⚡ WMT Walton Family Trust sells $508.9M stake; largest single…
Published May 27, 2026
We read 423 filings today. Here are the ones worth your time.
317 Form 4106 8-K9 Buys63 Sells
The Walton Family Holdings Trust just moved $508.9 million worth of Walmart stock. That's half a billion dollars walking out the door in a single filing.
While the Waltons were selling, five insiders were buying: NCLH's Chidsey and Cohen both added shares, GEHC's Lobo stepped in, INTU's Prabhu bought, and BA's Tilden put money behind Boeing. Out of 423 filings this week, nine were buys and 63 were sells.
The Walton Family Holdings Trust moved $508.9M of WMT out the door this week. Discretionary. The stock sits 11% off its January high of $135, trading at $120.27. That's the second sale from the trust in two years, the first being a $142.7M exit last month that preceded a 5.6% climb over the next 30 days. Here's what stands out.
Walmart just reported a 4.2% revenue beat and raised guidance. The stock absorbed the news without much reaction. Meanwhile, Target's earnings prompted headlines about great news for investors, and analysts are flagging potential oil-driven retail pressure this summer. The trust sold 0.8% of its position while retail headlines point in different directions. The market didn't flinch after the last sale.
Board member Chidsey just bought $2.5M of NCLH at $16.30, discretionary and not pre-planned. The stock is trading 40% below its 52-week high as cruise pricing softens post-pandemic. This buy represents 12% of his total position, his largest purchase since joining the board in 2022.
Board member Lobo just bought $642K of GEHC at $64, discretionary and not pre-planned. The stock sits near its 52-week low of $59 after two law firms announced shareholder investigations last week. He bought 41% more shares than he already owned, doubling down while others lawyer up.
Board member Prabhu just bought $542K of INTU at $320, down 61% from its August peak of $814. This discretionary purchase wasn't pre-planned and represents a massive 58% increase to his position as the stock trades near its 52-week low. The timing follows a brutal post-earnings selloff despite Intuit beating estimates and raising guidance.
Board member Cohen just bought $475K of NCLH at $16.30, doubling his stake in a discretionary purchase. The timing is aggressive: shares are barely above the 52-week low of $15 and flat for the year while the broader cruise sector has rallied. Cohen's last open-market buy came three years ago at similar levels, right before NCLH climbed 60% over the following twelve months.
Boeing director Bradley Tilden just bought $299K worth of shares at $219, a discretionary purchase during the midpoint of BA's 52-week range. He doubled his position while the stock trades flat for the year and faces ongoing production scrutiny. His last open-market buy was in 2020 near pandemic lows, right before a 150% run.
BA $218.90 . 52w: $177-$254 . +0% YTD
THE TAPE
CRWD
Sameer Gandhi sells $7.5M of CRWD
AFL
Japan Post Holdings Co., Ltd sells $5.9M of AFL
LITE
Ian Small sells $4.3M of LITE
GL
CEO Frank Svoboda exercises options in $4.0M of GL
HSY
Hershey Trust CO Trustee IN Trust For Milton Hershey School sells $3.8M of HSY
Tractor Supply borrowed $600 million through a new term loan, locking in five-year financing at a time when its stock sits 50% below its 52-week high. The rural retailer is loading up on cheap debt while valuations are compressed, giving management dry powder for store expansion or share buybacks. With the stock near multi-year lows, this is classic opportunistic financing before the next growth cycle.
Ford closed a $2.5B sustainability-linked credit facility tied to emission reduction targets and workplace safety metrics. The five-year revolving credit replaces an expiring 2020 facility and includes lower rates if Ford hits ESG benchmarks by 2027. Trading near 52-week highs at $15.32, the automaker locks in financing flexibility while its EV transition burns through cash reserves.
Cognizant took on new debt obligations at $51.81 per share, down 40% from its 52-week high of $87. The timing is given the stock's flat YTD performance and proximity to multi-year lows. Investors should watch whether this capital funds acquisitions in AI or cloud services, or simply refinances existing obligations at better rates.