Walmart Inc (NASDAQ: WMT) has generated an average annual return of 16.14% over the past five years, outperforming the broader market by 5.0% on an annualized basis.

The retailer’s market capitalization currently stands at $838.78 billion. An investor who purchased $1,000 of Walmart stock five years ago would hold shares worth $2,118.79 today, based on a share price of $105.40 at the time of writing.

Performance Breakdown

The total return reflects consistent value creation for shareholders over the measured period. The data highlights the following key metrics:

What the Numbers Show

The doubling of the initial investment to $2,118.79 underscores the impact of compounding returns over a multi-year horizon. The 5.0% outperformance against the market benchmark indicates that Walmart’s operational execution has delivered excess alpha relative to general market movements during this specific five-year window.

Heirs to the Walmart fortune have lost a combined $9.4 billion in net worth since the start of 2026, pushing them out of the world's top 10 richest people list. The wealth erosion stems from a sustained decline in Walmart shares, which fell 6.2% year-to-date after hitting eight-month lows following a recent quarterly report showing the weakest US sales growth pace since 2020.

Jim Walton, Rob Walton, and Alice Walton, who collectively own approximately half of the retail giant through Walton Enterprises, saw their rankings slip significantly. Jim currently ranks 13th with a net worth of $134 billion, having lost $2.67 billion this year. Rob sits at 14th place with $131 billion, down $2.63 billion, while Alice is ranked 15th with $130 billion, reflecting a loss of $3.09 billion.

Wealth Erosion Details

The decline marks a sharp reversal from earlier in 2026, when strong stock performance had placed multiple family members in the top 10. At the end of the first quarter, Jim ranked eighth with $146 billion, and Rob was tenth with $143 billion. In February, all three siblings briefly entered the top 10 simultaneously. Currently, Jim remains $23 billion away from re-entering the top tier.

Lukas Walton, son of deceased heir John Walton, owns an estimated 3.7% stake in Walmart. His net worth stands at $46.5 billion, down $568 million year-to-date, placing him 45th globally. Christy Walton, widow of John Walton, holds approximately 1.9% of the company. Her net worth is $21.5 billion, a decrease of $465 million, ranking her 124th.

What the Numbers Show

The concentration of wealth loss among the three primary heirs (Jim, Rob, and Alice) highlights their disproportionate exposure to recent stock volatility compared to other family members. While Lukas and Christy also experienced declines, their smaller stakes resulted in significantly lower absolute losses ($568 million and $465 million respectively) versus the multi-billion dollar hits faced by the siblings who control the majority of the family's holding. This disparity underscores how the recent 9.2% single-week stock drop disproportionately impacts the largest shareholders.