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 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-183- 0.98% |
$15.5K - $19.2K
|
18.5K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-186- 1.22% |
$15.7K - $19.5K
|
15.1K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-187- 0.74% |
$15.8K - $19.6K
|
25.2K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-189- 1.99% |
$16K - $19.9K
|
9.31K
$965K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-192- 1.93% |
$16.2K - $20.2K
|
9.75K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-192- 1.61% |
$16.2K - $20.2K
|
11.8K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-194- 7.22% |
$16.4K - $20.4K
|
2.49K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-195- 7.77% |
$16.5K - $20.5K
|
2.32K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-196- 2.0% |
$16.6K - $20.6K
|
9.61K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-197- 2.91% |
$16.6K - $20.7K
|
6.57K
$681K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-199- 5.98% |
$16.8K - $20.9K
|
3.13K
$324K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-200- 4.31% |
$16.9K - $21K
|
4.44K
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-200- 1.83% |
$16.9K - $21K
|
10.7K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-200- 2.27% |
$16.9K - $21K
|
8.61K
$892K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 26.85% |
$16.9K - $21K
|
545
$56.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-200- 4.75% |
$16.9K - $21K
|
4.01K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.09% |
$16.9K - $21K
|
233K
$24.2M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-201- 6.3% |
$17K - $21.1K
|
2.99K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-201- 2.47% |
$17K - $21.1K
|
7.93K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-201- 4.26% |
$17K - $21.1K
|
4.52K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-202- 0.91% |
$17.1K - $21.2K
|
22K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-202- 1.45% |
$17.1K - $21.2K
|
13.7K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-203- 1.49% |
$17.2K - $21.3K
|
13.4K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-203- 7.84% |
$17.2K - $21.3K
|
2.39K
$247K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-204- 5.42% |
$17.2K - $21.4K
|
3.56K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-204- 4.56% |
$17.2K - $21.4K
|
4.27K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-205- 6.5% |
$17.3K - $21.5K
|
2.95K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-205- 0.59% |
$17.3K - $21.5K
|
34.6K
$3.58M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-207- 3.36% |
$17.5K - $21.7K
|
5.95K
$616K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-208- 3.61% |
$17.6K - $21.9K
|
5.56K
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-209- 0.2% |
$17.7K - $22K
|
105K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-209- 0.29% |
$17.7K - $22K
|
70.8K
$7.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-211- 1.05% |
$17.8K - $22.2K
|
19.9K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-212- 4.15% |
$17.9K - $22.3K
|
4.89K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-215- 4.18% |
$18.2K - $22.6K
|
4.92K
$510K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-215- 7.38% |
$18.2K - $22.6K
|
2.7K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-216- 11.32% |
$18.3K - $22.7K
|
1.69K
$175K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-223- 8.57% |
$18.8K - $23.4K
|
2.38K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-224- 2.28% |
$18.9K - $23.5K
|
9.59K
$994K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-224- 0.31% |
$18.9K - $23.5K
|
72.5K
$7.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-225- 1.0% |
$19K - $23.6K
|
22.2K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-225- 2.39% |
$19K - $23.6K
|
9.19K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-225- 1.0% |
$19K - $23.6K
|
22.3K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-227- 1.12% |
$19.2K - $23.8K
|
20.1K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-230- 1.69% |
$19.4K - $24.2K
|
13.4K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-230- 17.28% |
$19.4K - $24.2K
|
1.1K
$114K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-232- 0.14% |
$19.6K - $24.4K
|
161K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-232- 2.74% |
$19.6K - $24.4K
|
8.22K
$852K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-233- 3.0% |
$19.7K - $24.5K
|
7.53K
$780K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-233- 4.98% |
$19.7K - $24.5K
|
4.45K
$461K
|