Walton Family Holdings Trust

Walton Family Holdings Trust sold 4.42M WMT shares for $535.8M at $121.09 blended average on 2026-06-16

The Walton Family Holdings Trust executed 3 separate sales totaling 4,424,704 shares for $535,788,409.27 on 2026-06-16, representing a -0.9% reduction in its 502.31M-share post-transaction position as a 10% owner. The blended average sale price of $121.09 occurs as the stock trades at $117.18 currently, down 13.3% from the 52-week high of $135.16 and down 12.7% over the past 30 days. Across the insider's broader cross-ticker history, a track record of 20 prior sells shows a 100.00% well-timed rate at the 90-day mark, though at WMT specifically, prior transaction outcomes remain unmeasurable. The scale of this divestiture—over half a billion dollars in a single filing—reflects material portfolio activity by the controlling family trust, warranting investor attention to disclosed motivations and any broader signaling about the company's capital allocation environment.

Walton Family Trust sold 1.77M WMT shares ($200.7M) at blended avg $113.32; holds 507.62M shares post-sale. Stock down 12.9% from 52-week high.

Walton Family Holdings Trust executed 2 separate sales totaling 1,771,333 shares for $200,723,322.33 at prices of $113.24 and $114.16 on 2026-06-02, reducing holdings by 0.3% to 507,616,456 shares. The timing merits attention: the insider's cross-ticker track record shows a 100.00% 90-day well-timed rate across 20 prior sells with an average 90-day return of -5.2%, and at WMT specifically, all 5 prior trades executed in late May were well-timed with negative subsequent returns ranging from -1.8% to -3.4%. Current price of $117.74 sits -12.9% from the 52-week high and -10.0% over the past 30 days, consistent with the downward trajectory that preceded this filing. This pattern of consistent sales by a major 10% stakeholder warrants scrutiny as to whether publicly available information has shifted materially since the May transactions, though the relatively modest share reduction (-0.3% of holdings) suggests portfolio management rather than systemic exit intent.

Walton Family Holdings Trust sold 461,827 shares for $54,973,734.22 across two trades on May 27-28, 2026.

The Walton Family Holdings Trust, a 10% owner of Walmart, executed two separate sales totaling 461,827 shares for $54,973,734.22 at a blended average price of $119.04 on May 27-28, 2026, reducing holdings from 509,849,616 to 509,387,789 shares (-0.1% of pre-transaction holdings). The sales occurred while WMT traded near its 52-week high, with current price $115.75 now down 14.4% from that peak and down 9.6% over the prior 30 days. The insider's cross-ticker track record shows a 90-day well-timed rate of 90.00% across 20 prior sells, and at WMT specifically, all 5 prior sales were well-timed (each posted negative 90-day returns ranging from -1.7% to -3.5%), establishing a consistent pattern of selling ahead of subsequent declines. This filing warrants attention as the trade size, timing relative to recent price strength, and the insider's demonstrated pattern of well-timed exits all suggest informed positioning.

Walton Family Holdings Trust sold 2,123,840 shares for $254,437,474.55 across 6 transactions on 2026-05-22 and 2026-05-26.

The Walton Family Holdings Trust executed six separate sales totaling 2,123,840 shares for $254,437,474.55 at blended average price of $119.80, reducing holdings by 0.4%. The timing is notable: these sales occurred as WMT traded near 52-week highs (current price $118.57 is -12.3% from the $135.16 peak), and the execution price range of $119.16–$121.07 captured elevated valuation. Prior WMT sales by this insider demonstrate strong timing execution—all 5 prior sales at this ticker showed negative 90-day returns (range -1.7% to -3.5%), indicating the insider has consistently sold ahead of subsequent declines. The cross-ticker track record reinforces this pattern: 90% well-timed rate across 20 prior sells with average 90-day return of -3.3%. This filing represents consistent behavior from a sophisticated, long-standing holder (509.85M shares remain post-sale) and suggests the insider viewed current prices as attractive exit points ahead of a broader valuation contraction now evident in the stock's -8.7% decline over the past 30 days.

Walton Family Holdings Trust sells 3,279,000 shares of WMT for $403,009,013.90 over two days in March 2026

Walton Family Holdings Trust, a 10% owner of Walmart, executed 3 separate sales totaling 3,279,000 shares for $403,009,013.90 at blended average price $122.91 on 2026-03-24 and 2026-03-25, reducing holdings by -0.6% to 513,524,456 shares post-transaction. The sales occurred near the 52-week highs (current price $122.18 is -8.8% from the 52-week high of $133.89), though 30-day price action is down -3.6% and 90-day action is up +9.3%. The trust's same-ticker history shows 5 prior sales at WMT executed on 2026-03-09 and 2026-03-11, immediately preceding these March 24–25 sales, indicating a sustained period of liquidation activity. Without a FLAG indicating a 10b5-1 trading plan, the timing and scale of these sales relative to recent price peaks warrant investor attention as a data point in the broader pattern of insider activity at this company.

