Public Stake Value
—
No US-listed stake on file
Latest moves
No moves from Jim Walton & family in the digest yet. The archive grows every morning.
Recent SEC filings
No SEC filings in the last 90 days.
Form 4 insider trades post within 2 business days. 13F fund holdings can arrive 45 days after quarter end. New to filings? Read Filings 101.
Footprint
Companies
Walmart Inc. (family control via Walton Enterprises, LLC 44.21% + Walton Family Holdings Trust 6.53%)WMT · Nasdaq (moved from NYSE effective 9 Dec 2025) · Family control via Walton Enterprises · 50.74% · as of Feb 2026 · ▼ 0.82%
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- Ticker
- WMT
- Exchange
- Nasdaq (moved from NYSE effective 9 Dec 2025)
- Role
- Family control via Walton Enterprises (Jim was president of Walton Enterprises from 1975); son Steuart Walton is a Walmart director
- Stake
- 50.74% combined family vehicles (44.21% WE + 6.53% WFHT)
- Stake as of
- 2026-02-27 (Schedule 13D/A event date)
Walmart Inc. - Jim C. Walton direct holdingWMT · Nasdaq · Individual holder · 31,521,372 shares (0.39%) · as of Dec 2024 · ▼ 0.82%
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- Ticker
- WMT
- Exchange
- Nasdaq
- Role
- Individual holder; 3,222,342 directly owned shares pledged as collateral for unaffiliated credit lines (13D/A, Feb 2026)
- Stake
- 31,521,372 shares (0.39%)
- Stake as of
- 2024-12-31
Arvest Bank (Arvest Bank Group)Chairman
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- Role
- Chairman; bank almost entirely owned by the Walton family (Bentonville; AR, KS, OK, MO)
Community Publishers Inc. (newspapers in Arkansas, Missouri, Oklahoma)Chairman
source ↗Investment vehicles
Walton Enterprises, LLCholding co · CIK 0001535243
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- Type
- holding co
- Notes
- Delaware family holding co; 3,523,409,231 WMT shares (44.21%) incl. voting power over WFHT shares via irrevocable proxy. Managing membership interests of Rob, Jim and Alice were transferred Dec 2024 to WELLCO Mgmt Trusts #1-#4, which act by majority vote. Files Schedule 13D/Form 4, no 13F-HR seen.
Walton Family Holdings Trusttrust · CIK 0001678632
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- Type
- trust
- Notes
- Arizona trust; 499,835,752 WMT shares after 24 Jun 2026 distributions (6.53% at 27 Feb 2026). Regularly distributes shares to beneficiaries and sells shares (Form 4/Form 144 filings through Jun 2026). No 13F-HR seen.
WELLCO Mgmt Trust #1-#4trust
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- Type
- trust
- Notes
- Managing members of Walton Enterprises since Dec 2024 restructuring (per Schedule 13D).
Runway Group, LLC / Game Composites (Game Aerospace)holding co
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- Type
- holding co
- Notes
- Northwest Arkansas investment/aviation companies co-founded by Jim's son Steuart Walton (per Walmart 2026 proxy / 2024 13D); listed as family business vehicles only.
Private deals
WFHT sold ~1.06m WMT shares at ~$128 and distributed ~1.9m shares, 2-4 Mar 2026Mar 2026
source ↗Schedule 13D/A: family vehicles' holdings reduced >1% via distributions and salesFeb 2026
source ↗Jim Walton's Walton Enterprises managing membership interest transferred to a WELLCO Mgmt TrustDec 2024
source ↗Arvest acquired Bear State Financial (42 branches, $2.2bn assets) (2018 report)2018
source ↗Trophies
Community Publishers Inc. - regional newspaper group (AR, MO, OK) chaired by Jim Walton
source ↗Legal & regulatory
Walmart Spark Driver platform: FTC and state settlement entered 3 Mar 2026 - $100m judgment, ~$63m suspended for prior…
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- In full
- Walmart Spark Driver platform: FTC and state settlement entered 3 Mar 2026 - $100m judgment, ~$63m suspended for prior driver payments, ~$37m accrued; further subpoenas on driver classification/pay pending
Opioid litigation: Walmart settled DOJ civil suit (filed Dec 2020) and a False Claims Act qui tam for immaterial…
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- In full
- Opioid litigation: Walmart settled DOJ civil suit (filed Dec 2020) and a False Claims Act qui tam for immaterial amounts accrued as of 31 Jul 2026; Ohio MDL bellwether hospital case in discovery; two putative class actions in Canada
Mexico: COFECE found Walmex subsidiary engaged in a relative monopolistic practice (12 Dec 2024), fine MXN 93.4m…
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- In full
- Mexico: COFECE found Walmex subsidiary engaged in a relative monopolistic practice (12 Dec 2024), fine MXN 93.4m (~$5m); appeal filed 6 Jan 2025, payment stayed
Asda equal-value pay claims (~77,000 current/former employees, UK); Walmart retains defence/indemnity…
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- In full
- Asda equal-value pay claims (~77,000 current/former employees, UK); Walmart retains defence/indemnity post-divestiture; phase-three hearing 23 Nov 2026
Walmart received ~$2.9bn of tariff refunds in quarter ended 31 Jul 2026 (gain contingency)
source ↗Arvest: former Benton County branch CEO sentenced in Jan 2016 to 97 months for loan fraud (older item)
source ↗Giving
Walton Family Foundation, Inc. (Bentonville, AR; 2024 revenue $1.15bn, assets $6.14bn; $548.8m grants in 2024)EIN 13-3441466
source ↗Prices via Finnhub · as of Nov 11, 2026 12:24 PM ET. For information only.
What to watch
Asda equal-value claims phase-three hearing (Walmart indemnity exposure)Nov 23, 2026
source ↗Further Walton Family Holdings Trust share distributions/sales via Form 4 and Form 144 (active cadence Feb-Jun 2026)
source ↗Walmart next quarterly results (Q3 FY2027); Q2 results were filed on 8-K 20 Aug 2026 - date not confirmed
source ↗Opioid MDL bellwether hospital case and ongoing Spark driver classification subpoenas
source ↗Jim Walton's pledged WMT shares (3,222,342 pledged for unaffiliated credit lines) - watch amendments
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