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 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.15K- 5.44% |
$97.3K - $121K
|
20K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-1.15K- 25.27% |
$97.3K - $121K
|
3.41K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.15K- 1.9% |
$97.4K - $121K
|
59.4K
$6.16M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.15K- 2.58% |
$97.4K - $121K
|
43.5K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.15K- 17.48% |
$97.5K - $121K
|
5.45K
$565K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.15K- 2.24% |
$97.5K - $121K
|
50.3K
$5.22M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.15K- 1.43% |
$97.5K - $121K
|
79.3K
$8.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.16K- 3.18% |
$97.6K - $121K
|
35.2K
$3.64M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.16K- 1.81% |
$98.2K - $122K
|
63K
$6.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.16K- 6.77% |
$98.2K - $122K
|
16K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.17K- 1.82% |
$98.5K - $122K
|
62.8K
$6.51M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-1.17K- 16.38% |
$98.7K - $123K
|
5.96K
$618K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.18K- 7.68% |
$99.4K - $124K
|
14.1K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.18K- 1.77% |
$99.7K - $124K
|
65.6K
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.18K- 3.17% |
$99.7K - $124K
|
36.1K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.18K- 0.99% |
$100K - $124K
|
118K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-1.19K- 3.02% |
$101K - $125K
|
38.2K
$3.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-1.2K- 12.89% |
$101K - $126K
|
8.08K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.2K- 6.23% |
$101K - $126K
|
18.1K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.2K- 0.46% |
$102K - $126K
|
261K
$27M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.21K- 4.08% |
$102K - $127K
|
28.3K
$2.93M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-1.21K- 9.25% |
$102K - $127K
|
11.8K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.21K- 7.59% |
$102K - $127K
|
14.7K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.22K- 3.31% |
$103K - $128K
|
35.7K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-1.24K- 4.35% |
$104K - $130K
|
27.2K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.24K- 0.67% |
$105K - $130K
|
184K
$19.1M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.24K- 6.52% |
$105K - $131K
|
17.8K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.25K- 8.63% |
$105K - $131K
|
13.2K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.25K- 22.09% |
$105K - $131K
|
4.4K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.25K- 25.74% |
$106K - $131K
|
3.6K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 1.83% |
$106K - $131K
|
66.9K
$6.93M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.25K- 1.98% |
$106K - $131K
|
61.9K
$6.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.25K- 7.86% |
$106K - $132K
|
14.7K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.25K- 9.1% |
$106K - $132K
|
12.5K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-1.27K- 10.9% |
$107K - $133K
|
10.4K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.27K- 4.1% |
$107K - $134K
|
29.7K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.27K- 5.73% |
$107K - $134K
|
20.9K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 1.55% |
$108K - $135K
|
81.6K
$8.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.29K- 3.53% |
$109K - $135K
|
35.1K
$3.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.3K- 6.29% |
$110K - $137K
|
19.4K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.3K- 0.11% |
$110K - $137K
|
1.18M
$122M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.31K- 20.96% |
$111K - $138K
|
4.95K
$513K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-1.32K- 1.09% |
$111K - $138K
|
119K
$12.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.32K- 2.48% |
$112K - $139K
|
52K
$5.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.33K- 0.31% |
$112K - $140K
|
428K
$44.4M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.34K- 25.2% |
$113K - $140K
|
3.96K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.34K- 1.0% |
$113K - $140K
|
132K
$13.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.34K- 10.3% |
$113K - $141K
|
11.7K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.34K- 4.93% |
$113K - $141K
|
25.8K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.35K- 0.82% |
$114K - $142K
|
164K
$17M
|