Walton Family Trust sold 2,779,586 shares (0.5% of holdings) for $344.7M across 5 transactions on 2026-03-09 to 2026-03-11

Walton Family Holdings Trust, a 10% owner of Walmart, executed 5 separate sales totaling 2,779,586 shares for $344,734,293.33 at blended average price $124.02 between March 9 and March 11, 2026. This represents a modest 0.5% reduction in holdings, bringing post-transaction shares to 516,838,456 from 519,618,042. The sales occurred near the stock's 52-week range (current price $123.49 is 7.8% below the $133.89 high), with the 30-day change at −4.3% and 90-day change at +6.9%. Cross-ticker track record shows 20 prior sells with 0.00% well-timed rate (average 90d return +5.3%), indicating prior sales occurred before subsequent stock appreciation. Recent activity at WMT shows 5 prior sells within the past two weeks (2026-02-27 through 2026-03-04), with outcomes not yet measurable. The concentrated selling window and sustained multi-transaction pattern warrant investor attention to understand whether this reflects portfolio rebalancing by the family trust or a shift in position strategy.

Walton Family Holdings Trust sold 1,064,907 shares for $136,452,844.23 across 3 separate transactions in early March at blended average price of $128.14.

The Walton Family Holdings Trust executed 3 separate sales totaling 1,064,907 shares for $136,452,844.23 between March 2–4, 2026, at prices ranging from $128.00 to $128.16, representing a -0.2% reduction of pre-transaction holdings. The estate trust retains 519,618,042 shares post-sale, underscoring the scale of the Walton position at Walmart. The cross-ticker TRACK RECORD shows an uninspiring 0.00% well-timed rate across 20 prior sells, indicating a pattern of selling before subsequent appreciation rather than before declines. The timing here is ambiguous: the sales occurred while WMT was -4.5% from its 52-week high ($133.89), yet the stock's 30-day and 90-day momentum are both strongly positive (+3.0% and +11.3% respectively), and current price ($127.81) remains near transaction execution levels. Same-ticker history from late February shows 5 preceding dispositions with outcomes not yet measurable, suggesting sustained portfolio activity by this holder.

Walton Family Holdings Trust (10% Owner) sold 1,723,236 shares for $220,133,909.31 across 3 transactions Feb 26-27

Walton Family Holdings Trust executed 3 separate sales totaling 1,723,236 shares for $220,133,909.31 at blended average price $127.74, reducing holdings by 0.3% to 522,580,949 shares. The filing spans consecutive trading days (Feb 26-27) at prices ranging from $127.12 to $128.06, tracking closely with current price $127.95. Cross-ticker track record shows 20 prior sells with a well-timed rate of 0.00% (poor execution pattern), though at WMT specifically only 1 prior measurable outcome exists (Dec 19, 2025 sell up +4.5% in 30d, outcome not yet measurable at 90d). WMT trades at P/E 44.58 on $179.5B quarterly revenue with +5.1% annual growth; the stock is +9.8% over 30 days and +15.8% over 90 days, standing 4.4% below its 52-week high of $133.89. Given the modest portfolio reduction (-0.3%), the transaction timing near recent strength, and the weak historical timing record on prior cross-ticker sales, this appears routine portfolio management rather than a conviction signal.

Walton Family Holdings Trust sold 1,269,271 shares for $159.8M across four transactions (2026-02-23 to 2026-02-25).

The Walton Family Holdings Trust executed 4 separate sales totaling 1,269,271 shares for $159,835,160.53 over a three-day period, reducing holdings by 0.2% to 524,607,185 shares post-transaction. At a blended average price of $125.93, this represents a modest reduction from a dominant 524.6M-share position. The sales occurred at prices slightly below the current price of $125.75 and well below the 52-week high of $133.89, with WMT trading at -6.1% from its peak. Reviewing prior sales at WMT, the trust's one measurable outcome (2025-11-21 sell) posted a +16.2% 90-day return, indicating the stock rose after that prior sale — a poorly-timed outcome. The current filing shows no prior pattern of well-timed exits at this ticker, though intra-quarter price action (+6.9% 30-day, +15.3% 90-day) reflects upward momentum. This modest reduction in an otherwise stable mega-cap holding does not signal urgent revaluation but reflects incremental portfolio activity from a top-10 stakeholder.

Walton Family Holdings Trust sells 872,000 WMT shares for $99.6M at $114.26 blended average

Walton Family Holdings Trust executed 2 separate sales totaling 872,000 shares on 2025-12-19 at a blended average price of $114.26, raising $99,638,227.19. The transaction reduced holdings from 526.84M to 525.96M shares, representing a -0.2% decrease in position size. This is a modest reduction of a massive ownership stake held by a 10% owner. At the cross-ticker level, the insider's 20 prior open-market sells show an average 90-day return of +9.0%, with a well-timed rate of 0.00%, indicating the insider has historically sold and then watched the stock rise (poorly-timed sells). At WMT specifically, 5 recent prior trades are all very recent (November and December 2025) with outcomes not yet measurable, providing no comparative baseline for this transaction.