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 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
7.29KNew |
$616K - $766K
|
7.29K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.13K+ 41.89% |
$602K - $749K
|
24.1K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
7K+ 48.23% |
$592K - $735K
|
21.5K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6.99K+ 37.01% |
$591K - $734K
|
25.9K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.96K+ 2.83% |
$588K - $732K
|
253K
$25.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
6.95K+ 13.68% |
$587K - $730K
|
57.7K
$5.76M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6.89K+ 74.38% |
$582K - $724K
|
16.2K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.84K+ 5.3% |
$578K - $719K
|
136K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.82K+ 8.45% |
$577K - $717K
|
87.6K
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.81K+ 211.99% |
$575K - $715K
|
10K
$1M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
6.71KNew |
$567K - $705K
|
6.71K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
6.65KNew |
$562K - $699K
|
6.65K
$664K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
6.65K+ 137.94% |
$562K - $699K
|
11.5K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
6.63K+ 12.35% |
$560K - $696K
|
60.3K
$6.02M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.53K+ 96.71% |
$552K - $686K
|
13.3K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.5K+ 28.96% |
$550K - $683K
|
29K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
6.5K+ 4.48% |
$549K - $683K
|
151K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.48K+ 6.49% |
$548K - $681K
|
106K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
6.45KNew |
$545K - $677K
|
6.45K
$643K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
6.44K+ 1.83% |
$544K - $677K
|
358K
$35.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.44K+ 32.16% |
$544K - $676K
|
26.5K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
6.43KNew |
$544K - $676K
|
6.43K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
6.38K+ 24.65% |
$539K - $670K
|
32.3K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
6.38K+ 36.61% |
$539K - $670K
|
23.8K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.36K+ 6.04% |
$537K - $668K
|
112K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
6.32K+ 2.45% |
$534K - $664K
|
264K
$26.4M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
6.32K+ 5.35% |
$534K - $663K
|
124K
$12.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.31K+ 13.48% |
$533K - $663K
|
53.1K
$5.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
6.23K+ 14.71% |
$526K - $654K
|
48.6K
$4.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.22K+ 19.61% |
$526K - $654K
|
38K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
6.21KNew |
$525K - $653K
|
6.21K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
6.2K+ 2.55% |
$524K - $651K
|
250K
$24.9M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
6.17K+ 1.51% |
$521K - $648K
|
413K
$41.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.14K+ 2.75% |
$519K - $645K
|
230K
$22.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.12K+ 4.3% |
$517K - $642K
|
148K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
6.11KNew |
$516K - $641K
|
6.11K
$609K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.1K+ 14.95% |
$515K - $640K
|
46.9K
$4.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.03K+ 40.5% |
$509K - $633K
|
20.9K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
6KNew |
$507K - $630K
|
6K
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.99KNew |
$506K - $630K
|
5.99K
$598K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.96KNew |
$504K - $626K
|
5.96K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.94KNew |
$502K - $624K
|
5.94K
$593K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.93K+ 3.5% |
$501K - $623K
|
175K
$17.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.91K+ 14.22% |
$499K - $621K
|
47.5K
$4.73M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.91K+ 17.42% |
$499K - $620K
|
39.8K
$3.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5.88K+ 7.81% |
$497K - $618K
|
81.2K
$8.1M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.81K+ 1.14% |
$491K - $610K
|
516K
$51.5M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.81KNew |
$491K - $610K
|
5.81K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
5.8K+ 25.92% |
$490K - $609K
|
28.2K
$2.81M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.75K+ 1.18% |
$486K - $604K
|
492K
$49.1M
|