Creative Financial Designs’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.79M | Buy |
14,388
+5,660
| +65% | +$695K | 0.11% | 162 |
|
|
2025
Q4 | $972K | Buy |
8,728
+1,386
| +19% | +$149K | 0.06% | 234 |
|
|
2025
Q3 | $757K | Buy |
7,342
+288
| +4% | +$28.7K | 0.05% | 266 |
|
|
2025
Q2 | $690K | Sell |
7,054
-528
| -7% | -$50.3K | 0.05% | 271 |
|
|
2025
Q1 | $666K | Buy |
7,582
+725
| +11% | +$68K | 0.05% | 246 |
|
|
2024
Q4 | $619K | Sell |
6,857
-130
| -2% | -$11.3K | 0.05% | 258 |
|
|
2024
Q3 | $564K | Buy |
6,987
+137
| +2% | +$10.1K | 0.05% | 269 |
|
|
2024
Q2 | $464K | Buy |
6,850
+3,816
| +126% | +$240K | 0.04% | 287 |
|
|
2024
Q1 | $183K | Buy |
3,034
+322
| +12% | +$18.4K | 0.02% | 437 |
|
|
2023
Q4 | $143K | Buy |
2,712
+312
| +13% | +$16.5K | 0.01% | 461 |
|
|
2023
Q3 | $128K | Sell |
2,400
-24
| -1% | -$1.28K | 0.01% | 451 |
|
|
2023
Q2 | $127K | Sell |
2,424
-3,594
| -60% | -$181K | 0.01% | 434 |
|
|
2023
Q1 | $296K | Sell |
6,018
-2,784
| -32% | -$132K | 0.04% | 275 |
|
|
2022
Q4 | $416K | Sell |
8,802
-675
| -7% | -$32.1K | 0.06% | 223 |
|
|
2022
Q3 | $410K | Buy |
9,477
+15
| +0.2% | +$657 | 0.07% | 203 |
|
|
2022
Q2 | $383K | Buy |
9,462
+1,029
| +12% | +$47.5K | 0.06% | 212 |
|
|
2022
Q1 | $419K | Sell |
8,433
-1,281
| -13% | -$60.1K | 0.06% | 211 |
|
|
2021
Q4 | $468K | Buy |
9,714
+726
| +8% | +$34.7K | 0.07% | 198 |
|
|
2021
Q3 | $418K | Sell |
8,988
-2,508
| -22% | -$121K | 0.07% | 205 |
|
|
2021
Q2 | $540K | Buy |
11,496
+1,458
| +15% | +$67.9K | 0.09% | 168 |
|
|
2021
Q1 | $454K | Buy |
10,038
+2,121
| +27% | +$98.2K | 0.09% | 177 |
|
|
2020
Q4 | $380K | Buy |
7,917
+480
| +6% | +$23.3K | 0.08% | 180 |
|
|
2020
Q3 | $347K | Buy |
7,437
+4,689
| +171% | +$208K | 0.09% | 177 |
|
|
2020
Q2 | $110K | Buy |
2,748
+882
| +47% | +$36.3K | 0.03% | 273 |
|
|
2020
Q1 | $71K | Sell |
1,866
-309
| -14% | -$11.9K | 0.04% | 203 |
|
|
2019
Q4 | $86K | Sell |
2,175
-300
| -12% | -$11.9K | 0.04% | 205 |
|
|
2019
Q3 | $96K | Buy |
2,475
+1,812
| +273% | +$68.4K | 0.05% | 183 |
|
|
2019
Q2 | $25K | Sell |
663
-15
| -2% | -$517 | 0.01% | 300 |
|
|
2019
Q1 | $22K | Buy |
678
+342
| +102% | +$11.1K | 0.01% | 300 |
|
|
2018
Q4 | $10K | Buy |
336
+156
| +87% | +$5K | 0.01% | 369 |
|
|
2018
Q3 | $6K | Sell |
180
-2,073
| -92% | -$63.4K | ﹤0.01% | 516 |
|
|
2018
Q2 | $64K | Buy |
2,253
+903
| +67% | +$25.7K | 0.04% | 214 |
|
|
2018
Q1 | $40K | Sell |
1,350
-396
| -23% | -$12.7K | 0.03% | 245 |
|
|
2017
Q4 | $56K | Hold |
1,746
| – | – | 0.04% | 211 |
|
|
2017
Q3 | $45K | Buy |
1,746
+3
| +0.2% | +$79 | 0.03% | 250 |
|
|
2017
Q2 | $44K | Buy |
1,743
+9
| +0.5% | +$228 | 0.03% | 246 |
|
|
2017
Q1 | $40K | Sell |
1,734
-114
| -6% | -$2.62K | 0.03% | 253 |
|
|
2016
Q4 | $41K | Buy |
+1,848
| New | +$43.1K | 0.03% | 244 |
|
Other funds holding WMT
VCM
VPM
Creative Financial Designs's WMT Position: Q1 2026 in Review
Creative Financial Designs increased its Walmart Inc (WMT) stake by 65% in Q1 2026, buying an estimated $695K and bringing the position to 14,388 shares worth $1.79M. The position accounts for 0.11% of the portfolio, ranked #162.
Creative Financial Designs first reported a position in WMT in Q4 2016 and has held it in 38 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Creative Financial Designs held 14,388 shares of Walmart Inc worth $1.79M as of Q1 2026.
- Creative Financial Designs bought 5,660 Walmart Inc shares in Q1 2026, an estimated $695K.
- Walmart Inc made up 0.11% of Creative Financial Designs's portfolio in Q1 2026, its #162 holding.
- Creative Financial Designs first reported a position in Walmart Inc in Q4 2016 and has held it in 38 quarters since.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.