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Disclosery

Chesapeake Wealth Management: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chesapeake Wealth Management on WMT, newest first. How the timeline and the estimate are built.

Chesapeake Wealth Management held 22,957 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,957 shares
    Change vs previous 13F -10 shares

    0.73% of the 13F portfolio, value $2,600,109.

    13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,967 shares
    Change vs previous 13F -2,115 shares

    0.88% of the 13F portfolio, value $2,854,338.

    13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,082 shares
    Change vs previous 13F +210 shares

    0.83% of the 13F portfolio, value $2,794,385.

    13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,872 shares
    Change vs previous 13F -465 shares

    0.78% of the 13F portfolio, value $2,563,307.

    13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,337 shares
    Change vs previous 13F +955 shares

    0.83% of the 13F portfolio, value $2,477,451.

    13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,382 shares
    Change vs previous 13F -822 shares

    0.76% of the 13F portfolio, value $2,140,495.

    13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,204 shares
    Change vs previous 13F -474 shares

    0.78% of the 13F portfolio, value $2,277,180.

    13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,678 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,073,497.

    13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).