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 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
85+ 0.19% |
$7.18K - $8.93K
|
44.8K
$4.26M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
84+ 2.8% |
$7.1K - $8.82K
|
3.08K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
84+ 41.58% |
$7.1K - $8.82K
|
286
$27.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
82+ 3.18% |
$6.93K - $8.61K
|
2.66K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
82+ 0.42% |
$6.93K - $8.61K
|
19.8K
$1.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
81+ 1.61% |
$6.84K - $8.51K
|
5.11K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
81+ 6.04% |
$6.84K - $8.51K
|
1.42K
$135K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
80+ 0.66% |
$6.76K - $8.4K
|
12.2K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
80+ 1.39% |
$6.76K - $8.4K
|
5.84K
$556K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
80+ 0.37% |
$6.76K - $8.4K
|
22K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
80+ 0.51% |
$6.76K - $8.4K
|
15.8K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
79+ 0.95% |
$6.68K - $8.3K
|
8.4K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
79+ 0.96% |
$6.68K - $8.3K
|
8.35K
$794K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
78+ 0.95% |
$6.59K - $8.19K
|
8.25K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
77+ 2.46% |
$6.51K - $8.09K
|
3.21K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
76+ 0.3% |
$6.42K - $7.98K
|
25.7K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
76+ 3.01% |
$6.42K - $7.98K
|
2.6K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
76+ 1.32% |
$6.42K - $7.98K
|
5.85K
$557K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
75+ 58.14% |
$6.34K - $7.88K
|
204
$19.4K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
75+ 1.17% |
$6.34K - $7.88K
|
6.48K
$616K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
74+ 2.36% |
$6.25K - $7.77K
|
3.21K
$305K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
72+ 0.91% |
$6.08K - $7.56K
|
7.98K
$759K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
71+ 1.08% |
$6K - $7.46K
|
6.63K
$630K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
70+ 1.01% |
$5.92K - $7.35K
|
6.97K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
70+ 15.56% |
$5.92K - $7.35K
|
520
$49.4K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
70+ 15.56% |
$5.92K - $7.35K
|
520
$49.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
68+ 2.46% |
$5.75K - $7.14K
|
2.83K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
68+ 1.04% |
$5.75K - $7.14K
|
6.63K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
66+ 1.7% |
$5.58K - $6.93K
|
3.95K
$376K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
65+ 0.69% |
$5.49K - $6.83K
|
9.46K
$899K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
65+ 1.56% |
$5.49K - $6.83K
|
4.22K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
65New |
$5.49K - $6.83K
|
65
$6.18K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
65+ 0.77% |
$5.49K - $6.83K
|
8.46K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
65+ 0.33% |
$5.49K - $6.83K
|
19.9K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.61% |
$5.41K - $6.72K
|
10.5K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
64+ 0.61% |
$5.41K - $6.72K
|
10.6K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
63New |
$5.32K - $6.62K
|
63
$5.99K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
61+ 7.0% |
$5.15K - $6.41K
|
933
$88.7K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
61+ 0.45% |
$5.15K - $6.41K
|
13.5K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
61+ 0.21% |
$5.15K - $6.41K
|
29.6K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
60+ 2.01% |
$5.07K - $6.3K
|
3.05K
$290K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
60+ 0.85% |
$5.07K - $6.3K
|
7.14K
$679K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
60+ 0.3% |
$5.07K - $6.3K
|
20.2K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
59+ 2.05% |
$4.99K - $6.2K
|
2.93K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
58+ 1.24% |
$4.9K - $6.09K
|
4.74K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
58+ 0.2% |
$4.9K - $6.09K
|
29.3K
$2.79M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
58+ 0.49% |
$4.9K - $6.09K
|
12K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
57+ 1.0% |
$4.82K - $5.99K
|
5.76K
$548K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
57+ 0.32% |
$4.82K - $5.99K
|
17.9K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
57+ 58.76% |
$4.82K - $5.99K
|
154
$14.6K
|