WMTNasdaqRetail-Variety StoresFiscal year ends January 31
Walmart Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 28, 2026
$118.70−0.11 (-0.09%)
Close on Oct 19, 2026
- Market cap
- $946.99B
- P/E (TTM)
- 42.9
- Dividend yield
- 0.79%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
37.4%
2.97B of 7.93B shares
Institutional holders
4,397
206 new, 186 sold out
Net institutional buying
74M
In Q2 2026
Insider trades, 12 months
0 buys · 104 sales
Net sold $2.95B
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Walton Enterprises, LLC | 3,523,409,231 | 44.21% | 13D (active) amendment | Feb 27, 2026 |
| Walmart Inc. | 3,502,879 | 11.30% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WMT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 354,196,208 | 4.46% | $40.12B | +1,110,560 | 0.60% |
| Vanguard Capital Management LLC | 286,350,346 | 3.61% | $32.43B | +1,497,571 | 0.69% |
| State Street Corp | 188,036,646 | 2.37% | $21.30B | +2,107,781 | 0.63% |
| Invesco Ltd. | 148,459,333 | 1.87% | $16.81B | +2,356,515 | 1.33% |
| Geode Capital Management, LLC | 106,449,749 | 1.34% | $12.00B | +593,609 | 0.64% |
| JPMorgan Chase & Co | 96,309,921 | 1.21% | $11.04B | −26,159,864 | 0.61% |
| Vanguard Portfolio Management LLC | 94,765,592 | 1.19% | $10.73B | +1,068,814 | 0.48% |
| Morgan Stanley | 88,318,921 | 1.11% | $10.00B | +2,412,450 | 0.53% |
| Bank Of America Corp /De/ | 65,823,155 | 0.83% | $7.46B | −21,092 | 0.48% |
| Norges Bank | 57,423,929 | 0.72% | $6.50B | New | 0.65% |
| Goldman Sachs Group Inc | 42,255,005 | 0.53% | $4.79B | +4,185,823 | 0.42% |
| Fisher Asset Management, LLC | 41,493,173 | 0.52% | $4.70B | +515,417 | 1.40% |
| Northern Trust Corp | 40,990,221 | 0.52% | $4.64B | −775,083 | 0.54% |
| State Farm Mutual Automobile Insurance Co | 38,994,947 | 0.49% | $4.42B | – | 3.02% |
| FMR LLC | 31,265,128 | 0.39% | $3.54B | −512,321 | 0.15% |
| Charles Schwab Investment Management Inc | 30,500,618 | 0.38% | $3.45B | +142,298 | 0.46% |
| Wells Fargo & Company/Mn | 28,786,662 | 0.36% | $3.26B | −495,688 | 0.53% |
| Bank of New York Mellon Corp | 27,159,366 | 0.34% | $3.08B | −982,674 | 0.50% |
| Royal Bank of Canada | 27,048,733 | 0.34% | $3.06B | −744,001 | 0.46% |
| Ameriprise Financial Inc | 27,033,202 | 0.34% | $3.06B | −183,926 | 0.62% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4,397 | 2.97B | 37.4% | 206 / 1878 | 1845 / 186 | 180M | 106M |
| Q1 2026 | 4,453 | 2.90B | 36.6% | 287 / 1725 | 1975 / 166 | 667M | 257M |
| Q4 2025 | 4,401 | 2.94B | 37.1% | 551 / 1684 | 1660 / 93 | 254M | 230M |
| Q3 2025 | 4,028 | 2.93B | 36.9% | 216 / 1801 | 1547 / 97 | 239M | 164M |
| Q2 2025 | 3,973 | 2.85B | 36.0% | 265 / 1682 | 1633 / 116 | 135M | 104M |
| Q1 2025 | 3,878 | 2.83B | 35.7% | 201 / 1607 | 1684 / 169 | 188M | 157M |
| Q4 2024 | 3,915 | 2.84B | 35.7% | 596 / 1396 | 1468 / 72 | 152M | 113M |
| Q3 2024 | 3,461 | 2.83B | 35.6% | 280 / 1450 | 1373 / 94 | 437M | 124M |
| Q2 2024 | 3,316 | 2.81B | 35.5% | 250 / 1507 | 1227 / 96 | 146M | 272M |
