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 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-738- 11.37% |
$62.4K - $77.5K
|
5.75K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-742- 3.84% |
$62.7K - $77.9K
|
18.6K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-743- 0.83% |
$62.8K - $78.1K
|
89.2K
$8.68M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-745- 3.09% |
$63K - $78.3K
|
23.3K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-746- 0.24% |
$63K - $78.4K
|
306K
$29.7M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-748- 11.68% |
$63.2K - $78.6K
|
5.66K
$550K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-753- 6.89% |
$63.6K - $79.1K
|
10.2K
$991K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-753- 1.35% |
$63.6K - $79.1K
|
55.1K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-753- 1.12% |
$63.6K - $79.1K
|
66.4K
$6.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-759- 18.14% |
$64.1K - $79.7K
|
3.43K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-760- 3.61% |
$64.2K - $79.8K
|
20.3K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-765- 4.04% |
$64.6K - $80.4K
|
18.2K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-767- 11.16% |
$64.8K - $80.6K
|
6.11K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-772- 1.48% |
$65.2K - $81.1K
|
51.4K
$5M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-772- 23.67% |
$65.2K - $81.1K
|
2.49K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-772- 0.84% |
$65.2K - $81.1K
|
91.2K
$8.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-773- 20.46% |
$65.3K - $81.2K
|
3.01K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-774- 2.44% |
$65.4K - $81.3K
|
31K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-777- 14.17% |
$65.7K - $81.6K
|
4.71K
$458K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-779- 2.83% |
$65.8K - $81.8K
|
26.7K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-783- 2.62% |
$66.2K - $82.3K
|
29.1K
$2.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-784- 5.59% |
$66.2K - $82.4K
|
13.2K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-788- 2.16% |
$66.6K - $82.8K
|
35.7K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-800- 5.84% |
$67.6K - $84K
|
12.9K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-800- 6.59% |
$67.6K - $84K
|
11.3K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-801- 1.67% |
$67.7K - $84.1K
|
47.2K
$4.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-802- 7.32% |
$67.8K - $84.3K
|
10.1K
$987K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-803- 6.51% |
$67.9K - $84.4K
|
11.5K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-807- 22.06% |
$68.2K - $84.8K
|
2.85K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-811- 7.13% |
$68.5K - $85.2K
|
10.6K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-813- 5.28% |
$68.7K - $85.4K
|
14.6K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-813- 0.34% |
$68.7K - $85.4K
|
239K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-816- 1.25% |
$69K - $85.7K
|
64.5K
$6.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-820- 8.62% |
$69.3K - $86.1K
|
8.7K
$846K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-820- 3.11% |
$69.3K - $86.1K
|
25.5K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-821- 24.63% |
$69.4K - $86.2K
|
2.51K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-822- 10.71% |
$69.5K - $86.4K
|
6.86K
$667K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-822- 3.26% |
$69.5K - $86.4K
|
24.4K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-822- 4.88% |
$69.5K - $86.4K
|
16K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-825- 4.13% |
$69.7K - $86.7K
|
19.1K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-827- 14.3% |
$69.9K - $86.9K
|
4.96K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-827- 3.63% |
$69.9K - $86.9K
|
22K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-831- 0.6% |
$70.2K - $87.3K
|
139K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-833- 2.53% |
$70.4K - $87.5K
|
32.1K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-834- 0.78% |
$70.5K - $87.6K
|
106K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-834- 27.04% |
$70.5K - $87.6K
|
2.25K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-837- 3.75% |
$70.7K - $87.9K
|
21.5K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-838- 9.03% |
$70.8K - $88K
|
8.44K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-848- 14.44% |
$71.7K - $89.1K
|
5.03K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-849- 1.6% |
$71.7K - $89.2K
|
52.1K
$5.06M
|