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 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-449- 5.69% |
$37.9K - $47.2K
|
7.44K
$771K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-449- 1.89% |
$37.9K - $47.2K
|
23.4K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-452- 8.42% |
$38.2K - $47.5K
|
4.92K
$509K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-453- 11.55% |
$38.3K - $47.6K
|
3.47K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-455- 0.33% |
$38.4K - $47.8K
|
138K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-464- 1.78% |
$39.2K - $48.7K
|
25.6K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-467- 29.58% |
$39.5K - $49.1K
|
1.11K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-467- 0.73% |
$39.5K - $49.1K
|
63.3K
$6.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-470- 5.2% |
$39.7K - $49.4K
|
8.57K
$888K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-473- 5.08% |
$40K - $49.7K
|
8.85K
$917K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-474- 14.91% |
$40.1K - $49.8K
|
2.71K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-476- 5.94% |
$40.2K - $50K
|
7.54K
$782K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-476- 8.52% |
$40.2K - $50K
|
5.11K
$530K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-478- 0.47% |
$40.4K - $50.2K
|
101K
$10.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-482- 2.44% |
$40.7K - $50.6K
|
19.3K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-483- 7.19% |
$40.8K - $50.7K
|
6.23K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-483- 1.94% |
$40.8K - $50.7K
|
24.4K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-484- 3.19% |
$40.9K - $50.8K
|
14.7K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-488- 4.32% |
$41.2K - $51.3K
|
10.8K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-491- 1.1% |
$41.5K - $51.6K
|
44K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-491- 11.63% |
$41.5K - $51.6K
|
3.73K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-493- 1.99% |
$41.7K - $51.8K
|
24.2K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-496- 0.7% |
$41.9K - $52.1K
|
69.9K
$7.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-496- 10.9% |
$41.9K - $52.1K
|
4.05K
$420K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-498- 2.25% |
$42.1K - $52.3K
|
21.6K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-498- 4.43% |
$42.1K - $52.3K
|
10.7K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-498- 1.9% |
$42.1K - $52.3K
|
25.7K
$2.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-500- 1.66% |
$42.3K - $52.5K
|
29.5K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-500- 2.25% |
$42.3K - $52.5K
|
21.7K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-500- 0.98% |
$42.3K - $52.5K
|
50.3K
$5.21M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-503- 7.73% |
$42.5K - $52.8K
|
6.01K
$622K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-507- 0.73% |
$42.8K - $53.3K
|
69K
$7.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-508- 2.15% |
$42.9K - $53.4K
|
23.1K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-515- 2.28% |
$43.5K - $54.1K
|
22.1K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-515- 2.03% |
$43.5K - $54.1K
|
24.9K
$2.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-516- 1.08% |
$43.6K - $54.2K
|
47.2K
$4.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-516- 23.78% |
$43.6K - $54.2K
|
1.65K
$171K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-516- 2.02% |
$43.6K - $54.2K
|
25K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-516- 0.76% |
$43.6K - $54.2K
|
67K
$6.94M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-521- 7.19% |
$44K - $54.7K
|
6.73K
$697K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-522- 4.64% |
$44.1K - $54.8K
|
10.7K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-524- 0.31% |
$44.3K - $55K
|
169K
$17.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-525- 1.22% |
$44.4K - $55.2K
|
42.4K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-525- 3.53% |
$44.4K - $55.2K
|
14.4K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-526- 17.81% |
$44.4K - $55.3K
|
2.43K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-529- 1.26% |
$44.7K - $55.6K
|
41.6K
$4.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-538- 4.43% |
$45.5K - $56.5K
|
11.6K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-541- 2.83% |
$45.7K - $56.8K
|
18.6K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-542- 0.39% |
$45.8K - $56.9K
|
139K
$14.4M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-543- 10.42% |
$45.9K - $57K
|
4.67K
$483K
|