Cheviot Value Management
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Cheviot Value Management’s Walmart Inc WMT Stock Holding History

Cheviot Value Management’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
Q3 		$214K Buy
2,062
+254
+14% +$27.9K 0.02% 127
2026
Q2 		$205K Buy
1,808
+1
+0.1% +$124 0.02% 131
2026
Q1 		$225K Hold
1,807
– – 0.02% 124
2025
Q4 		$211K Sell
1,807
-67
-4% -$7.19K 0.02% 128
2025
Q3 		$193K Buy
1,874
+1
+0.1% +$100 0.02% 136
2025
Q2 		$194K Hold
1,873
– – 0.02% 116
2025
Q1 		$186K Buy
+1,873
New +$176K 0.02% 111
2022
Q2 		– Sell
-4,218
Closed -$209K – 78
2022
Q1 		$209K Hold
4,218
– – 0.04% 74
2021
Q4 		$203K Sell
4,218
-195
-4% -$9.31K 0.05% 75
2021
Q3 		$205K Buy
4,413
+42
+1% +$2.02K 0.05% 75
2021
Q2 		$206K Buy
+4,371
New +$204K 0.05% 75
2018
Q1 		– Sell
-62,538
Closed -$2.06M – 71
2017
Q4 		$2.06M Buy
62,538
+525
+0.8% +$16.1K 1.07% 27
2017
Q3 		$1.62M Sell
62,013
-1,470
-2% -$38.6K 0.88% 28
2017
Q2 		$1.6M Sell
63,483
-155,076
-71% -$3.94M 0.93% 25
2017
Q1 		$5.25M Sell
218,559
-36,372
-14% -$837K 2.96% 11
2016
Q4 		$5.87M Sell
254,931
-25,422
-9% -$593K 3.52% 8
2016
Q3 		$6.74M Sell
280,353
-11,034
-4% -$268K 4.18% 8
2016
Q2 		$7.09M Sell
291,387
-8,913
-3% -$206K 4.24% 8
2016
Q1 		$6.86M Sell
300,300
-9,786
-3% -$215K 4.38% 6
2015
Q4 		$6.34M Buy
310,086
+11,391
+4% +$229K 4.1% 10
2015
Q3 		$6.46M Sell
298,695
-6,330
-2% -$145K 4.29% 8
2015
Q2 		$7.21M Buy
305,025
+8,589
+3% +$219K 4.26% 8
2015
Q1 		$8.13M Sell
296,436
-9,435
-3% -$268K 4.79% 7
2014
Q4 		$8.76M Sell
305,871
-4,920
-2% -$133K 5.1% 6
2014
Q3 		$7.92M Sell
310,791
-11,349
-4% -$287K 4.6% 7
2014
Q2 		$8.06M Sell
322,140
-2,952
-0.9% -$75.8K 4.3% 8
2014
Q1 		$8.28M Sell
325,092
-18,564
-5% -$466K 4.57% 7
2013
Q4 		$9.01M Sell
343,656
-7,185
-2% -$186K 4.98% 7
2013
Q3 		$8.65M Sell
350,841
-2,346
-0.7% -$59.1K 4.77% 7
2013
Q2 		$8.77M Buy
+353,187
New +$9.05M 4.79% 7

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cheviot Value Management's WMT Position: Q3 2026 in Review

Cheviot Value Management increased its Walmart Inc (WMT) stake by 14% in Q3 2026, buying an estimated $27.9K and bringing the position to 2,062 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #127.

Cheviot Value Management first reported a position in WMT in Q2 2013 and has held it in 30 quarters since. The position peaked at $9.01M in Q4 2013. 2,978 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Cheviot Value Management held 2,062 shares of Walmart Inc worth $214K as of Q3 2026.
  • Cheviot Value Management bought 254 Walmart Inc shares in Q3 2026, an estimated $27.9K.
  • Walmart Inc made up 0.02% of Cheviot Value Management's portfolio in Q3 2026, its #127 holding.
  • Cheviot Value Management first reported a position in Walmart Inc in Q2 2013 and has held it in 30 quarters since.
  • Cheviot Value Management's Walmart Inc position peaked at $9.01M in Q4 2013.
  • 2,978 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Cheviot Value Management's 13F filing for Q3 2026, filed 9 Nov 2026.