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 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-807- 22.06% |
$68.2K - $84.8K
|
2.85K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-811- 7.13% |
$68.5K - $85.2K
|
10.6K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-813- 5.28% |
$68.7K - $85.4K
|
14.6K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-813- 0.34% |
$68.7K - $85.4K
|
239K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-816- 1.25% |
$69K - $85.7K
|
64.5K
$6.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-820- 8.62% |
$69.3K - $86.1K
|
8.7K
$901K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-820- 3.11% |
$69.3K - $86.1K
|
25.5K
$2.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-821- 24.63% |
$69.4K - $86.2K
|
2.51K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-822- 10.71% |
$69.5K - $86.4K
|
6.86K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-822- 3.26% |
$69.5K - $86.4K
|
24.4K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-822- 4.88% |
$69.5K - $86.4K
|
16K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-825- 4.13% |
$69.7K - $86.7K
|
19.1K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-827- 14.3% |
$69.9K - $86.9K
|
4.96K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-827- 3.63% |
$69.9K - $86.9K
|
22K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-831- 0.6% |
$70.2K - $87.3K
|
139K
$14.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-833- 2.53% |
$70.4K - $87.5K
|
32.1K
$3.32M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-834- 0.78% |
$70.5K - $87.6K
|
106K
$11M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-834- 27.04% |
$70.5K - $87.6K
|
2.25K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-837- 3.75% |
$70.7K - $87.9K
|
21.5K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-838- 9.03% |
$70.8K - $88K
|
8.44K
$875K
|
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-848- 14.44% |
$71.7K - $89.1K
|
5.03K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-849- 1.6% |
$71.7K - $89.2K
|
52.1K
$5.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-850- 18.24% |
$71.8K - $89.3K
|
3.81K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-856- 2.73% |
$72.3K - $89.9K
|
30.5K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-860- 4.36% |
$72.7K - $90.3K
|
18.9K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-867- 9.29% |
$73.3K - $91.1K
|
8.46K
$877K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-870- 2.45% |
$73.5K - $91.4K
|
34.6K
$3.58M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-871- 0.54% |
$73.6K - $91.5K
|
160K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-873- 8.99% |
$73.8K - $91.7K
|
8.84K
$916K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-874- 23.86% |
$73.9K - $91.8K
|
2.79K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-878- 10.45% |
$74.2K - $92.2K
|
7.52K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-878- 4.79% |
$74.2K - $92.2K
|
17.5K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-880- 14.42% |
$74.4K - $92.4K
|
5.22K
$541K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-887- 7.5% |
$75K - $93.2K
|
10.9K
$1.13M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-895- 2.16% |
$75.6K - $94K
|
40.6K
$4.21M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-903- 1.3% |
$76.3K - $94.9K
|
68.7K
$7.11M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-915- 0.45% |
$77.3K - $96.1K
|
202K
$21M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-918- 40.78% |
$77.6K - $96.4K
|
1.33K
$138K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-923- 3.62% |
$78K - $97K
|
24.5K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-928- 15.53% |
$78.4K - $97.5K
|
5.05K
$523K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-930- 1.69% |
$78.6K - $97.7K
|
53.9K
$5.59M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-933- 21.46% |
$78.8K - $98K
|
3.42K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-937- 1.74% |
$79.2K - $98.4K
|
52.8K
$5.47M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-955- 2.81% |
$80.7K - $100K
|
33K
$3.42M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-955- 0.78% |
$80.7K - $100K
|
121K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-956- 4.94% |
$80.8K - $100K
|
18.4K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-963- 2.89% |
$81.4K - $101K
|
32.4K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-967- 1.32% |
$81.7K - $102K
|
72K
$7.47M
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-975- 1.6% |
$82.4K - $102K
|
60.1K
$6.22M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-980- 10.74% |
$82.8K - $103K
|
8.15K
$844K
|