Walton Family Holdings Trust (WMT) trims Walmart stake with sales, distribution
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Walton Family Holdings Trust reduced its Walmart stake through open-market sales and a share distribution. On June 16, 2026, the trust sold 24,716 Walmart common shares at a weighted average price of $122.4183, 539,737 shares at $121.7820, and 3,860,251 shares at $120.9850.
On the same date, the trust also distributed 886,000 shares, for no consideration, to a beneficiary of the trust. The sale prices reflect weighted averages for trades executed in multiple lots within stated price ranges.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 4,424,704 shares ($535,788,409)
Net Sell
4 txns
Insider
Walton Family Holdings Trust
Role
null
Sold
4,424,704 shs ($535.79M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common | 886,000 | $0.00 | -- |
| Sale | Common | 3,860,251 | $120.985 | $467.03M |
| Sale | Common | 539,737 | $121.782 | $65.73M |
| Sale | Common | 24,716 | $122.4183 | $3.03M |
Holdings After Transaction:
Common — 506,730,456 shares (Direct, null)
Footnotes (1)
- 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. 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. 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. 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.
Key Figures
Shares sold (trade 1): 24,716 shares
Price (trade 1): $122.4183 per share
Shares sold (trade 2): 539,737 shares
+5 more
8 metrics
Shares sold (trade 1)
24,716 shares
Open-market sale at $122.4183 per share on June 16, 2026
Price (trade 1)
$122.4183 per share
Weighted average sale price for 24,716 shares
Shares sold (trade 2)
539,737 shares
Open-market sale at $121.7820 per share on June 16, 2026
Price (trade 2)
$121.7820 per share
Weighted average sale price for 539,737 shares
Shares sold (trade 3)
3,860,251 shares
Open-market sale at $120.9850 per share on June 16, 2026
Price (trade 3)
$120.9850 per share
Weighted average sale price for 3,860,251 shares
Total shares sold
4,424,704 shares
Aggregate open-market sales reported in transactionSummary
Shares distributed
886,000 shares
Distribution for no consideration to a beneficiary of the trust
Key Terms
open-market sale, weighted average sale price, distribution, beneficiary, +1 more
5 terms
open-market sale financial
"transaction_action": "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
weighted average sale price financial
"The price reported above reflects the weighted average sale price."
distribution financial
"The transaction is a distribution of 886,000 shares of Common Stock, for no consideration"
A distribution is a payment or transfer of value from a company, fund, or trust to its shareholders or unit holders, commonly made in cash, additional shares, or other assets. Investors care because distributions provide income, reflect how much cash a business or fund can return to owners, can influence yield and taxable income, and often affect the share price much like a store handing out a portion of its profits to customers.
beneficiary financial
"by the Walton Family Holdings Trust to a beneficiary of the Trust."
more than ten percent owner financial
"is_ten_percent_owner": 1"
FAQ
What did Walton Family Holdings Trust do in this Walmart (WMT) Form 4?
Walton Family Holdings Trust reported selling Walmart common shares in several open-market transactions and distributing additional shares to a beneficiary. These moves modestly reduced the trust’s reported holdings while also transferring ownership of some shares without receiving cash consideration.
Were the Walmart (WMT) insider transactions open-market trades?
Three of the reported transactions are coded as open-market sales of Walmart common stock. Footnotes explain each was executed in multiple trades within specified price ranges, with the filing reporting a single weighted average sale price for each transaction.
Who is the reporting person in this Walmart (WMT) Form 4 filing?
The reporting person is Walton Family Holdings Trust, identified in the filing as a more than ten percent owner of Walmart Inc. The trust reported direct ownership of the shares involved in the sales and the share distribution to a beneficiary.