Creative Capital Management Investments’s Walmart Inc WMT Stock Holding History

Creative Capital Management Investments’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	$619K	Buy	5,461 +2,784	+104%	+$346K	0.14%	37
2026 Q1	$333K	Buy	2,677 +21	+0.8%	+$2.58K	0.1%	38
2025 Q4	$296K	Buy	2,656 +13	+0.5%	+$1.4K	0.09%	42
2025 Q3	$272K	Hold	2,643	–	–	0.09%	42
2025 Q2	$258K	Buy	2,643 +183	+7%	+$17.4K	0.09%	42
2025 Q1	$216K	Hold	2,460	–	–	0.08%	45
2024 Q4	$222K	Hold	2,460	–	–	0.09%	45
2024 Q3	$199K	Hold	2,460	–	–	0.08%	49
2024 Q2	$167K	Hold	2,460	–	–	0.08%	45
2024 Q1	$148K	Sell	2,460 -63	-2%	-$3.6K	0.08%	47
2023 Q4	$133K	Hold	2,523	–	–	0.08%	49
2023 Q3	$135K	Hold	2,523	–	–	0.09%	47
2023 Q2	$132K	Sell	2,523 -924	-27%	-$46.6K	0.1%	49
2023 Q1	$169K	Buy	3,447 +987	+40%	+$46.8K	0.12%	53
2022 Q4	$116K	Buy	+2,460	New	+$117K	0.1%	51

Other funds holding WMT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Capital Management Investments's WMT Position: Q2 2026 in Review

Creative Capital Management Investments increased its Walmart Inc (WMT) stake by 104% in Q2 2026, buying an estimated $346K and bringing the position to 5,461 shares worth $619K. The position accounts for 0.14% of the portfolio, ranked #37.

Creative Capital Management Investments first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Creative Capital Management Investments held 5,461 shares of Walmart Inc worth $619K as of Q2 2026.
Creative Capital Management Investments bought 2,784 Walmart Inc shares in Q2 2026, an estimated $346K.
Walmart Inc made up 0.14% of Creative Capital Management Investments's portfolio in Q2 2026, its #37 holding.
Creative Capital Management Investments first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.