Under the Securities Exchange Act of 1934

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Item 1.	(a) Name of Issuer.   Wal-Mart Stores, Inc.
	(b) Address of Issuer’s Principal Executive Offices.   702 S.W. 8th Street Bentonville, Arkansas 72716
Item 2.	(a) Names of Persons Filing.   Helen R. Walton; S. Robson Walton; John T. Walton; Jim C. Walton; Alice L. Walton;        Helen R. Walton Marital Trust; and  Helen R. Walton 1987 Nonqualified     Charitable Remainder Trust
	(b) Address of Principal Business Offices, or, If    none, Residences.   The principal business office of each person named in Item 2(a) above is 125 West Central, #218, Bentonville, Arkansas 72712.
	(c) Citizenship.   Each person filing this Schedule 13G is a citizen of the United States or a trust organized in the United States.
	(d) Title of Class of Securities.   Common Stock.
	(e) CUSIP Number.   931142-10-3
Item 3.	If this statement is filed pursuant to Rule 13d-1(b), or 13d-2(b), check whether person filing is a:   Not applicable.

 

 

 

Item 4.	Ownership
	(a) Amount of Beneficially Owned.   See Schedule A hereto.
	(b) Percent of Class.   See Schedule A hereto.
	(c) Number of shares as to which each person filing  this Schedule 13G has (i) sole power to vote or to direct the vote; (ii) shared power to vote or to direct the vote; (iii) sole power to dispose or to direct the disposition of; or (iv) shared power to dispose or to direct the disposition of.   See Schedule A. hereto.
Item 5.	Ownership of Five Percent or Less of a Class.   Not applicable.
Item 6.	Ownership of More than Five Percent on Behalf of Another Person.   Not applicable.
Item 7.	Identification and Classification of the Subsidiary which Acquired the Security Being Reported on By the Parent Holding Company.   Not applicable.
Item 8.	Identification and Classification of Members of the Group.   If a group has filed this Schedule pursuant to Rule 13d-1(c), attach an exhibit stating the identity of each member of this group:   The identity of each member of the group is disclosed on the cover pages attached hereto.
Item 9.	Notice of Dissolution of Group.   Not applicable.
Item 10.	Certification.   Not applicable.

 

 

 

February 9, 1998

Date

/s/Helen R. Walton Helen R. Walton, individually and in her capacity as a cotrustee of the Helen R. Walton Marital Trust

/s/S. Robson Walton S. Robson Walton, individually and in his capacity as a cotrustee of the Helen R. Walton Marital Trust and the Helen R. Walton 1987 Nonqualified Charitable Remainder Trust

 

 

/s/John T. Walton John T. Walton, individually and in his capacity as a cotrustee of the Helen R. Walton Marital Trust

/s/Jim C. Walton Jim C. Walton, individually and in his capacity as a cotrustee of the Helen R. Walton Marital Trust and the Helen R. Walton 1987 Nonqualified Charitable Remainder Trust

/s/ Alice L. Walton Alice L. Walton, individually and in her capacity as a cotrustee of the Helen R. Walton Marital Trust

 

 

 

 

 

	Aggregate Number of Shares of Common Stock Beneficially Owned		Number of Shares of Common Stock as to Which Reporting Person has --------------------------------------------------------------------------------------------------------
Reporting Person		Percentage Outstanding Common Stock	Sole Power to Vote	Shared Power to Vote	Sole Power to Dispose	Shared Power to Dispose
Helen R. Walton 1/	872,114,306	38.83%	840,330	871,273,976	840,330	871,273,976
S. Robson Walton 2/	871,623,426	38.81%	130,472	871,492,954	102,776	871,492,954
John T. Walton 3/	873,844,073	38.91%	2,456,005	871,388,068	2,456,005	871,388,068
Jim C. Walton 4/	875,838,044	39.00%	4,564,068	871,273,976	4,564,068	871,273,976
Alice L. Walton 5/	871,760,928	38.82%	485,260	871,275,668	485,260	871,275,668
Helen R. Walton Marital Trust 6/	871,273,976	38.79%	0	871,273,976	0	871,273,976
Helen R. Walton 1987 Nonqualified Charitable Remainder Trust 7/	871,273,976	38.79%	0	871,273,976	0	871,273,976

