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
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.03K- 0.6% |
$86.8K - $108K
|
170K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.03K- 20.76% |
$87K - $108K
|
3.93K
$373K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.03K- 1.37% |
$87K - $108K
|
74.1K
$7.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.03K- 28.13% |
$87.4K - $109K
|
2.64K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 24.54% |
$87.9K - $109K
|
3.2K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-1.04K- 4.99% |
$88K - $109K
|
19.8K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 5.53% |
$88K - $109K
|
17.8K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 3.14% |
$88.6K - $110K
|
32.4K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.05K- 17.65% |
$88.7K - $110K
|
4.9K
$466K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.05K- 4.54% |
$88.7K - $110K
|
22.1K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.05K- 7.57% |
$89K - $111K
|
12.9K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.06K- 0.72% |
$89.1K - $111K
|
145K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.06K- 5.35% |
$89.2K - $111K
|
18.7K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.06K- 7.36% |
$89.4K - $111K
|
13.3K
$1.27M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.06K- 9.78% |
$89.4K - $111K
|
9.76K
$928K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.06K- 2.8% |
$89.7K - $111K
|
36.8K
$3.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.06K- 9.38% |
$89.9K - $112K
|
10.3K
$977K
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-1.07K- 10.2% |
$90K - $112K
|
9.37K
$891K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.07K- 1.74% |
$90.1K - $112K
|
60K
$5.71M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.07K- 2.01% |
$90.8K - $113K
|
52.5K
$4.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 2.17% |
$90.9K - $113K
|
48.6K
$4.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.09K- 74.15% |
$91.9K - $114K
|
379
$36K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1.1K- 9.18% |
$93K - $116K
|
10.9K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.1K- 2.43% |
$93K - $116K
|
44.1K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.11K- 1.08% |
$93.4K - $116K
|
101K
$9.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.11K- 8.42% |
$93.6K - $116K
|
12.1K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.12K- 32.84% |
$94.5K - $117K
|
2.29K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-1.12K- 21.38% |
$94.7K - $118K
|
4.12K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.12K- 5.53% |
$94.9K - $118K
|
19.2K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.12K- 3.38% |
$95K - $118K
|
32.1K
$3.05M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 1.2% |
$95.1K - $118K
|
93K
$8.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.13K- 4.86% |
$95.8K - $119K
|
22.2K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.14K- 4.82% |
$96.4K - $120K
|
22.6K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 0.79% |
$96.6K - $120K
|
143K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.14K- 5.73% |
$96.6K - $120K
|
18.8K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.15K- 10.47% |
$97.2K - $121K
|
9.83K
$935K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.15K- 5.44% |
$97.3K - $121K
|
20K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-1.15K- 25.27% |
$97.3K - $121K
|
3.41K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.15K- 1.9% |
$97.4K - $121K
|
59.4K
$5.65M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.15K- 2.58% |
$97.4K - $121K
|
43.5K
$4.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.15K- 17.48% |
$97.5K - $121K
|
5.45K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.15K- 2.24% |
$97.5K - $121K
|
50.3K
$4.79M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.15K- 1.43% |
$97.5K - $121K
|
79.3K
$7.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.16K- 3.18% |
$97.6K - $121K
|
35.2K
$3.34M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.16K- 1.81% |
$98.2K - $122K
|
63K
$5.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.16K- 6.77% |
$98.2K - $122K
|
16K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.17K- 1.82% |
$98.5K - $122K
|
62.8K
$5.98M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-1.17K- 16.38% |
$98.7K - $123K
|
5.96K
$567K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.18K- 7.68% |
$99.4K - $124K
|
14.1K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.18K- 1.77% |
$99.7K - $124K
|
65.6K
$6.24M
|