Chevy Chase Trust
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Chevy Chase Trust’s Walmart Inc WMT Stock Holding History

Chevy Chase Trust’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 		$272M Sell
2,184,659
-62,657
-3% -$7.69M 0.78% 18
2025
Q4 		$250M Sell
2,247,316
-10,855
-0.5% -$1.17M 0.68% 18
2025
Q3 		$233M Sell
2,258,171
-46,902
-2% -$4.67M 0.64% 21
2025
Q2 		$225M Buy
2,305,073
+12,749
+0.6% +$1.21M 0.66% 19
2025
Q1 		$201M Sell
2,292,324
-4,884
-0.2% -$458K 0.64% 23
2024
Q4 		$208M Sell
2,297,208
-51,605
-2% -$4.48M 0.63% 20
2024
Q3 		$190M Sell
2,348,813
-3,309
-0.1% -$243K 0.58% 29
2024
Q2 		$159M Sell
2,352,122
-38,950
-2% -$2.45M 0.51% 32
2024
Q1 		$144M Sell
2,391,072
-23,601
-1% -$1.35M 0.47% 40
2023
Q4 		$127M Sell
2,414,673
-16,854
-0.7% -$892K 0.45% 44
2023
Q3 		$130M Sell
2,431,527
-13,854
-0.6% -$737K 0.51% 36
2023
Q2 		$128M Sell
2,445,381
-18,441
-0.7% -$930K 0.48% 39
2023
Q1 		$121M Buy
2,463,822
+9,345
+0.4% +$444K 0.48% 42
2022
Q4 		$116M Sell
2,454,477
-177,951
-7% -$8.45M 0.49% 45
2022
Q3 		$114M Buy
2,632,428
+70,428
+3% +$3.09M 0.49% 42
2022
Q2 		$104M Sell
2,562,000
-9,291
-0.4% -$428K 0.43% 47
2022
Q1 		$128M Sell
2,571,291
-11,499
-0.4% -$540K 0.44% 49
2021
Q4 		$125M Sell
2,582,790
-81,171
-3% -$3.88M 0.4% 55
2021
Q3 		$124M Buy
2,663,961
+5,301
+0.2% +$255K 0.43% 47
2021
Q2 		$125M Sell
2,658,660
-177,312
-6% -$8.26M 0.43% 51
2021
Q1 		$128M Sell
2,835,972
-207,663
-7% -$9.62M 0.46% 44
2020
Q4 		$146M Sell
3,043,635
-87,750
-3% -$4.26M 0.52% 39
2020
Q3 		$146M Sell
3,131,385
-330,594
-10% -$14.7M 0.58% 35
2020
Q2 		$138M Sell
3,461,979
-198,459
-5% -$8.16M 0.56% 36
2020
Q1 		$139M Buy
3,660,438
+60,174
+2% +$2.31M 0.65% 30
2019
Q4 		$143M Sell
3,600,264
-5,874
-0.2% -$233K 0.54% 36
2019
Q3 		$143M Buy
3,606,138
+63,174
+2% +$2.38M 0.59% 37
2019
Q2 		$130M Sell
3,542,964
-59,058
-2% -$2.04M 0.54% 40
2019
Q1 		$123M Buy
3,602,022
+47,454
+1% +$1.54M 0.51% 42
2018
Q4 		$110M Sell
3,554,568
-21,042
-0.6% -$675K 0.54% 41
2018
Q3 		$112M Sell
3,575,610
-119,133
-3% -$3.64M 0.46% 49
2018
Q2 		$105M Sell
3,694,743
-24,837
-0.7% -$706K 0.46% 51
2018
Q1 		$110M Sell
3,719,580
-122,820
-3% -$3.95M 0.49% 43
2017
Q4 		$126M Sell
3,842,400
-14,916
-0.4% -$456K 0.54% 41
2017
Q3 		$100M Buy
3,857,316
+11,523
+0.3% +$302K 0.46% 49
2017
Q2 		$97M Sell
3,845,793
-74,607
-2% -$1.89M 0.46% 46
2017
Q1 		$94.2M Buy
3,920,400
+107,004
+3% +$2.46M 0.46% 47
2016
Q4 		$87.9M Sell
3,813,396
-17,418
-0.5% -$407K 0.47% 47
2016
Q3 		$92.1M Sell
3,830,814
-110,766
-3% -$2.69M 0.5% 45
2016
Q2 		$95.9M Sell
3,941,580
-74,868
-2% -$1.73M 0.53% 43
2016
Q1 		$91.7M Buy
4,016,448
+86,649
+2% +$1.9M 0.52% 46
2015
Q4 		$80.3M Sell
3,929,799
-10,980
-0.3% -$220K 0.47% 52
2015
Q3 		$85.2M Buy
3,940,779
+127,785
+3% +$2.93M 0.53% 43
2015
Q2 		$90.2M Buy
3,812,994
+42,387
+1% +$1.08M 0.54% 43
2015
Q1 		$103M Buy
3,770,607
+125,343
+3% +$3.56M 0.62% 36
2014
Q4 		$104M Sell
3,645,264
-330,744
-8% -$8.94M 0.65% 32
2014
Q3 		$101M Buy
3,976,008
+276,144
+7% +$6.97M 0.66% 29
2014
Q2 		$92.6M Sell
3,699,864
-93,855
-2% -$2.41M 0.64% 29
2014
Q1 		$96.7M Buy
3,793,719
+188,679
+5% +$4.74M 0.69% 28
2013
Q4 		$94.6M Buy
3,605,040
+18,504
+0.5% +$478K 0.69% 30
2013
Q3 		$88.4M Buy
3,586,536
+53,043
+2% +$1.34M 0.72% 29
2013
Q2 		$87.7M Buy
+3,533,493
New +$90.6M 0.77% 27

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

Chevy Chase Trust's WMT Position: Q1 2026 in Review

Chevy Chase Trust reduced its Walmart Inc (WMT) stake by 2.8% in Q1 2026, selling an estimated $7.69M and leaving 2,184,659 shares worth $272M. The position accounts for 0.78% of the portfolio, ranked #18.

Chevy Chase Trust first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Chevy Chase Trust held 2,184,659 shares of Walmart Inc worth $272M as of Q1 2026.
  • Chevy Chase Trust sold 62,657 Walmart Inc shares in Q1 2026, an estimated $7.69M.
  • Walmart Inc made up 0.78% of Chevy Chase Trust's portfolio in Q1 2026, its #18 holding.
  • Chevy Chase Trust first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.