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 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.88K- 1.06% |
$159K - $198K
|
175K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.89K- 1.84% |
$160K - $199K
|
101K
$9.81M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.89K- 3.47% |
$160K - $199K
|
52.5K
$5.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.89K- 1.57% |
$160K - $199K
|
118K
$11.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.91K- 2.32% |
$161K - $200K
|
80.2K
$7.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.91K- 5.57% |
$162K - $201K
|
32.5K
$3.16M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.92K- 5.09% |
$162K - $201K
|
35.7K
$3.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.93K- 1.56% |
$163K - $202K
|
122K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.93K- 20.84% |
$163K - $203K
|
7.34K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.94K- 7.07% |
$164K - $203K
|
25.4K
$2.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.94K- 3.35% |
$164K - $204K
|
55.9K
$5.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.94K- 2.69% |
$164K - $204K
|
70.3K
$6.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.96K- 29.84% |
$166K - $206K
|
4.61K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.98K- 3.83% |
$167K - $208K
|
49.7K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.98K- 1.14% |
$168K - $208K
|
172K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-1.99K- 19.94% |
$168K - $209K
|
7.98K
$776K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.99K- 4.83% |
$168K - $209K
|
39.3K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2K- 40.0% |
$169K - $210K
|
3K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.01K- 16.68% |
$170K - $211K
|
10K
$975K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.01K- 8.5% |
$170K - $211K
|
21.6K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.01K- 42.12% |
$170K - $211K
|
2.77K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.02K- 4.26% |
$171K - $212K
|
45.5K
$4.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 21.81% |
$171K - $212K
|
7.25K
$705K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.03K- 8.35% |
$171K - $213K
|
22.3K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.04K- 0.68% |
$172K - $214K
|
296K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-2.04K- 14.3% |
$172K - $214K
|
12.2K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.04K- 14.75% |
$173K - $215K
|
11.8K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.05K- 2.58% |
$173K - $215K
|
77.4K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.05K- 20.81% |
$173K - $215K
|
7.8K
$759K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-2.07K- 3.42% |
$175K - $217K
|
58.5K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.07K- 2.14% |
$175K - $217K
|
94.9K
$9.23M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-2.08K- 14.14% |
$175K - $218K
|
12.6K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.09K- 3.14% |
$176K - $219K
|
64.2K
$6.25M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-2.09K- 2.78% |
$177K - $220K
|
73.1K
$7.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-2.1K- 1.92% |
$177K - $221K
|
107K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.12K- 2.12% |
$179K - $223K
|
98K
$9.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.13K- 1.04% |
$180K - $224K
|
202K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-2.13K- 19.44% |
$180K - $224K
|
8.84K
$860K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.14K- 18.3% |
$181K - $225K
|
9.55K
$929K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.16K- 6.47% |
$183K - $227K
|
31.3K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.16K- 1.68% |
$183K - $227K
|
127K
$12.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.19K- 0.67% |
$185K - $230K
|
325K
$31.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2.2K- 14.64% |
$186K - $231K
|
12.8K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.22K- 3.62% |
$187K - $233K
|
59K
$5.74M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.22K- 3.2% |
$188K - $233K
|
67.2K
$6.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.23K- 3.5% |
$188K - $234K
|
61.4K
$5.97M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-2.25K- 9.86% |
$190K - $237K
|
20.6K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.27K- 8.2% |
$192K - $238K
|
25.4K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.29K- 3.83% |
$194K - $241K
|
57.7K
$5.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.3K- 5.09% |
$194K - $242K
|
42.9K
$4.17M
|