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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
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 		$1.61M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cheviot Value Management's WMT Position: Q1 2026 in Review

Cheviot Value Management held its Walmart Inc (WMT) position steady in Q1 2026 at 1,807 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #124.

Cheviot Value Management first reported a position in WMT in Q2 2013 and has held it in 28 quarters since. The position peaked at $9.01M in Q4 2013. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cheviot Value Management held 1,807 shares of Walmart Inc worth $225K as of Q1 2026.
  • Cheviot Value Management left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.02% of Cheviot Value Management's portfolio in Q1 2026, its #124 holding.
  • Cheviot Value Management first reported a position in Walmart Inc in Q2 2013 and has held it in 28 quarters since.
  • Cheviot Value Management's Walmart Inc position peaked at $9.01M in Q4 2013.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.