Public Stake Value
—
No US-listed stake on file
Latest moves
No moves from Rob 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) · Retired chairman · 50.74% · as of Feb 2026 · ▼ 0.82%
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- Ticker
- WMT
- Exchange
- Nasdaq (moved from NYSE effective 9 Dec 2025)
- Role
- Retired chairman (chair 1992-2015); family control. Son-in-law Greg Penner is non-executive chairman; Steuart Walton is a director (2026 proxy)
- 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. - S. Robson Walton direct holdingWMT · Nasdaq · Individual holder · 7,029,557 shares (0.09%) · as of Dec 2024 · ▼ 0.82%
source ↗Denver Broncos (NFL) - Walton-Penner Family Ownership GroupPrincipal owner in group
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- Role
- Principal owner in group; Greg Penner is CEO/controlling owner recognised by NFL
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).
Private deals
Walton Family Holdings Trust sold ~1.06m WMT shares at ~$128 and distributed ~1.9m shares to beneficiaries, 2-4 Mar 2026Mar 2026
source ↗WFHT distributed 2.47m WMT shares to beneficiaries for no consideration, 23-24 Jun 2026Jun 2026
source ↗Schedule 13D/A: family vehicles' holdings fell >1% via distributions and sales 'to meet investment, personal, and…Feb 2026
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- In full
- Schedule 13D/A: family vehicles' holdings fell >1% via distributions and sales 'to meet investment, personal, and charitable objectives of the beneficiaries'
- Date
- 2026-02-27
Walton Enterprises restructuring: managing membership interests of Rob, Jim and Alice transferred to WELLCO Mgmt…Dec 2024
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- In full
- Walton Enterprises restructuring: managing membership interests of Rob, Jim and Alice transferred to WELLCO Mgmt Trusts; first Schedule 13D filed
- Date
- 2024-12-18
Trophies
Denver Broncos - bought by Walton-Penner group from Pat Bowlen estate for $4.65bn (agreement 7 Jun 2022, NFL approval…
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- In full
- Denver Broncos - bought by Walton-Penner group from Pat Bowlen estate for $4.65bn (agreement 7 Jun 2022, NFL approval Aug 2022); group also includes Mellody Hobson, Condoleezza Rice, Lewis Hamilton
Noted collector of vintage sports cars
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 ↗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
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