Comparable stake leader
Walton Enterprises, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000104169.
Comparable stake leader
Walton Enterprises, LLC
Disclosed value leader
Walton Enterprises, LLC
Comparable rows
50/50
Latest evidence
16 Jul 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Walton Enterprises, LLC |
13D/G
|
44%
|
$446,415,949,568
3,523,409,231 shares
|
-$10,548,264,569 | 27 Feb 2026 |
| S. Robson Walton |
13D/G
3/4/5
Jim C. Walton · 10%+ Owner
|
0.39%
|
$2,997,367,263
31,521,372 shares
|
$0 | 31 Dec 2024 |
| Walton Family Holdings Trust |
3/4/5
10%+ Owner
|
6.3%
|
$62,119,587,258
499,835,752 shares
|
-$3,522,822,424 | 23 Jun 2026 |
| C. Douglas McMillon |
3/4/5
Director
|
0.07%
|
$626,915,941
5,234,285 shares
|
-$22,282,444 | 28 May 2026 |
| Suresh Kumar |
3/4/5
Chief Technology Officer
|
0.02%
|
$227,878,201
1,798,565 shares
|
-$3,103,968 | 09 Mar 2026 |
| Gregory Boyd Penner |
3/4/5
Director
|
0.02%
|
$212,735,516
1,711,744 shares
|
— | 30 Jun 2026 |
| Kathryn J. McLay |
3/4/5
Executive Vice President
|
0.01%
|
$110,159,340
924,621 shares
|
-$2,117,520 | 31 Jan 2026 |
| John R. Furner |
3/4/5
President & CEO, Director
|
0.01%
|
$99,797,702
799,550 shares
|
-$15,090,002 | 21 May 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$3,595,127,060.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 8,852,333 | $0 | $1,054,378,827 | -$1,054,378,827 |
| 3-6 | 0 | 10,380,701 | $0 | $1,297,184,064 | -$1,297,184,064 |
| 6-9 | 0 | 5,413,959 | $0 | $584,309,676 | -$584,309,676 |
| 9-12 | 0 | 6,649,038 | $0 | $659,254,494 | -$659,254,494 |
Reporting owners
Showing 1-20 of 36 reporting-owner rows connected to Walmart Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Walton Family Holdings Trust | 10%+ Owner | $62,119,587,258 | -$3,522,822,424 | -5.4% | Mixed | 23 Jun 2026 |
| Jim C. Walton | 10%+ Owner | $2,990,432,562 | Mixed | 18 Dec 2024 | ||
| Alice L. Walton | 10%+ Owner | $1,920,713,354 | Mixed | 18 Dec 2024 | ||
| S. Robson Walton | 10%+ Owner | $666,894,073 | Mixed | 18 Dec 2024 | ||
| C. Douglas McMillon | Director | $626,915,941 | -$22,282,444 | -3.4% | Mixed | 28 May 2026 |
| Suresh Kumar | Chief Technology Officer | $227,878,201 | -$3,103,968 | -1.3% | Mixed | 09 Mar 2026 |
| Gregory Boyd Penner | Director | $212,735,516 | Mixed | 30 Jun 2026 | ||
| Kathryn J. McLay | Executive Vice President | $110,159,340 | -$2,117,520 | -1.9% | Mixed | 31 Jan 2026 |
| John R. Furner | President & CEO, Director | $99,797,702 | -$15,090,002 | -13% | Mixed | 21 May 2026 |
| John David Rainey | Executive Vice President | $73,096,767 | -$6,121,786 | -7.7% | Mixed | 09 Mar 2026 |
| Daniel J. Bartlett | Executive Vice President | $69,074,135 | -$2,248,105 | -3.2% | Filing P/S | 01 Jul 2026 |
| Donna Morris | Executive Vice President | $66,230,522 | -$10,558,309 | -14% | Mixed | 09 Mar 2026 |
| Christopher James Nicholas | Executive Vice President | $65,487,914 | -$5,552,817 | -7.8% | Filing P/S | 16 Jul 2026 |
