# Walmart (WMT): value investors who own it | moatshark

6 value investors held Walmart in their Q3 2026 13F, led by Gates Foundation Trust, Matrix Asset Advisors, Mairs & Power, Dodge & Cox, Gardner Russo &…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Gates Foundation Trust | 2.8% | $950m | Unchanged | 53 |
| Matrix Asset Advisors | 0.0% | $332k | Unchanged | 26 |
| Mairs & Power | 0.0% | $1.8m | Added +0.6% | 53 |
| Dodge & Cox | 0.0% | $19.5m | Trimmed -1.1% | 53 |
| Gardner Russo & Quinn | 0.0% | $959k | Trimmed -13% | 53 |
| Harris Associates (Oakmark) | 0.0% | $335k | Added +42% | 6 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-15 | Furner John R. | President & CEO | Sold | 7089 | $853k |
| 2026-10-15 | Furner John R. | President & CEO | Sold | 6036 | $730k |
| 2026-10-15 | Nicholas Christopher James | Executive Vice President | Sold | 1600 | $193k |
| 2026-10-15 | Nicholas Christopher James | Executive Vice President | Sold | 1300 | $157k |
| 2026-10-14 | Watkins Latriece | Executive Vice President | Sold | 5000 | $575k |
| 2026-10-01 | Bartlett Daniel J | Executive Vice President | Sold | 3990 | $417k |
| 2026-09-17 | Furner John R. | President & CEO | Sold | 7080 | $754k |
| 2026-09-17 | Furner John R. | President & CEO | Sold | 6045 | $646k |
| 2026-09-17 | Nicholas Christopher James | Executive Vice President | Sold | 1505 | $160k |
| 2026-09-17 | Nicholas Christopher James | Executive Vice President | Sold | 1395 | $149k |
| 2026-09-01 | Bartlett Daniel J | Executive Vice President | Sold | 3950 | $415k |
| 2026-08-26 | Danker Daniel | Executive Vice President | Sold | 50644 | $5.3m |
| 2026-08-20 | Nicholas Christopher James | Executive Vice President | Sold | 2900 | $308k |
| 2026-08-03 | Bartlett Daniel J | Executive Vice President | Sold | 3710 | $420k |
| 2026-07-16 | Nicholas Christopher James | Executive Vice President | Sold | 1639 | $187k |
| 2026-07-16 | Nicholas Christopher James | Executive Vice President | Sold | 1261 | $144k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/wmt). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.