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 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.66K- 35.03% |
$140K - $174K
|
3.07K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.68K- 17.21% |
$142K - $176K
|
8.08K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.68K- 2.67% |
$142K - $177K
|
61.4K
$6.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.69K- 9.54% |
$143K - $177K
|
16K
$1.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 8.88% |
$143K - $178K
|
17.4K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.7K- 6.97% |
$143K - $178K
|
22.6K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.7K- 13.61% |
$143K - $178K
|
10.8K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-1.7K- 8.72% |
$144K - $179K
|
17.8K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.71K- 15.43% |
$144K - $179K
|
9.36K
$970K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.71K- 47.71% |
$144K - $180K
|
1.87K
$194K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.71K- 4.69% |
$144K - $180K
|
34.7K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 10.27% |
$144K - $180K
|
14.9K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.71K- 16.31% |
$145K - $180K
|
8.78K
$910K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-1.72K- 0.31% |
$145K - $180K
|
551K
$57.1M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.73K- 6.89% |
$146K - $182K
|
23.4K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.74K- 1.82% |
$147K - $183K
|
93.7K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-1.75K- 62.55% |
$148K - $184K
|
1.05K
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-1.76K- 39.11% |
$148K - $184K
|
2.73K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.78K- 7.41% |
$150K - $187K
|
22.2K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.8K- 29.99% |
$152K - $189K
|
4.21K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.82K- 9.79% |
$153K - $191K
|
16.7K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-1.84K- 32.09% |
$155K - $193K
|
3.89K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.85K- 9.49% |
$157K - $195K
|
17.7K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.88K- 0.32% |
$159K - $197K
|
580K
$60.1M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.88K- 1.06% |
$159K - $198K
|
175K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.89K- 1.84% |
$160K - $199K
|
101K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.89K- 3.47% |
$160K - $199K
|
52.5K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.89K- 1.57% |
$160K - $199K
|
118K
$12.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.91K- 2.32% |
$161K - $200K
|
80.2K
$8.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.91K- 5.57% |
$162K - $201K
|
32.5K
$3.36M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.92K- 5.09% |
$162K - $201K
|
35.7K
$3.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.93K- 1.56% |
$163K - $202K
|
122K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.93K- 20.84% |
$163K - $203K
|
7.34K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.94K- 7.07% |
$164K - $203K
|
25.4K
$2.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.94K- 3.35% |
$164K - $204K
|
55.9K
$5.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.94K- 2.69% |
$164K - $204K
|
70.3K
$7.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.96K- 29.84% |
$166K - $206K
|
4.61K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.98K- 3.83% |
$167K - $208K
|
49.7K
$5.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.98K- 1.14% |
$168K - $208K
|
172K
$17.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-1.99K- 19.94% |
$168K - $209K
|
7.98K
$827K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.99K- 4.83% |
$168K - $209K
|
39.3K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2K- 40.0% |
$169K - $210K
|
3K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.01K- 16.68% |
$170K - $211K
|
10K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.01K- 8.5% |
$170K - $211K
|
21.6K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.01K- 42.12% |
$170K - $211K
|
2.77K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.02K- 4.26% |
$171K - $212K
|
45.5K
$4.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 21.81% |
$171K - $212K
|
7.25K
$751K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.03K- 8.35% |
$171K - $213K
|
22.3K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.04K- 0.68% |
$172K - $214K
|
296K
$30.7M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-2.04K- 14.3% |
$172K - $214K
|
12.2K
$1.27M
|