| Seth Dallaire | Executive Vice President | $59,862,980 | Median | 14 Jul 2026 | ||
| Judith J. McKenna | Executive Vice President | $59,842,766 | Mixed | 31 Jan 2024 | ||
| Rachel L. Brand | Executive Vice President | $55,280,820 | Mixed | 31 Jan 2026 | ||
| M. Brett Biggs | Executive Vice President | $42,205,515 | Mixed | 31 Jan 2023 | ||
| Daniel Danker | Executive Vice President | $38,614,935 | -$524,629 | -1.3% | Mixed | 09 Mar 2026 |
| Steuart L. Walton | Director | $21,907,421 | Mixed | 30 Jun 2026 | ||
| Timothy P. Flynn | Director | $17,412,202 | Mixed | 31 Mar 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Christopher James Nicholas | WMT | Common | Sale | -0.5% | $330,998 | $114.14 | -2,900 | 572,053 | 16 Jul 2026 | Direct |
| Latriece Watkins | WMT | Common | Tax liability | -0.2% | -227 | 116,110 | 14 Jul 2026 | Direct | ||
| David W. Guggina | WMT | Common | Tax liability | -0.09% | -118 | 124,960 | 14 Jul 2026 | Direct | ||
| Dwayne M. Milum | WMT | Common | Tax liability | -0.25% | -121 | 49,273 | 14 Jul 2026 | Direct | ||
| Seth Dallaire | WMT | Common | Tax liability | -0.1% | -387 | 378,016 | 14 Jul 2026 | Direct | ||
| Daniel J. Bartlett | WMT | Common | Sale | -0.6% | $413,891 | $109.64 | -3,775 | 630,009 | 01 Jul 2026 | Direct |
| Gregory Boyd Penner | WMT | Common | Award | 0.19% | 502 | 263,110 | 30 Jun 2026 | Direct | ||
| Randall L. Stephenson | WMT | Common | Award | 0.63% | 419 | 67,445 | 30 Jun 2026 | Direct | ||
| Steuart L. Walton | WMT | Common | Award | 0.38% | 309 | 82,621 | 30 Jun 2026 | Direct | ||
| Shishir Mehrotra | WMT | Common | Award | 7.89% | 254 | 3,475 | 30 Jun 2026 | Direct | ||
| Sarah Friar | WMT | Common | Award | 0.5% | 309 | 62,376 | 30 Jun 2026 | Direct | ||
| Robert Edward Moritz Jr. | WMT | Common | Award | 2.01% | 276 | 14,032 | 30 Jun 2026 | Direct | ||
| Cesar Conde | WMT | Common | Award | 0.76% | 254 | 33,777 | 30 Jun 2026 | Direct | ||
| Carla A. Harris | WMT | Common | Award | 0.3% | 155 | 52,188 | 30 Jun 2026 | Direct | ||
| Marissa A. Mayer | WMT | Common | Award | 0.19% | 254 | 133,413 | 30 Jun 2026 | Direct | ||
| Walton Family Holdings Trust | WMT | Common | Other | -0.34% | -1,703,000 | 499,835,752 | 24 Jun 2026 | Direct | ||
| Walton Family Holdings Trust | WMT | Common | Other | -0.15% | -767,000 | 501,538,752 | 23 Jun 2026 | Direct | ||
| Christopher James Nicholas | WMT | Common | Sale | -0.5% | $342,752 | $118.19 | -2,900 | 574,953 | 18 Jun 2026 | Direct |
| Walton Family Holdings Trust | WMT | Common | Sale | -0.87% | $535,788,409 | $121.09 | -4,424,704 | 502,305,752 | 16 Jun 2026 | Direct |
| Walton Family Holdings Trust | WMT | Common | Other | -0.17% | -886,000 | 506,730,456 | 16 Jun 2026 | Direct | ||
| Latriece Watkins | WMT | Common | Tax liability | -3.06% | -3,667 | 116,308 | 16 Jun 2026 | Direct | ||
| Daniel J. Bartlett | WMT | Common | Sale | -0.22% | $165,965 | $119.83 | -1,385 | 633,784 | 15 Jun 2026 | Direct |
| David W. Guggina | WMT | Common | Sale | -8.74% | $1,435,204 | $119.82 | -11,978 | 125,067 | 10 Jun 2026 | Direct |
| Carla A. Harris | WMT | Common | Award | 3.86% | 1,935 | 52,033 | 04 Jun 2026 | Direct | ||
| Shishir Mehrotra | WMT | Common | Award | 150.5% | 1,935 | 3,221 | 04 Jun 2026 | Direct | ||
| Randall L. Stephenson | WMT | Common | Award | 2.97% | 1,935 | 66,981 | 04 Jun 2026 | Direct | ||
| Steuart L. Walton | WMT | Common | Award | 2.41% | 1,935 | 82,312 | 04 Jun 2026 | Direct | ||
| Cesar Conde | WMT | Common | Award | 6.13% | 1,935 | 33,523 | 04 Jun 2026 | Direct | ||
| Robert Edward Moritz Jr. | WMT | Common | Award | 16.4% | 1,935 | 13,742 | 04 Jun 2026 | Direct | ||
| Gregory Boyd Penner | WMT | Common | Award | 1.11% | 2,881 | 262,608 | 04 Jun 2026 | Direct | ||
| Sarah Friar | WMT | Common | Award | 3.22% | 1,935 | 62,067 | 04 Jun 2026 | Direct | ||
| Thomas W. Horton | WMT | Common | Award | 3.34% | 1,935 | 59,848 | 04 Jun 2026 | Direct | ||
| Marissa A. Mayer | WMT | Common | Award | 1.47% | 1,935 | 133,159 | 04 Jun 2026 | Direct | ||
| Walton Family Holdings Trust | WMT | Common | Sale | -0.35% | $200,723,322 | $113.32 | -1,771,333 | 507,616,456 | 02 Jun 2026 | Direct |
| Dwayne M. Milum | WMT | Common | Tax liability | -0.25% | -122 | 49,387 | 02 Jun 2026 | Direct | ||
| Seth Dallaire | WMT | Common | Tax liability | -0.1% | -388 | 378,402 | 02 Jun 2026 | Direct | ||
| Latriece Watkins | WMT | Common | Tax liability | -0.19% | -228 | 119,975 | 02 Jun 2026 | Direct | ||
| David W. Guggina | WMT | Common | Tax liability | -0.09% | -118 | 137,045 | 02 Jun 2026 | Direct | ||
| Daniel J. Bartlett | WMT | Common | Gift | -0.07% | -424 | 635,169 | 29 May 2026 | Direct | ||
| Walton Family Holdings Trust | WMT | Common | Sale | -0.04% | $24,712,827 | $119.01 | -207,649 | 509,387,789 | 28 May 2026 | Direct |
| C. Douglas McMillon | WMT | Common | Sale | -0.46% | $2,303,252 | $118.63 | -19,416 | 4,174,579 | 28 May 2026 | Direct |
| Latriece Watkins | WMT | Common | Sale | -8.38% | $1,308,670 | $118.97 | -11,000 | 120,203 | 28 May 2026 | Direct |
| Walton Family Holdings Trust | WMT | Common | Sale | -0.05% | $30,260,908 | $119.05 | -254,178 | 509,595,438 | 27 May 2026 | Direct |
| Walton Family Holdings Trust | WMT | Common | Sale | -0.1% | $63,461,675 | $119.21 | -532,340 | 509,849,616 | 26 May 2026 | Direct |
| Walton Family Holdings Trust | WMT | Common | Other | -0.3% | -1,551,000 | 510,381,956 | 26 May 2026 | Direct | ||
| Walton Family Holdings Trust | WMT | Common | Sale | -0.31% | $190,975,799 | $120.00 | -1,591,500 | 511,932,956 | 22 May 2026 | Direct |
| John R. Furner | WMT | Common | Sale | -1.95% | $1,628,574 | $124.08 | -13,125 | 661,037 | 21 May 2026 | Direct |
| Christopher James Nicholas | WMT | Common | Sale | -0.5% | $359,368 | $123.92 | -2,900 | 577,853 | 21 May 2026 | Direct |
| Christopher James Nicholas | WMT | Common | Tax liability | -2.56% | -15,255 | 580,753 | 19 May 2026 | Direct | ||
| Daniel J. Bartlett | WMT | Common | Sale | -0.2% | $167,212 | $133.77 | -1,250 | 635,593 | 15 May 2026 | Direct |