| Q1 2024 | 3,209 | 2.95B | 37.2% | 270 / 1427 | 1246 / 106 | 232M | 138M |
| Q4 2023 | 3,086 | 2.89B | 36.4% | 361 / 1160 | 1175 / 152 | 257M | 134M |
| Q3 2023 | 2,926 | 2.77B | 34.9% | 174 / 1318 | 1046 / 96 | 125M | 115M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WMT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 139,175,621 | 1.75% | $15.76B | 0.69% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 113,607,757 | 1.43% | $12.87B | 0.77% | Jun 30, 2026 |
| Invesco QQQ Trust, Series 1 | 103,550,078 | 1.31% | $11.73B | 2.39% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 60,303,586 | 0.76% | $6.83B | 0.77% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 56,096,931 | 0.71% | $6.49B | 0.78% | May 31, 2026 |
| Vanguard Value Index Fund | 41,726,278 | 0.53% | $4.73B | 1.86% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 24,804,699 | 0.31% | $2.76B | 2.11% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 23,799,459 | 0.30% | $2.70B | 0.77% | Jun 30, 2026 |
| Invesco NASDAQ 100 ETF | 20,771,444 | 0.26% | $2.40B | 2.47% | May 31, 2026 |
| State Street(R) Consumer Staples Select Sector SPDR(R) ETF | 13,019,315 | 0.16% | $1.47B | 10.80% | Jun 30, 2026 |
| JPMorgan Large Cap Growth Fund | 11,808,678 | 0.15% | $1.34B | 1.10% | Jun 30, 2026 |
| Vanguard Consumer Staples Index Fund | 11,725,739 | 0.15% | $1.36B | 14.71% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 10,455,416 | 0.13% | $1.18B | 0.77% | Jun 30, 2026 |
| Schwab S&P 500 Index Fund | 9,792,094 | 0.12% | $1.09B | 0.75% | Jul 31, 2026 |
| Six Circles U.S. Unconstrained Equity Fund | 9,729,936 | 0.12% | $1.10B | 3.08% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John R. Furner | President & CEO, Director | 792,470 | 0.01% | Sep 18, 2026 |
| Christopher James Nicholas | Executive Vice President | 566,253 | 0.01% | Sep 18, 2026 |
| David W. Guggina | Executive Vice President | 124,724 | 0.00% | Sep 9, 2026 |
| Dwayne M. Milum | SVP & Controller | 49,030 | 0.00% | Sep 9, 2026 |
| Seth Dallaire | Executive Vice President | 527,772 | 0.01% | Sep 9, 2026 |
| Latriece Watkins | Executive Vice President | 117,326 | 0.00% | Sep 9, 2026 |
| Daniel J. Bartlett | Executive Vice President | 622,349 | 0.01% | Sep 2, 2026 |
| Daniel Danker | Executive Vice President | 201,672 | 0.00% | Aug 27, 2026 |
| Erin Nealy Cox | Executive Vice President | – | – | Apr 17, 2026 |
| Donna Morris | Executive Vice President | 522,735 | 0.01% | Mar 11, 2026 |
| John D. Rainey | Executive Vice President | 576,928 | 0.01% | Mar 11, 2026 |
| Suresh Kumar | Chief Technology Officer | 1,798,565 | 0.02% | Mar 11, 2026 |
| Rachel L. Brand | Executive Vice President | 463,999 | 0.01% | Feb 3, 2026 |
| Kathryn J. McLay | Executive Vice President | 924,621 | 0.01% | Feb 3, 2026 |
| David Chojnowski | Senior Vice President | 121,632 | 0.00% | Feb 3, 2026 |
| Robert Edward Moritz Jr. | Director | 14,032 | 0.00% | Jul 2, 2026 |
| Carla A. Harris | Director | 52,188 | 0.00% | Jul 2, 2026 |
| Marissa A. Mayer | Director | 133,413 | 0.00% | Jul 2, 2026 |
