Public Stake Value
—
No US-listed stake on file
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
Builders VisionFounder
source ↗More
- 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.
Builders Vision, LLC (SEC-registered 13F filer, Chicago)Family office / investment entity of…
source ↗More
- Role
- Family office / investment entity of Builders Vision
WELLCO Mgmt Trust #4 (managing member of Walton Enterprises, LLC)Trustee and current beneficiary · as of Dec 2024
source ↗More
- 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
Walmart Inc.WMT · ~3.7% · as of Sep 2026 · ▼ 0.82%
source ↗More
- Ticker
- WMT
- Stake
- ~3.7% (Forbes calculation, held via Walton family entities)
- Stake as of
- 2026-09
Walmart Inc. - Walton Family Holdings Trust (trustee since Dec 18, 2024; trust held 603,989,702 WMT shares as of Dec 17, 2024)WMT · as of Dec 2024 · ▼ 0.82%
source ↗Chicago Bulls and United Center (minority, with wife Samantha; purchased from existing limited partners; Reinsdorf family retains control)10% · as of Jun 2026
source ↗S2G Investments (formerly S2G Ventures; co-founded 2014, spun out as independent SEC-registered adviser in 2024; Walton retains an ownership interest)ownership interest (undisclosed) · as of May 2024
source ↗Hatch Blue (aquaculture investment firm) - strategic minority GP stake via Builders Visionminority (undisclosed) · as of Feb 2026
source ↗First Solar, Inc. (historical: 22.5M shares at 2016 13D; fell to 5.19M shares / ~4.9% in Dec 2020, below 5% reporting threshold) (as of 2020)FSLR · ~4.9% · as of Dec 2020 · ▼ 0.96%
source ↗Investment vehicles
Builders Vision, LLCfamily office · CIK 1785504 · Files 13F
source ↗More
- 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.
Builders Vision Foundationtrust · CIK 1744321
source ↗More
- Type
- trust
- Notes
- Chicago; EDGAR shows only Form 144 filings (2024-2025).
Walton Enterprises, LLCholding co
source ↗More
- Type
- holding co
- Notes
- Walton family holding company for Walmart shares; Lukas's WELLCO Mgmt Trust #4 is a managing member.
Walton Family Holdings Trusttrust · CIK 1678632
source ↗More
- Type
- trust
- Notes
- Lukas T. Walton became an additional trustee Dec 18, 2024; trust files Forms 4/144 on Walmart.
Private deals
Bought 10% minority stake in Chicago Bulls and United Center (with Samantha Walton) from existing limited partners…Jun 2026
source ↗More
- 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
Builders Vision took a strategic minority GP stake in aquaculture investor Hatch BlueFeb 2026
source ↗Builders Vision participated in CREW Carbon Series A (per CB Insights investor profile; latest exit listed as…May 2026
source ↗More
- 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
10% minority stake in NBA Chicago Bulls and the United Center (2026)
source ↗Giving
Builders Initiative (Chicago private foundation; Lukas Walton listed as Director/CEO/Chair; ~$1.65B total assets FY2024)EIN 82-1503941
source ↗Walton Family Foundation (board member; Environment committee); Chair of Walton Conservation Coalition
source ↗Prices via Finnhub · as of Nov 11, 2026 12:24 PM ET. For information only.
What to watch
Walmart (Nasdaq: WMT) FY2027 Q3 earnings release - drives Walton family wealthNov 19, 2026
source ↗Builders Vision leadership transition: Walton moved from CEO to Executive Chairman of a new board; Matt Knott leading…
source ↗More
- In full
- Builders Vision leadership transition: Walton moved from CEO to Executive Chairman of a new board; Matt Knott leading the firm
Builders Vision 13F-HR for Q3 2026 (holdings to date filed as confidential)Nov 16, 2026
source ↗Chicago Bulls / United Center minority stake - NBA season and 1901 Project West Side redevelopment (~$7B) controlled…
source ↗More
- In full
- Chicago Bulls / United Center minority stake - NBA season and 1901 Project West Side redevelopment (~$7B) controlled by Reinsdorf/Wirtz families