4K
|
4.21K
$409K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-252- 2.64% |
$21.3K - $26.5K
|
9.28K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-256- 14.83% |
$21.6K - $26.9K
|
1.47K
$143K
|