Latest moves
No moves from Lukas Walton in the digest yet. The archive grows every morning.
Recent SEC filings
SEC filings · 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
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- Role
- Founder; Executive Chairman (stepped back from CEO role in 2026 to chair newly formed board; Matt Knott took the helm). Platform manages over $15 billion across food & agriculture, energy and oceans.
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- Role
- Family office / investment entity of Builders Vision
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- Role
- Trustee and current beneficiary; the John T. Walton Estate Trust was amended into this trust on Dec 18, 2024, making it one of four managing members of Walton Enterprises, which held 3,002,673,393 Walmart shares as of Dec 17, 2024
- Stake as of
- 2024-12-18
Stakes
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- Ticker
- WMT
- Stake
- ~3.7% (Forbes calculation, held via Walton family entities)
- Stake as of
- 2026-09
Investment vehicles
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- Type
- family office
- Notes
- Chicago. Files 13F-HR quarterly (latest for period 2026-06-30, filed 2026-08-13) but reports 0 public entries with holdings marked confidential; also filed N-PX in Aug 2026.
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- Type
- trust
- Notes
- Chicago; EDGAR shows only Form 144 filings (2024-2025).
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- Type
- holding co
- Notes
- Walton family holding company for Walmart shares; Lukas's WELLCO Mgmt Trust #4 is a managing member.
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- Type
- trust
- Notes
- Lukas T. Walton became an additional trustee Dec 18, 2024; trust files Forms 4/144 on Walmart.
Private deals
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- In full
- Bought 10% minority stake in Chicago Bulls and United Center (with Samantha Walton) from existing limited partners; team valued ~$6.45B by CNBC
- Date
- 2026-06-26
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- In full
- Builders Vision participated in CREW Carbon Series A (per CB Insights investor profile; latest exit listed as Oceanium, July 2026)
- Date
- 2026-05-14
Trophies
Giving
Research gaps: No reported real-estate transactions found (Wikipedia lists residences in Jackson, WY and Chicago only). Exact Bulls purchase price and NBA approval/closing date not confirmed (CNBC/Forbes/Crain's pages blocked 403; details from Yahoo Sports/search snippets). Exact date of Builders Vision CEO transition not verified. Builders Vision 13F holdings are confidential. No lawsuits/regulatory actions found. Q3 2026 13F deadline (Nov 16) is the statutory 45-day deadline, not a company-announced date. Web search budget ran out mid-research, limiting depth on Builders Vision portfolio deals.
Prices via Finnhub · as of Sep 24, 2026 4:00 PM ET. For information only.
What to watch
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- In full
- Builders Vision leadership transition: Walton moved from CEO to Executive Chairman of a new board; Matt Knott leading the firm
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- In full
- Chicago Bulls / United Center minority stake - NBA season and 1901 Project West Side redevelopment (~$7B) controlled by Reinsdorf/Wirtz families