 

 

 

 

 

 

Robson Walton as custodian for certain nieces and nephews of his, (f) 871,273,976 shares held by Walton Enterprises, L.P., as to which S. Robson Walton, as general partner thereof, shares voting and dispositive power with Helen R. Walton, John T. Walton, Jim C. Walton, and Alice L. Walton, individually as general partners and in their capacities as trustees of the Helen R. Walton Marital Trust, which is a general partner in Walton Enterprises, L.P., and S. Robson Walton and Jim C. Walton in their capacities as trustees of the Helen R. Walton 1987 Nonqualified Charitable Remainder Trust, which is a general partner in Walton Enterprises, L.P., (g) 66,920 shares representing shares covered by stock options exercisable by S. Robson Walton under the Wal-Mart Stock Option Plan of 1984, and (h) 27,696 shares held under the Wal-Mart Profit Sharing Plan for the benefit of S. Robson Walton.

 

 

 

 

represent (a) 2,456,005 shares held directly by John T. Walton, (b) 112,400 shares beneficially owned by his wife, Christy R. Walton, (c) 1,692 shares held by the Jim C. Walton Irrevocable Children’s Trust, as to which John T. Walton, as a cotrustee thereof, shares voting and dispositive power with Alice L. Walton, the other cotrustee thereof, and (d) 871,273,976 shares held by Walton Enterprises, L.P., as to which John T. Walton, as general partner thereof, shares voting and dispositive power with Helen R. Walton, S. Robson Walton, Jim C. Walton, and Alice L. Walton, individually as general partners and in their capacities as trustees of the Helen R. Walton Marital Trust, which is a general partner in Walton Enterprises, L.P., and S. Robson Walton and Jim C. Walton in their capacities as trustees of the Helen R. Walton 1987 Nonqualified Charitable Remainder Trust, which is a general partner in Walton Enterprises, L.P.

 

 

 

(b) 341,914 shares held by Jim C. Walton as guardian or custodian for certain minor children of his or held directly by certain minor children of his, (c) 871,273,976 shares held by Walton Enterprises, L.P., as to which Jim C. Walton, as a general partner thereof, shares voting and dispositive power with Helen R. Walton, S. Robson Walton, John T. Walton, and Alice L. Walton, individually as general partners and in their capacities as trustees of the Helen R. Walton Marital Trust, which is a general partner in Walton Enterprises, L.P., and S. Robson Walton and Jim C. Walton in their capacities as trustees of the Helen R. Walton 1987 Nonqualified Charitable Remainder Trust, which is a general partner in Walton Enterprises, L.P., and (d) 905,316 shares held by Walton Investment Partnership, as to which Jim C. Walton, as trustee of certain trusts that are general partners thereof and that, in the aggregate, hold a majority interest therein, holds sole voting and dispositive power.

 

 

5/ The number and percentage of shares of common stock in the table as beneficially owned by Alice L. Walton represent (a) 371,340 shares held directly by Alice L. Walton, (b) 113,920 shares held by the James M. Walton 1987 Trust, of which Alice L. Walton is the sole trustee, (c) 1,692 shares held by the Jim C. Walton Irrevocable Children’s Trust, as to which Alice L. Walton, as a cotrustee thereof, shares voting and dispositive power with John T. Walton, the other cotrustee thereof, and (d) 871,273,976 shares held by Walton Enterprises, L.P., as to which Alice L. Walton, as general partner thereof, shares voting and dispositive power with Helen R. Walton, S. Robson Walton, Jim C. Walton, and John T. Walton, individually as general partners and in their capacities as trustees of the Helen R. Walton Marital Trust, which is a general partner in Walton Enterprises, L.P., and S. Robson Walton and Jim C. Walton in their capacities as trustees of the Helen R. Walton 1987 Nonqualified Charitable Remainder Trust, which is a general partner in Walton Enterprises, L.P.

 

 

 

 

 

Marital Trust, which is a general partner in Walton Enterprises, L.P.