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
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-658- 15.81% |
$55.6K - $69.1K
|
3.5K
$363K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-671- 17.78% |
$56.7K - $70.5K
|
3.1K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-673- 3.62% |
$56.9K - $70.7K
|
17.9K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-674- 4.18% |
$57K - $70.8K
|
15.4K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-679- 2.9% |
$57.4K - $71.3K
|
22.7K
$2.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-690- 12.75% |
$58.3K - $72.5K
|
4.72K
$489K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-693- 3.31% |
$58.6K - $72.8K
|
20.2K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-695- 0.31% |
$58.7K - $73K
|
221K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-695- 8.74% |
$58.7K - $73K
|
7.26K
$752K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-698- 2.54% |
$59K - $73.3K
|
26.7K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-698- 0.83% |
$59K - $73.3K
|
82.9K
$8.59M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-700- 15.46% |
$59.2K - $73.5K
|
3.83K
$397K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-702- 2.18% |
$59.3K - $73.7K
|
31.5K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-706- 1.4% |
$59.7K - $74.2K
|
49.6K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-709- 1.59% |
$59.9K - $74.5K
|
43.8K
$4.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-711- 2.94% |
$60.1K - $74.7K
|
23.5K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-712- 14.5% |
$60.2K - $74.8K
|
4.2K
$435K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-715- 43.97% |
$60.4K - $75.1K
|
911
$94.4K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-721- 8.33% |
$60.9K - $75.7K
|
7.94K
$822K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-723- 19.02% |
$61.1K - $76K
|
3.08K
$319K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-723- 3.68% |
$61.1K - $76K
|
18.9K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-737- 1.02% |
$62.3K - $77.4K
|
71.2K
$7.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-738- 11.37% |
$62.4K - $77.5K
|
5.75K
$596K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-742- 3.84% |
$62.7K - $77.9K
|
18.6K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-743- 0.83% |
$62.8K - $78.1K
|
89.2K
$9.25M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-745- 3.09% |
$63K - $78.3K
|
23.3K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-746- 0.24% |
$63K - $78.4K
|
306K
$31.7M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-748- 11.68% |
$63.2K - $78.6K
|
5.66K
$586K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-753- 6.89% |
$63.6K - $79.1K
|
10.2K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-753- 1.35% |
$63.6K - $79.1K
|
55.1K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-753- 1.12% |
$63.6K - $79.1K
|
66.4K
$6.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-759- 18.14% |
$64.1K - $79.7K
|
3.43K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-760- 3.61% |
$64.2K - $79.8K
|
20.3K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-765- 4.04% |
$64.6K - $80.4K
|
18.2K
$1.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-767- 11.16% |
$64.8K - $80.6K
|
6.11K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-772- 1.48% |
$65.2K - $81.1K
|
51.4K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-772- 23.67% |
$65.2K - $81.1K
|
2.49K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-772- 0.84% |
$65.2K - $81.1K
|
91.2K
$9.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-773- 20.46% |
$65.3K - $81.2K
|
3.01K
$311K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-774- 2.44% |
$65.4K - $81.3K
|
31K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-777- 14.17% |
$65.7K - $81.6K
|
4.71K
$488K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-779- 2.83% |
$65.8K - $81.8K
|
26.7K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-783- 2.62% |
$66.2K - $82.3K
|
29.1K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-784- 5.59% |
$66.2K - $82.4K
|
13.2K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-788- 2.16% |
$66.6K - $82.8K
|
35.7K
$3.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-800- 5.84% |
$67.6K - $84K
|
12.9K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-800- 6.59% |
$67.6K - $84K
|
11.3K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-801- 1.67% |
$67.7K - $84.1K
|
47.2K
$4.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-802- 7.32% |
$67.8K - $84.3K
|
10.1K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-803- 6.51% |
$67.9K - $84.4K
|
11.5K
$1.2M
|