| Cesar Conde | Director | 33,777 | 0.00% | Jul 2, 2026 |
| Randall L. Stephenson | Director | 67,445 | 0.00% | Jul 2, 2026 |
| Sarah Friar | Director | 62,376 | 0.00% | Jul 2, 2026 |
| Shishir Mehrotra | Director | 3,475 | 0.00% | Jul 2, 2026 |
| Steuart L. Walton | Director | 176,275 | 0.00% | Jul 2, 2026 |
| Gregory Boyd Penner | Director | 1,711,744 | 0.02% | Jul 2, 2026 |
| Thomas W. Horton | Director | 59,848 | 0.00% | Jun 8, 2026 |
| C. Douglas McMillon | Director | 5,234,285 | 0.07% | May 29, 2026 |
| Timothy Patrick Flynn | Director | 156,289 | 0.00% | Apr 2, 2026 |
| Brian R. Niccol | Director | 9,616 | 0.00% | Apr 2, 2026 |
| Family Holdings Trust Walton | 10% owner | 499,835,752 | 6.30% | Jun 25, 2026 |
| Jim C. Walton | 10% owner | 31,521,372 | 0.40% | Dec 19, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John R. Furner President & CEO, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −7,080 | $106.50 | $754.02K | 653,957 |
| John R. Furner President & CEO, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −6,045 | $106.84 | $645.85K | 647,912 |
| Christopher James Nicholas Executive Vice President | Sep 17, 2026 | Sale(10b5-1 plan) | −1,395 | $106.83 | $149.03K | 566,253 |
| Christopher James Nicholas Executive Vice President | Sep 17, 2026 | Sale(10b5-1 plan) | −1,505 | $106.49 | $160.27K | 567,648 |
| Dwayne M. Milum SVP & Controller | Sep 8, 2026 | Tax withholding | −121.18 | $107.14 | $12.98K | 49,030 |
| David W. Guggina Executive Vice President | Sep 8, 2026 | Tax withholding | −117.73 | $107.14 | $12.61K | 124,724 |
| Latriece Watkins Executive Vice President | Sep 8, 2026 | Tax withholding | −227.11 | $107.14 | $24.33K | 115,655 |
| Seth Dallaire Executive Vice President | Sep 8, 2026 | Tax withholding | −386.62 | $107.14 | $41.42K | 377,243 |
| Daniel J. Bartlett Executive Vice President | Sep 1, 2026 | Sale(10b5-1 plan) | −3,950 | $105.14 | $415.30K | 622,349 |
| Daniel Danker Executive Vice President | Aug 26, 2026 | Sale(10b5-1 plan) | −50,644 | $105.35 | $5.34M | 201,672 |
| Daniel Danker Executive Vice President | Aug 25, 2026 | Tax withholding | −52,458.81 | $106.49 | $5.59M | 252,316 |
| Christopher James Nicholas Executive Vice President | Aug 20, 2026 | Sale(10b5-1 plan) | −2,900 | $106.34 | $308.39K | 569,153 |
| David W. Guggina Executive Vice President | Aug 11, 2026 | Tax withholding | −117.73 | $112.66 | $13.26K | 124,842 |
| Dwayne M. Milum SVP & Controller | Aug 11, 2026 | Tax withholding | −121.18 | $112.66 | $13.65K | 49,152 |
| Latriece Watkins Executive Vice President | Aug 11, 2026 | Tax withholding | −227.11 | $112.66 | $25.59K | 115,882 |
| Seth Dallaire Executive Vice President | Aug 11, 2026 | Tax withholding | −386.62 | $112.66 | $43.56K | 377,629 |
| Daniel J. Bartlett Executive Vice President | Aug 3, 2026 | Sale(10b5-1 plan) | −3,710 | $113.10 | $419.60K | 626,299 |
| Christopher James Nicholas Executive Vice President | Jul 16, 2026 | Sale(10b5-1 plan) | −1,261 | $114.48 | $144.36K | 572,053 |
