Walton Family Holdings Trust 4
4 · Walmart Inc. · Filed Jun 18, 2026
Research Summary
AI-generated summary of this filing
Walmart (WMT) Walton Family Holdings Trust Sells Shares
What Happened
The Walton Family Holdings Trust (a 10% owner of Walmart) disposed of a total of 5,310,704 Walmart shares on June 16, 2026. That includes three open-market sales totaling 4,424,704 shares for aggregate proceeds of $535,788,409 (breakdowns below) and a distribution of 886,000 shares to a trust beneficiary for no consideration.
Key Details
- Transaction date: 2026-06-16 (filed 2026-06-18). Filing appears timely.
- Sales executed:
- 3,860,251 shares sold at a weighted avg $120.98 — proceeds $467,032,467. (F2: trades priced $120.37–$121.3699)
- 539,737 shares sold at a weighted avg $121.78 — proceeds $65,730,251. (F3: trades priced $121.37–$122.3699)
- 24,716 shares sold at a weighted avg $122.42 — proceeds $3,025,691. (F4: trades priced $122.37–$122.55)
- Distribution: 886,000 shares transferred from the Trust to a beneficiary for no consideration (footnote F1).
- Shares owned after transaction: not specified in the provided filing excerpt.
- Reporting status: Walton Family Holdings Trust is a >10% beneficial owner (institutional/family trust), not an individual officer/director trading.
Context
Sales by a large shareholder or family trust are often routine portfolio or estate-management actions and do not necessarily indicate a change in company outlook. The 886,000-share distribution was a no-consideration transfer to a beneficiary (a non-sale disposition), which typically reflects trust/estate planning rather than market sentiment. Footnotes indicate the sales were executed in multiple trades across the price ranges shown; the filing offers to provide full trade-level details on request.
Insider Transaction Report
- Other
Common
[F1]2026-06-16−886,000→ 506,730,456 total - Sale
Common
[F2]2026-06-16$120.98/sh−3,860,251$467,032,467→ 502,870,205 total - Sale
Common
[F3]2026-06-16$121.78/sh−539,737$65,730,251→ 502,330,468 total - Sale
Common
[F4]2026-06-16$122.42/sh−24,716$3,025,691→ 502,305,752 total
Footnotes (4)
- [F1]The transaction is a distribution of 886,000 shares of Common Stock, for no consideration, by the Walton Family Holdings Trust (the "Trust") to a beneficiary of the Trust.
- [F2]This sale was executed in multiple trades at prices ranging from $120.37 to $121.3699, inclusive. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected.
- [F3]This sale was executed in multiple trades at prices ranging from $121.37 to $122.3699, inclusive. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected.
- [F4]This sale was executed in multiple trades at prices ranging from $122.37 to $122.55, inclusive. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected.