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EdgarHawk

WALTON ALICE L

10% Owner

10% Owner
5 filings analyzed · 1 company · Latest 2024-09-19

Companies

Company Buys Sells Direction
Walmart Inc. WMT 0 26 Net selling

Activity

September 2024
2024-09-19 Walmart Inc. WMT
high
Sell
2,163,616 shares
$170,979,096
Significance 7/10

Walton sells 2.16M WMT shares for $171.0M; remains 603.99M shareholder post-sale

Alice L. Walton, a 10% owner, executed 4 separate sales totaling 2,163,616 shares for $170,979,096.42 across two trading days (2024-09-17 and 2024-09-19) at a blended average price of $79.02. This transaction reduced her holdings by 0.4% (from 606.15M to 603.99M shares), a modest percentage reduction that leaves her with substantial ongoing exposure to Walmart. The timing coincided with WMT trading near its 52-week high ($80.60), with the current price at $78.04 down 3.2% from peak. Her cross-ticker sell history shows an average 90-day return of +16.6% after prior sales (indicating those sales were poorly timed as the stocks rose after), though her same-ticker history at WMT across 5 recent prior trades remains unmeasurable in outcome. The large dollar magnitude ($171.0M) and multi-transaction structure suggest deliberate execution rather than a single opportunistic trade.

2024-09-13 Walmart Inc. WMT
medium
Sell
934,000 shares
$74,216,571
Significance 6/10

Alice L Walton sold 934,000 WMT shares for $74.2M at $79.46 on 2024-09-12, reducing stake by 4.0%.

Alice L Walton, a 10% owner of Walmart, executed 2 separate sales totaling 934,000 shares for $74,216,570.97 at a blended average price of $79.46, reducing her post-transaction holdings to 22,312,740 shares. The sale occurred after a 17.4% 30-day price increase and near the 52-week high of $80.60, with the current price at $80.60 marking the stock's highest level in the trailing year. Her cross-ticker track record shows 20 prior sells with an average 90-day return of +16.5% and a well-timed rate of 0.00%, indicating that on average her recent sells have not preceded declines. This transaction adds to a concentration of five separate sells at WMT within a 7-day window (2024-09-05 through 2024-09-12), with no measurable 30- or 90-day outcomes yet available for comparison to her historical pattern.

2024-09-10 Walmart Inc. WMT
high
Sell
5,746,226 shares
$442,774,830
Significance 7/10

Alice L. Walton (10% owner) sold 5,746,226 shares for $442,774,830.09 across 3 separate sales Sept 6-9

Alice L. Walton, a 10% shareholder of Walmart, executed 3 separate sales totaling 5,746,226 shares for $442,774,830.09 at a blended average price of $77.05 on September 6 and 9, 2024. This represents a 0.9% reduction in her holdings from 617,734,544 shares to 611,988,318 shares. The transaction occurred as WMT stock trades at $78.81, within 0.0% of its 52-week high and up 16.0% over 30 days and 18.8% over 90 days—near peak valuation. Across her cross-ticker trading history, Walton's 20 prior open-market sells showed a 0.00% well-timed rate at the 90-day mark, with an average 90-day return of +14.8%, indicating her prior sales tended to precede stock appreciation. At WMT specifically, her 5 most recent prior trades (all sells on Sept 3-5) lack measurable outcomes, so this filing's timing significance relative to her ticker-specific pattern remains unresolved.

2024-09-05 Walmart Inc. WMT
medium
Sell
9,162,767 shares
$707,149,237
Significance 6/10

Walton (10% owner) sold 9,162,767 shares for $707,149,237.17 across 5 trades in early Sept at $77.18 avg, reducing stake 1.5%.

Alice L Walton, a 10% owner of Walmart, executed 5 separate sales totaling 9,162,767 shares for $707,149,237.17 between September 3–5, 2024, at a blended average price of $77.18, reducing her holdings from 628,809,311 shares to 619,646,544 shares. The sale occurred as WMT stock was within 0.4% of its 52-week high of $77.24, having risen 13.6% over 30 days and 16.8% over 90 days. Walton's cross-ticker track record shows an average 90-day return of -8.0% following her prior 20 sells, with a 28.57% well-timed rate, but her five prior sales at WMT (June 10–14, 2024) were followed by positive 30-day returns (+3.7% to +5.4%), suggesting prior sales at this ticker have not been well-timed on a 90-day basis. The transaction represents a 1.5% reduction in her position, executed near the stock's 52-week peak.

June 2024
2024-06-14 Walmart Inc. WMT
medium
Sell
1,994,347 shares
$132,802,641
Significance 6/10

Walton (10% owner) sold 1,994,347 shares at blended avg $66.59 for $132,802,640.61 in two transactions

Alice L. Walton executed two separate sales totaling 1,994,347 shares for $132,802,640.61, with transactions at $66.52 (750,000 shares) on 2024-06-13 and $66.63 (1,244,347 shares) on 2024-06-14. The sales reduced her holdings by -0.3% relative to pre-transaction balances of 635,512,658 shares. Her cross-ticker track record shows a 90-day well-timed sell rate of 66.67%, though outcomes for her five most recent trades at WMT (spanning 2024-06-07 to 2024-06-12) are not yet measurable. WMT is trading near its 52-week high ($67.15) at the current price of $67.02, and has appreciated 12.0% over the preceding 30 days. At a P/E of 28.52 and market cap of $539,078,273,976.60, the company maintains strong financial position with $161,508,000,000.00 in latest quarterly revenue and +6.0% annual revenue growth.

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