Filing Details
- Accession Number:
- 0001140361-25-002729
- Form Type:
- 13G Filing
- Publication Date:
- 2025-01-30 19:00:00
- Filed By:
- WALTON S ROBSON
- Company:
- Walmart Inc. (NYSE:WMT)
- Filing Date:
- 2025-01-31
- SEC Url:
- 13G Filing
Ownership Summary
Please notice the below summary table is generated without human intervention and may contain errors. Please refer to the complete filing displayed below for exact figures.
| Name | Beneficially Owned Number of Shares | Beneficially Owned Number of Aggregate Shares | Percent of Class |
|---|---|---|---|
| WALTON S ROBSON | 0 | 7,029,557 | 0.09% |
| John T. Walton Estate Trust | 0 | 0 | 0% |
| Jim C. Walton | 0 | 31,521,372 | 0.39% |
| Alice L. Walton | 0 | 20,245,740 | 0.25% |
Filing
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
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UNDER THE SECURITIES EXCHANGE ACT OF 1934
|
(Amendment No. 44)
|
Walmart Inc. (Name of Issuer) |
Common Stock (Title of Class of Securities) |
931142103 (CUSIP Number) |
12/31/2024 (Date of Event Which Requires Filing of this Statement) |
| Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
 Rule 13d-1(b)
|
| Rule 13d-1(c)
|
 Rule 13d-1(d)
|
SCHEDULE 13G
|
| CUSIP No. | 931142103 |
| 1 | Names of Reporting Persons
WALTON S ROBSON | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
7,029,557.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
0.09 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IN |
Comment for Type of Reporting Person: For additional information regarding rows 5 through 9, see Exhibit 1 and the footnotes thereto.
SCHEDULE 13G
|
| CUSIP No. | 931142103 |
| 1 | Names of Reporting Persons
John T. Walton Estate Trust | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
0.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
0 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person: For additional information regarding rows 5 through 9, see Exhibit 1 and the footnotes thereto.
SCHEDULE 13G
|
| CUSIP No. | 931142103 |
| 1 | Names of Reporting Persons
Jim C. Walton | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
31,521,372.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
0.39 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IN |
Comment for Type of Reporting Person: For additional information regarding rows 5 through 9, see Exhibit 1 and the footnotes thereto.
SCHEDULE 13G
|
| CUSIP No. | 931142103 |
| 1 | Names of Reporting Persons
Alice L. Walton | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
20,245,740.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
0.25 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IN |
Comment for Type of Reporting Person: For additional information regarding rows 5 through 9, see Exhibit 1 and the footnotes thereto.
SCHEDULE 13G
|
| Item 1. | ||
| (a) | Name of issuer:
Walmart Inc. | |
| (b) | Address of issuer's principal executive offices:
702 S.W. 8th Street, Bentonville, Arkansas, 72716 | |
| Item 2. | ||
| (a) | Name of person filing:
S. Robson Walton;
John T. Walton Estate Trust;
Jim C. Walton; and
Alice L. Walton | |
| (b) | Address or principal business office or, if none, residence:
The principal business office of each person named in Item 2(a) above is P.O. Box 1860, Bentonville, Arkansas 72712. | |
| (c) | Citizenship:
Each individual filing this Schedule 13G is a citizen of the United States. The John T. Walton Estate Trust is subject to and governed by United States Federal and State laws. | |
| (d) | Title of class of securities:
Common Stock | |
| (e) | CUSIP No.:
931142103 | |
| Item 3. | If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: | |
| (a) | Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
| |
| (b) | Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
| |
| (c) | Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
| |
| (d) | Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
| |
| (e) | An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
| |
| (f) | An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
| |
| (g) | A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
| |
| (h) | A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
| |
| (i) | A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
| |
| (j) | A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution: | |
| (k) | Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
| |
| Item 4. | Ownership | |
| (a) | Amount beneficially owned:
See Exhibit 1 hereto. | |
| (b) | Percent of class:
See Exhibit 1 hereto. | |
| (c) | Number of shares as to which the person has:
| |
| (i) Sole power to vote or to direct the vote:
See Exhibit 1 hereto. | ||
| (ii) Shared power to vote or to direct the vote:
See Exhibit 1 hereto. | ||
| (iii) Sole power to dispose or to direct the disposition of:
See Exhibit 1 hereto. | ||
| (iv) Shared power to dispose or to direct the disposition of:
See Exhibit 1 hereto. | ||
| Item 5. | Ownership of 5 Percent or Less of a Class. | |
|
Ownership of 5 percent or less of a class
| ||
| Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. | |
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
As a result of the events described in Exhibit 1 - Item 4 hereto, Walton Enterprises, LLC and Walton Family Holdings Trust have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the shares beneficially owned by each such entity. | ||
| Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person. | |
Not Applicable
| ||
| Item 8. | Identification and Classification of Members of the Group. | |
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
See Exhibit 1 - Item 8 hereto. | ||
| Item 9. | Notice of Dissolution of Group. | |
Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5.
See Exhibit 1 - Item 9 hereto. | ||
| Item 10. | Certifications: |
Not Applicable
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| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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Exhibit Information
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Exhibit 1 - Additional Information |