| Christopher James Nicholas Executive Vice President | Jul 16, 2026 | Sale(10b5-1 plan) | −1,639 | $113.87 | $186.63K | 573,314 |
| Seth Dallaire Executive Vice President | Jul 14, 2026 | Tax withholding | −386.62 | $114.78 | $44.38K | 378,016 |
| Dwayne M. Milum SVP & Controller | Jul 14, 2026 | Tax withholding | −121.18 | $114.78 | $13.91K | 49,273 |
| David W. Guggina Executive Vice President | Jul 14, 2026 | Tax withholding | −117.73 | $114.78 | $13.51K | 124,960 |
| Latriece Watkins Executive Vice President | Jul 14, 2026 | Tax withholding | −227.11 | $114.78 | $26.07K | 116,110 |
| Daniel J. Bartlett Executive Vice President | Jul 1, 2026 | Sale(10b5-1 plan) | −3,775 | $109.64 | $413.89K | 630,009 |
| Gregory Boyd Penner Director | Jun 30, 2026 | Award | +502 | $113.26 | $56.86K | 263,110 |
| Steuart L. Walton Director | Jun 30, 2026 | Award | +309 | $113.26 | $35.00K | 82,621 |
| Shishir Mehrotra Director | Jun 30, 2026 | Award | +254 | $113.26 | $28.77K | 3,475 |
| Sarah Friar Director | Jun 30, 2026 | Award | +309 | $113.26 | $35.00K | 62,376 |
| Randall L. Stephenson Director | Jun 30, 2026 | Award | +419 | $113.26 | $47.46K | 67,445 |
| Carla A. Harris Director | Jun 30, 2026 | Award | +155 | $113.26 | $17.56K | 52,188 |
| Marissa A. Mayer Director | Jun 30, 2026 | Award | +254 | $113.26 | $28.77K | 133,413 |
| Cesar Conde Director | Jun 30, 2026 | Award | +254 | $113.26 | $28.77K | 33,777 |
| Robert Edward Moritz Jr. Director | Jun 30, 2026 | Award | +276 | $113.26 | $31.26K | 14,032 |
| Family Holdings Trust Walton 10% owner | Jun 24, 2026 | Other | −1,703,000 | – | – | 499,835,752 |
| Family Holdings Trust Walton 10% owner | Jun 23, 2026 | Other | −767,000 | – | – | 501,538,752 |
| Christopher James Nicholas Executive Vice President | Jun 18, 2026 | Sale(10b5-1 plan) | −2,900 | $118.19 | $342.75K | 574,953 |
| Family Holdings Trust Walton 10% owner | Jun 16, 2026 | Sale | −24,716 | $122.42 | $3.03M | 502,305,752 |
| Family Holdings Trust Walton 10% owner | Jun 16, 2026 | Sale | −539,737 | $121.78 | $65.73M | 502,330,468 |
| Family Holdings Trust Walton 10% owner | Jun 16, 2026 | Sale | −3,860,251 | $120.99 | $467.05M | 502,870,205 |
| Family Holdings Trust Walton 10% owner | Jun 16, 2026 | Other | −886,000 | – | – | 506,730,456 |
| Latriece Watkins Executive Vice President | Jun 16, 2026 | Tax withholding | −3,667.21 | $120.82 | $443.07K | 116,308 |
| Daniel J. Bartlett Executive Vice President | Jun 15, 2026 | Sale(10b5-1 plan) | −1,385 | $119.83 | $165.96K | 633,784 |
| David W. Guggina Executive Vice President | Jun 10, 2026 | Sale(10b5-1 plan) | −11,978 | $119.82 | $1.44M | 125,067 |
| Shishir Mehrotra Director | Jun 4, 2026 | Award | +1,935 | – | – | 3,221 |
| Steuart L. Walton Director | Jun 4, 2026 | Award | +1,935 | – | – | 82,312 |
| Randall L. Stephenson Director | Jun 4, 2026 | Award | +1,935 | – | – | 66,981 |
| Sarah Friar Director | Jun 4, 2026 | Award | +1,935 | – | – | 62,067 |
| Gregory Boyd Penner Director | Jun 4, 2026 | Award | +2,881 | – | – | 262,608 |
