Creative Planning
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Creative Planning’s Walmart Inc WMT Stock Holding History

Creative Planning’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 		$317M Buy
2,551,572
+124,930
+5% +$15.3M 0.22% 53
2025
Q4 		$270M Buy
2,426,642
+137,903
+6% +$14.8M 0.19% 54
2025
Q3 		$236M Buy
2,288,739
+189,064
+9% +$18.8M 0.18% 63
2025
Q2 		$205M Buy
2,099,675
+76,190
+4% +$7.26M 0.18% 63
2025
Q1 		$178M Buy
2,023,485
+133,172
+7% +$12.5M 0.17% 66
2024
Q4 		$171M Buy
1,890,313
+89,570
+5% +$7.77M 0.17% 67
2024
Q3 		$143M Buy
1,800,743
+83,376
+5% +$6.12M 0.14% 71
2024
Q2 		$116M Buy
1,717,367
+76,774
+5% +$4.83M 0.12% 77
2024
Q1 		$98.7M Buy
1,640,593
+73,105
+5% +$4.18M 0.11% 83
2023
Q4 		$82.4M Buy
1,567,488
+82,605
+6% +$4.37M 0.15% 88
2023
Q3 		$79.2M Buy
1,484,883
+84,762
+6% +$4.51M 0.11% 92
2023
Q2 		$73.4M Buy
1,400,121
+86,034
+7% +$4.34M 0.1% 91
2023
Q1 		$64.6M Sell
1,314,087
-134,631
-9% -$6.39M 0.09% 97
2022
Q4 		$68.5M Buy
1,448,718
+132,909
+10% +$6.31M 0.1% 97
2022
Q3 		$56.9M Sell
1,315,809
-40,464
-3% -$1.77M 0.1% 92
2022
Q2 		$55M Buy
1,356,273
+223,353
+20% +$10.3M 0.09% 98
2022
Q1 		$56.2M Buy
1,132,920
+63,816
+6% +$3M 0.09% 101
2021
Q4 		$51.6M Sell
1,069,104
-15,330
-1% -$732K 0.08% 94
2021
Q3 		$50.4M Buy
1,084,434
+86,487
+9% +$4.17M 0.09% 93
2021
Q2 		$46.9M Sell
997,947
-106,689
-10% -$4.97M 0.08% 94
2021
Q1 		$50M Sell
1,104,636
-81,126
-7% -$3.76M 0.1% 86
2020
Q4 		$57M Buy
1,185,762
+205,104
+21% +$9.96M 0.13% 71
2020
Q3 		$45.7M Buy
980,658
+51,396
+6% +$2.29M 0.12% 75
2020
Q2 		$37.1M Buy
929,262
+46,494
+5% +$1.91M 0.11% 79
2020
Q1 		$33.4M Buy
882,768
+9,216
+1% +$355K 0.12% 72
2019
Q4 		$34.6M Buy
873,552
+16,902
+2% +$671K 0.1% 85
2019
Q3 		$33.9M Buy
856,650
+13,212
+2% +$499K 0.11% 80
2019
Q2 		$31.1M Sell
843,438
-14,157
-2% -$488K 0.1% 84
2019
Q1 		$27.9M Buy
857,595
+39,306
+5% +$1.27M 0.1% 83
2018
Q4 		$25.4M Sell
818,289
-22,140
-3% -$710K 0.1% 78
2018
Q3 		$26.3M Buy
840,429
+66,705
+9% +$2.04M 0.1% 85
2018
Q2 		$22.1M Sell
773,724
-16,287
-2% -$463K 0.09% 88
2018
Q1 		$23.4M Buy
790,011
+69,936
+10% +$2.25M 0.1% 83
2017
Q4 		$23.7M Buy
720,075
+64,170
+10% +$1.96M 0.1% 83
2017
Q3 		$17.1M Buy
655,905
+42,192
+7% +$1.11M 0.08% 105
2017
Q2 		$15.5M Sell
613,713
-6,726
-1% -$171K 0.08% 105
2017
Q1 		$14.9M Sell
620,439
-43,155
-7% -$993K 0.08% 99
2016
Q4 		$15.3M Buy
663,594
+61,419
+10% +$1.43M 0.09% 97
2016
Q3 		$14.5M Buy
602,175
+8,154
+1% +$198K 0.09% 98
2016
Q2 		$14.5M Buy
594,021
+8,499
+1% +$197K 0.1% 88
2016
Q1 		$13.4M Sell
585,522
-14,412
-2% -$316K 0.1% 86
2015
Q4 		$12.3M Buy
599,934
+47,076
+9% +$945K 0.1% 91
2015
Q3 		$11.9M Sell
552,858
-56,652
-9% -$1.3M 0.11% 88
2015
Q2 		$14.4M Buy
609,510
+74,151
+14% +$1.89M 0.13% 77
2015
Q1 		$14.7M Buy
535,359
+33,912
+7% +$962K 0.14% 71
2014
Q4 		$14.4M Buy
501,447
+25,353
+5% +$685K 0.15% 69
2014
Q3 		$12.1M Buy
476,094
+29,478
+7% +$744K 0.14% 75
2014
Q2 		$11.2M Sell
446,616
-37,143
-8% -$954K 0.14% 73
2014
Q1 		$12.3M Buy
483,759
+43,434
+10% +$1.09M 0.19% 58
2013
Q4 		$11.6M Buy
440,325
+83,901
+24% +$2.17M 0.2% 59
2013
Q3 		$8.79M Buy
356,424
+88,869
+33% +$2.24M 0.17% 61
2013
Q2 		$6.64M Buy
+267,555
New +$6.86M 0.15% 64

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

Creative Planning's WMT Position: Q1 2026 in Review

Creative Planning increased its Walmart Inc (WMT) stake by 5.1% in Q1 2026, buying an estimated $15.3M and bringing the position to 2,551,572 shares worth $317M. The position accounts for 0.22% of the portfolio, ranked #53.

Creative Planning first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Creative Planning held 2,551,572 shares of Walmart Inc worth $317M as of Q1 2026.
  • Creative Planning bought 124,930 Walmart Inc shares in Q1 2026, an estimated $15.3M.
  • Walmart Inc made up 0.22% of Creative Planning's portfolio in Q1 2026, its #53 holding.
  • Creative Planning first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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