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
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-300- 4.24% |
$25.4K - $31.5K
|
6.78K
$644K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-301- 2.64% |
$25.4K - $31.6K
|
11.1K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-301- 0.7% |
$25.4K - $31.6K
|
42.4K
$4.03M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-302- 0.61% |
$25.5K - $31.7K
|
48.9K
$4.65M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-305- 4.39% |
$25.8K - $32K
|
6.64K
$632K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-312- 0.56% |
$26.4K - $32.8K
|
55.5K
$5.27M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-314- 2.43% |
$26.5K - $33K
|
12.6K
$1.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-315- 4.55% |
$26.6K - $33.1K
|
6.61K
$629K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-318- 14.72% |
$26.9K - $33.4K
|
1.84K
$175K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-320- 3.67% |
$27K - $33.6K
|
8.39K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-325- 2.38% |
$27.5K - $34.1K
|
13.3K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-329- 79.85% |
$27.8K - $34.6K
|
83
$7.89K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-335- 1.27% |
$28.3K - $35.2K
|
26.1K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-335- 1.12% |
$28.3K - $35.2K
|
29.5K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-338- 2.07% |
$28.6K - $35.5K
|
16K
$1.52M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-349- 6.14% |
$29.5K - $36.7K
|
5.33K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-351- 60.31% |
$29.7K - $36.9K
|
231
$22K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-353- 4.27% |
$29.8K - $37.1K
|
7.91K
$752K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-356- 0.77% |
$30.1K - $37.4K
|
45.8K
$4.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-358- 1.23% |
$30.3K - $37.6K
|
28.9K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-363- 1.06% |
$30.7K - $38.1K
|
34K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-363- 0.29% |
$30.7K - $38.1K
|
125K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-365- 8.25% |
$30.8K - $38.3K
|
4.06K
$386K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-365- 0.57% |
$30.8K - $38.3K
|
63.6K
$6.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-366- 8.07% |
$30.9K - $38.4K
|
4.17K
$396K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-367- 7.0% |
$31K - $38.6K
|
4.88K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-368- 2.2% |
$31.1K - $38.7K
|
16.3K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-369- 3.72% |
$31.2K - $38.8K
|
9.55K
$908K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-370- 0.8% |
$31.3K - $38.9K
|
45.8K
$4.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-370- 4.79% |
$31.3K - $38.9K
|
7.36K
$700K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-372- 11.58% |
$31.4K - $39.1K
|
2.84K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-375- 3.13% |
$31.7K - $39.4K
|
11.6K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-375- 10.41% |
$31.7K - $39.4K
|
3.23K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-375- 9.27% |
$31.7K - $39.4K
|
3.67K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-375- 5.55% |
$31.7K - $39.4K
|
6.38K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-375- 55.56% |
$31.7K - $39.4K
|
300
$28.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-379- 2.15% |
$32K - $39.8K
|
17.3K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-379- 0.54% |
$32K - $39.8K
|
69.9K
$6.65M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-380- 3.23% |
$32.1K - $39.9K
|
11.4K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-380- 0.63% |
$32.1K - $39.9K
|
59.6K
$5.67M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-380- 0.94% |
$32.1K - $39.9K
|
40.1K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-381- 10.61% |
$32.2K - $40K
|
3.21K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-384- 0.6% |
$32.4K - $40.3K
|
63.5K
$6.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-388- 10.96% |
$32.8K - $40.8K
|
3.15K
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-389- 1.78% |
$32.9K - $40.9K
|
21.5K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-389- 4.42% |
$32.9K - $40.9K
|
8.4K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-390- 3.24% |
$33K - $41K
|
11.7K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-392- 1.57% |
$33.1K - $41.2K
|
24.6K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-393- 0.87% |
$33.2K - $41.3K
|
44.9K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-393- 2.69% |
$33.2K - $41.3K
|
14.2K
$1.35M
|