| Cesar Conde Director | Jun 4, 2026 | Award | +1,935 | – | – | 33,523 |
| Marissa A. Mayer Director | Jun 4, 2026 | Award | +1,935 | – | – | 133,159 |
| Carla A. Harris Director | Jun 4, 2026 | Award | +1,935 | – | – | 52,033 |
| Thomas W. Horton Director | Jun 4, 2026 | Award | +1,935 | – | – | 59,848 |
| Robert Edward Moritz Jr. Director | Jun 4, 2026 | Award | +1,935 | – | – | 13,742 |
| Family Holdings Trust Walton 10% owner | Jun 2, 2026 | Sale | −143,038 | $114.16 | $16.33M | 507,616,456 |
| Family Holdings Trust Walton 10% owner | Jun 2, 2026 | Sale | −1,628,295 | $113.24 | $184.39M | 507,759,494 |
| Seth Dallaire Executive Vice President | Jun 2, 2026 | Tax withholding | −388.42 | $114.60 | $44.51K | 378,402 |
| Latriece Watkins Executive Vice President | Jun 2, 2026 | Tax withholding | −228.17 | $114.60 | $26.15K | 119,975 |
| David W. Guggina Executive Vice President | Jun 2, 2026 | Tax withholding | −118.27 | $114.60 | $13.55K | 137,045 |
| Dwayne M. Milum SVP & Controller | Jun 2, 2026 | Tax withholding | −121.74 | $114.60 | $13.95K | 49,387 |
| Daniel J. Bartlett Executive Vice President | May 29, 2026 | Gift | −424 | – | – | 635,169 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Latriece Watkins Officer | Oct 14, 2026 | 5,000 | $575.00K | Oct 14, 2026 | Restricted Stock Vesting |
| Daniel J. Bartlett Officer | Oct 1, 2026 | 3,990 | $416.60K | Oct 1, 2026 | Exec PSU Share Grant 01/31/2023 |
| John R. Furner Officer, Director | Sep 17, 2026 | 39,375 | $4.23M | Sep 17, 2026 | STOCK AWARD |
| Daniel J. Bartlett Officer | Sep 1, 2026 | 3,950 | $415.30K | Sep 1, 2026 | Exec PSU Share Grant 1/31/2023 |
| Daniel Danker Officer | Aug 26, 2026 | 50,644 | $5.34M | Aug 26, 2026 | Restricted Stock Vesting |
| Christopher James Nicholas Officer | Aug 20, 2026 | 8,700 | $922.20K | Aug 20, 2026 | RSU/A Award VIA |
| Daniel J. Bartlett Officer | Aug 3, 2026 | 3,710 | $419.60K | Aug 3, 2026 | Exec PSU Share Grant 1/31/2023 |
| P. Flynn Timothy Former Director | Jul 28, 2026 | 5,936 | $683.92K | Jul 28, 2026 | Equity grants pursuant to the issuer’s equity compensation plans |
| P. Flynn Timothy Former Director | Jul 16, 2026 | 10,000 | $1.15M | Jul 16, 2026 | Equity grants pursuant to the issuer’s equity compensation plans |
| Daniel J. Bartlett Officer | Jul 1, 2026 | 3,775 | $413.89K | Jul 1, 2026 | Exec PSU Share Grant 01/31/2023 |
| The Walton Family Foundation, Inc. Other: Shareholder | Jun 26, 2026 | 1,703,000 | $197.02M | Jun 26, 2026 | Charitable Contribution |
| Douglas McMillon C. Former Director | Jun 25, 2026 | 58,248 | $6.96M | Jun 25, 2026 | Equity grants pursuant to the issuer's equity compensation plans |
| The Walton Family Foundation, Inc. Other: Shareholder | Jun 25, 2026 | 767,000 | $88.80M | Jun 25, 2026 | Charitable Contribution |
| Daniel J. Bartlett Officer | Jun 15, 2026 | 1,385 | $165.96K | Jun 15, 2026 | Exec PSU Share Grant 1/31/2023 |
| David W. Guggina Officer | Jun 10, 2026 | 11,978 | $1.44M | Jun 10, 2026 | Restricted Stock Vesting |