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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.22K- 3.31% |
$103K - $128K
|
35.7K
$3.47M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-1.24K- 4.35% |
$104K - $130K
|
27.2K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.24K- 0.67% |
$105K - $130K
|
184K
$17.9M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.24K- 6.52% |
$105K - $131K
|
17.8K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.25K- 8.63% |
$105K - $131K
|
13.2K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.25K- 22.09% |
$105K - $131K
|
4.4K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.25K- 25.74% |
$106K - $131K
|
3.6K
$350K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 1.83% |
$106K - $131K
|
66.9K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.25K- 1.98% |
$106K - $131K
|
61.9K
$6.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.25K- 7.86% |
$106K - $132K
|
14.7K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.25K- 9.1% |
$106K - $132K
|
12.5K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-1.27K- 10.9% |
$107K - $133K
|
10.4K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.27K- 4.1% |
$107K - $134K
|
29.7K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.27K- 5.73% |
$107K - $134K
|
20.9K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 1.55% |
$108K - $135K
|
81.6K
$7.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.29K- 3.53% |
$109K - $135K
|
35.1K
$3.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.3K- 6.29% |
$110K - $137K
|
19.4K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.3K- 0.11% |
$110K - $137K
|
1.18M
$114M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.31K- 20.96% |
$111K - $138K
|
4.95K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-1.32K- 1.09% |
$111K - $138K
|
119K
$11.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.32K- 2.48% |
$112K - $139K
|
52K
$5.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.33K- 0.31% |
$112K - $140K
|
428K
$41.6M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.34K- 25.2% |
$113K - $140K
|
3.96K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.34K- 1.0% |
$113K - $140K
|
132K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.34K- 10.3% |
$113K - $141K
|
11.7K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.34K- 4.93% |
$113K - $141K
|
25.8K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.35K- 0.82% |
$114K - $142K
|
164K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.35K- 14.69% |
$114K - $142K
|
7.84K
$763K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.35K- 4.8% |
$114K - $142K
|
26.8K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 17.21% |
$114K - $142K
|
6.5K
$632K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.35K- 8.09% |
$114K - $142K
|
15.3K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.35K- 2.09% |
$114K - $142K
|
63.3K
$6.16M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.36K- 32.42% |
$114K - $142K
|
2.83K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 9.08% |
$115K - $142K
|
13.6K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.36K- 15.02% |
$115K - $143K
|
7.7K
$749K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.36K- 18.13% |
$115K - $143K
|
6.15K
$598K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-1.36K- 3.03% |
$115K - $143K
|
43.6K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.37K- 17.4% |
$116K - $144K
|
6.49K
$631K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.37K- 0.81% |
$116K - $144K
|
169K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-1.39K- 4.17% |
$117K - $146K
|
32K
$3.11M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.39K- 6.19% |
$118K - $146K
|
21.1K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.39K- 32.1% |
$118K - $146K
|
2.95K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.4K- 4.12% |
$118K - $147K
|
32.5K
$3.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.4K- 8.95% |
$118K - $147K
|
14.2K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.42K- 7.35% |
$120K - $149K
|
17.8K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.42K- 1.24% |
$120K - $149K
|
113K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.43K- 6.7% |
$121K - $151K
|
19.9K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.44K- 12.62% |
$121K - $151K
|
9.94K
$967K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.45K- 0.74% |
$122K - $152K
|
195K
$18.9M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-1.45K- 8.76% |
$122K - $152K
|
15.1K
$1.47M
|