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 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-850- 18.24% |
$71.8K - $89.3K
|
3.81K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-856- 2.73% |
$72.3K - $89.9K
|
30.5K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-860- 4.36% |
$72.7K - $90.3K
|
18.9K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-867- 9.29% |
$73.3K - $91.1K
|
8.46K
$823K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-870- 2.45% |
$73.5K - $91.4K
|
34.6K
$3.36M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-871- 0.54% |
$73.6K - $91.5K
|
160K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-873- 8.99% |
$73.8K - $91.7K
|
8.84K
$860K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-874- 23.86% |
$73.9K - $91.8K
|
2.79K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-878- 10.45% |
$74.2K - $92.2K
|
7.52K
$732K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-878- 4.79% |
$74.2K - $92.2K
|
17.5K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-880- 14.42% |
$74.4K - $92.4K
|
5.22K
$508K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-887- 7.5% |
$75K - $93.2K
|
10.9K
$1.06M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-895- 2.16% |
$75.6K - $94K
|
40.6K
$3.95M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-903- 1.3% |
$76.3K - $94.9K
|
68.7K
$6.68M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-915- 0.45% |
$77.3K - $96.1K
|
202K
$19.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-918- 40.78% |
$77.6K - $96.4K
|
1.33K
$130K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-923- 3.62% |
$78K - $97K
|
24.5K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-928- 15.53% |
$78.4K - $97.5K
|
5.05K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-930- 1.69% |
$78.6K - $97.7K
|
53.9K
$5.25M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-933- 21.46% |
$78.8K - $98K
|
3.42K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-937- 1.74% |
$79.2K - $98.4K
|
52.8K
$5.14M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-955- 2.81% |
$80.7K - $100K
|
33K
$3.21M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-955- 0.78% |
$80.7K - $100K
|
121K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-956- 4.94% |
$80.8K - $100K
|
18.4K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-963- 2.89% |
$81.4K - $101K
|
32.4K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-967- 1.32% |
$81.7K - $102K
|
72K
$7.01M
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-975- 1.6% |
$82.4K - $102K
|
60.1K
$5.84M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-980- 10.74% |
$82.8K - $103K
|
8.15K
$793K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-980- 25.11% |
$82.8K - $103K
|
2.92K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-987- 2.24% |
$83.4K - $104K
|
43.1K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-987- 0.14% |
$83.4K - $104K
|
719K
$69.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-988- 10.67% |
$83.5K - $104K
|
8.27K
$805K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-994- 11.43% |
$84K - $104K
|
7.7K
$749K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-995- 13.82% |
$84.1K - $105K
|
6.2K
$603K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1K- 12.09% |
$84.5K - $105K
|
7.27K
$707K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-1K- 4.9% |
$84.6K - $105K
|
19.4K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1K- 6.35% |
$84.7K - $105K
|
14.8K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.01K- 3.36% |
$85.1K - $106K
|
29K
$2.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1.02K- 18.81% |
$85.8K - $107K
|
4.38K
$426K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.02K- 2.18% |
$86K - $107K
|
45.7K
$4.44M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.02K- 2.6% |
$86.3K - $107K
|
38.2K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.03K- 0.6% |
$86.8K - $108K
|
170K
$16.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.03K- 20.76% |
$87K - $108K
|
3.93K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.03K- 1.37% |
$87K - $108K
|
74.1K
$7.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.03K- 28.13% |
$87.4K - $109K
|
2.64K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 24.54% |
$87.9K - $109K
|
3.2K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-1.04K- 4.99% |
$88K - $109K
|
19.8K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 5.53% |
$88K - $109K
|
17.8K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 3.14% |
$88.6K - $110K
|
32.4K
$3.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.05K- 17.65% |
$88.7K - $110K
|
4.9K
$476K
|