Disclaimer: The TipRanks Smart Score performance is based on backtested results. Backtested performance is not an indicator of future actual results. The results reflect performance of a strategy not historically offered to investors and does not represent returns that any investor actually attained. Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which may or may not be testable and are subject to losses. General assumptions include: XYZ firm would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Changes in these assumptions may have a material impact on the backtested returns presented. Certain assumptions have been made for modeling purposes and are unlikely to be realized. No representations and warranties are made as to the reasonableness of the assumptions. This information is provided for illustrative purposes only. Backtested performance is developed with the benefit of hindsight and has inherent limitations. Specifically, backtested results do not reflect actual trading or the effect of material economic and market factors on the decision-making process. Since trades have not actually been executed, results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the decision-making process. Further, backtesting allows the security selection methodology to be adjusted until past returns are maximized. Actual performance may differ significantly from backtested performance. Backtested results are adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, are presented gross-of fees and do not include the effect of backtested transaction costs, management fees, performance fees or expenses, if applicable. Please note all regulatory considerations regarding the presentation of fees must be taken into account. No cash balance or cash flow is included in the calculation.
FAQs
Who are the owners of Walmart stock? ›
Jim Walton, Alice Walton, and Rob Walton are the top three individual shareholders of Walmart. Walmart's largest institutional investors include the John T. Walton Estate Trust, Vanguard Group, and BlackRock.
Is Walmart still owned by the Walton family? ›The Walton family owns about 45% of Walmart's outstanding shares through the trust and their main investment vehicle, Walton Enterprises, data compiled by Bloomberg show. Alice, Jim and Rob Walton have a combined fortune of $274 billion, according to the Bloomberg Billionaires Index.
Does Warren Buffett own Walmart? ›Warren Buffett was a major shareholders in Walmart until 2016, when he sold most of Berkshire Hathaway's stake in the retailer. At that time, Buffett cited Jeff Bezos and Amazon as a threat that made retail stocks a “tough” game.
Is WMT a good stock? ›WMT is a #3 (Hold) on the Zacks Rank, with a VGM Score of B. Additionally, the company could be a top pick for growth investors. WMT has a Growth Style Score of A, forecasting year-over-year earnings growth of 6.3% for the current fiscal year.
How much of Walmart is owned by China? ›China does not own Walmart, it's an American multinational retail corporation.
How much of Walmart stock is owned by China? ›However, when it comes to the ownership of Walmart stores in America, there is no evidence to suggest that China holds any ownership stake. Walmart, a multinational retail corporation, was founded by Sam Walton in 1962 and is still largely controlled by the Walton family.
Who is the biggest shareholder of Walmart? ›Jim Walton owns the most shares of Walmart (WMT). The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.
What family owns Walmart? ›On July 2, 1962, Sam Walton opens the first Walmart store in Rogers, Arkansas. The Walton family owns 24 stores, ringing up $12.7 million in sales.
Where do the Walmart heirs live? ›About the 5&10
In 1950, the Walton family – Sam and Helen, sons, Rob, John, and Jim, and daughter Alice Walton – moved to Bentonville in northwest Arkansas from the eastern side of the state.
Bill Gates Walmart Inc
Bill Gates's position in Walmart is currently worth $182 Million. That's 0.40% of their equity portfolio (12th largest holding). The first Walmart trade was made in Q2 2006. Since then Bill Gates bought shares nine more times and sold shares on five occasions.
Does George Soros own Walmart stock? ›
Walmart (WMT)
George Soros owns 4,831,800 shares of WMT, valued as $337 million as of June 30, 2012, which accounts for 4.9% of his equity portfolio.
| Ticker | Company | Number of Shares |
|---|---|---|
| ECL | Ecolab Inc. | 5,218,044 |
| KOF | Coca-Cola Femsa SAB de CV | 6,214,719 |
| WMT | Walmart Inc. | 9,090,477 |
| FDX | FedEx Corp. | 1,534,362 |
The company's exposure to interest rates and maturing business have led to a decline in stock price, but its well-diversified nature and strong prospects make it an attractive long-term investment.
How much was $1000 in Walmart stock in 1970? ›Investing $1,000 In Walmart IPO: Walmart offered shares for $16.50 on Oct. 1, 1970 for its IPO. A $1,000 investment could have purchased 60.61 shares of Walmart stock. Over the years, Walmart had had 11 2-for-1 stock splits, doubling the number of shares on each occasion.
Should I sell WMT stock? ›The highest analyst price target is $75.99 ,the lowest forecast is $58.99. The average price target represents 8.32% Increase from the current price of $60.68. Walmart's analyst rating consensus is a Strong Buy. This is based on the ratings of 28 Wall Streets Analysts.
What does the Walton family own? ›The Waltons are the richest family in America thanks to their stake in Walmart, the world's largest retailer by sales. An estimated 45% of Walmart's stock is held by the families of seven heirs of founders Sam Walton (d. 1992) and his brother Bud (d. 1995).
Do Walmart employees own stock? ›Walmart recently made two significant announcements to get more of its publicly traded shares into the hands of employees. It is offering managers stock grants of up to $20,000 and it announced a 3-1 stock split which the retailer said is being done to make it easier for all workers to buy shares.
Where does the Walton family live? ›In 1950, the Walton family – Sam and Helen, sons, Rob, John, and Jim, and daughter Alice Walton – moved to Bentonville in northwest Arkansas from the eastern side of the state. According to Sam, the town was small enough to satisfy Helen's need for small-town living.