Creative Planning
CLMT icon

Creative Planning’s Calumet Specialty Products CLMT Stock Holding History

Creative Planning’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.57M Hold
43,739
– – ﹤0.01% 2092
2025
Q4 		$869K Buy
43,739
+769
+2% +$14.8K ﹤0.01% 2394
2025
Q3 		$784K Hold
42,970
– – ﹤0.01% 2349
2025
Q2 		$677K Hold
42,970
– – ﹤0.01% 2189
2025
Q1 		$545K Sell
42,970
-289
-0.7% -$4.54K ﹤0.01% 2205
2024
Q4 		$953K Sell
43,259
-25,400
-37% -$534K ﹤0.01% 1680
2024
Q3 		$1.22M Buy
68,659
+6,200
+10% +$99.4K ﹤0.01% 1364
2024
Q2 		$1M Buy
62,459
+19,800
+46% +$313K ﹤0.01% 1399
2024
Q1 		$634K Sell
42,659
-1,413
-3% -$22.5K ﹤0.01% 1679
2023
Q4 		$788K Sell
44,072
-3,811
-8% -$61.8K ﹤0.01% 1383
2023
Q3 		$915K Hold
47,883
– – ﹤0.01% 1206
2023
Q2 		$759K Hold
47,883
– – ﹤0.01% 1281
2023
Q1 		$832K Hold
47,883
– – ﹤0.01% 1167
2022
Q4 		$808K Buy
47,883
+200
+0.4% +$3.23K ﹤0.01% 1143
2022
Q3 		$611K Hold
47,683
– – ﹤0.01% 1205
2022
Q2 		$495K Hold
47,683
– – ﹤0.01% 1322
2022
Q1 		$649K Hold
47,683
– – ﹤0.01% 1198
2021
Q4 		$629K Buy
47,683
+100
+0.2% +$1.26K ﹤0.01% 1185
2021
Q3 		$376K Hold
47,583
– – ﹤0.01% 1459
2021
Q2 		$327K Sell
47,583
-156
-0.3% -$962 ﹤0.01% 1518
2021
Q1 		$291K Sell
47,739
-655
-1% -$2.73K ﹤0.01% 1813
2020
Q4 		$151K Buy
48,394
+9,616
+25% +$33.5K ﹤0.01% 1964
2020
Q3 		$99K Sell
38,778
-200
-0.5% -$514 ﹤0.01% 1826
2020
Q2 		$89K Sell
38,978
-833
-2% -$1.78K ﹤0.01% 1682
2020
Q1 		$42K Sell
39,811
-10,775
-21% -$36.4K ﹤0.01% 1653
2019
Q4 		$185K Sell
50,586
-3,750
-7% -$12.9K ﹤0.01% 1655
2019
Q3 		$198K Sell
54,336
-1,795
-3% -$7.68K ﹤0.01% 1611
2019
Q2 		$235K Buy
56,131
+366
+0.7% +$1.46K ﹤0.01% 1513
2019
Q1 		$199K Buy
55,765
+199
+0.4% +$662 ﹤0.01% 1587
2018
Q4 		$123K Buy
55,566
+1
+0% +$4 ﹤0.01% 1602
2018
Q3 		$356K Buy
55,565
+37,000
+199% +$263K ﹤0.01% 1290
2018
Q2 		$138K Sell
18,565
-511
-3% -$3.84K ﹤0.01% 1711
2018
Q1 		$134K Buy
19,076
+7,103
+59% +$52.5K ﹤0.01% 1696
2017
Q4 		$92K Sell
11,973
-15,633
-57% -$130K ﹤0.01% 1738
2017
Q3 		$231K Buy
27,606
+1,138
+4% +$7.09K ﹤0.01% 1498
2017
Q2 		$112K Sell
26,468
-14,338
-35% -$57.5K ﹤0.01% 1908
2017
Q1 		$155K Sell
40,806
-5,000
-11% -$19.8K ﹤0.01% 1653
2016
Q4 		$183K Buy
45,806
+9,950
+28% +$40.6K ﹤0.01% 1456
2016
Q3 		$162K Buy
35,856
+1,900
+6% +$9.78K ﹤0.01% 1527
2016
Q2 		$166K Buy
33,956
+7,250
+27% +$41.1K ﹤0.01% 1349
2016
Q1 		$314K Sell
26,706
-200
-0.7% -$2.78K ﹤0.01% 967
2015
Q4 		$536K Buy
26,906
+8,250
+44% +$204K ﹤0.01% 722
2015
Q3 		$453K Sell
18,656
-450
-2% -$11.7K ﹤0.01% 780
2015
Q2 		$486K Sell
19,106
-2,760
-13% -$73.2K ﹤0.01% 669
2015
Q1 		$526K Buy
21,866
+4,908
+29% +$124K ﹤0.01% 717
2014
Q4 		$380K Buy
16,958
+1,573
+10% +$40.9K ﹤0.01% 814
2014
Q3 		$422K Buy
15,385
+3,453
+29% +$104K ﹤0.01% 724
2014
Q2 		$379K Sell
11,932
-6,964
-37% -$207K ﹤0.01% 745
2014
Q1 		$488K Buy
18,896
+2,056
+12% +$56.1K 0.01% 630
2013
Q4 		$438K Buy
16,840
+1,031
+7% +$28.8K 0.01% 560
2013
Q3 		$431K Buy
15,809
+7,646
+94% +$240K 0.01% 488
2013
Q2 		$297K Buy
+8,163
New +$293K 0.01% 547

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's CLMT Position: Q1 2026 in Review

Creative Planning held its Calumet Specialty Products (CLMT) position steady in Q1 2026 at 43,739 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Creative Planning first reported a position in CLMT in Q2 2013 and has held it in 52 quarters since. 180 funds tracked by Wall St. Rank hold CLMT as of Q1 2026.

  • Creative Planning held 43,739 shares of Calumet Specialty Products worth $1.57M as of Q1 2026.
  • Creative Planning left its Calumet Specialty Products share count unchanged in Q1 2026.
  • Calumet Specialty Products made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2092 holding.
  • Creative Planning first reported a position in Calumet Specialty Products in Q2 2013 and has held it in 52 quarters since.
  • 180 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.