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Chesley Taft & Associates’s Walmart Inc WMT Stock Holding History

Chesley Taft & Associates’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$662K Buy
5,841
+711
+14% +$88.3K 0.03% 260
2026
Q1 		$638K Sell
5,130
-21
-0.4% -$2.58K 0.03% 259
2025
Q4 		$574K Buy
5,151
+235
+5% +$25.2K 0.02% 268
2025
Q3 		$507K Sell
4,916
-240
-5% -$23.9K 0.02% 266
2025
Q2 		$504K Sell
5,156
-150
-3% -$14.3K 0.02% 254
2025
Q1 		$466K Buy
5,306
+558
+12% +$52.3K 0.02% 255
2024
Q4 		$429K Buy
4,748
+435
+10% +$37.7K 0.02% 263
2024
Q3 		$348K Sell
4,313
-250
-5% -$18.4K 0.02% 278
2024
Q2 		$309K Buy
4,563
+900
+25% +$56.7K 0.02% 280
2024
Q1 		$220K Buy
+3,663
New +$210K 0.01% 303
2023
Q4 		– Sell
-3,768
Closed -$201K – 305
2023
Q3 		$201K Buy
+3,768
New +$201K 0.01% 286
2022
Q2 		– Sell
-4,863
Closed -$248K – 300
2022
Q1 		$248K Buy
4,863
+90
+2% +$4.22K 0.01% 279
2021
Q4 		$230K Sell
4,773
-36,600
-88% -$1.75M 0.01% 289
2021
Q3 		$1.92M Sell
41,373
-2,580
-6% -$124K 0.11% 135
2021
Q2 		$2.07M Sell
43,953
-12,900
-23% -$601K 0.12% 135
2021
Q1 		$2.64M Buy
56,853
+1,755
+3% +$81.3K 0.16% 112
2020
Q4 		$2.65M Buy
55,098
+2,547
+5% +$124K 0.17% 107
2020
Q3 		$2.45M Buy
+52,551
New +$2.34M 0.17% 103
2015
Q4 		– Sell
-146,223
Closed -$3.16M – 257
2015
Q3 		$3.16M Sell
146,223
-3,900
-3% -$89.5K 0.34% 81
2015
Q2 		$3.55M Buy
150,123
+768
+0.5% +$19.6K 0.36% 78
2015
Q1 		$4.09M Buy
149,355
+375
+0.3% +$10.6K 0.42% 74
2014
Q4 		$4.26M Sell
148,980
-525
-0.4% -$14.2K 0.43% 71
2014
Q3 		$3.81M Sell
149,505
-150,966
-50% -$3.81M 0.4% 78
2014
Q2 		$7.52M Buy
300,471
+3,150
+1% +$80.9K 0.78% 52
2014
Q1 		$7.58M Buy
297,321
+1,983
+0.7% +$49.8K 0.81% 49
2013
Q4 		$7.75M Sell
295,338
-18,117
-6% -$468K 0.77% 47
2013
Q3 		$7.73M Sell
313,455
-13,839
-4% -$349K 0.84% 42
2013
Q2 		$8.13M Buy
+327,294
New +$8.39M 0.94% 31

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM

Chesley Taft & Associates's WMT Position: Q2 2026 in Review

Chesley Taft & Associates increased its Walmart Inc (WMT) stake by 14% in Q2 2026, buying an estimated $88.3K and bringing the position to 5,841 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #260.

Chesley Taft & Associates first reported a position in WMT in Q2 2013 and has held it in 28 quarters since. The position peaked at $8.13M in Q2 2013. 1,220 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Chesley Taft & Associates held 5,841 shares of Walmart Inc worth $662K as of Q2 2026.
  • Chesley Taft & Associates bought 711 Walmart Inc shares in Q2 2026, an estimated $88.3K.
  • Walmart Inc made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #260 holding.
  • Chesley Taft & Associates first reported a position in Walmart Inc in Q2 2013 and has held it in 28 quarters since.
  • Chesley Taft & Associates's Walmart Inc position peaked at $8.13M in Q2 2013.
  • 1,220 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.