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
2023 Q3	–	Sell	-3,000	Closed	-$78.8K	–	3054
2023 Q2	$78.8K	Sell	3,000 -1,800	-38%	-$90.8K	﹤0.01%	2387
2023 Q1	$75.3K	Buy	+4,800	New	+$228K	﹤0.01%	2288
2022 Q3	–	Sell	-2,700	Closed	-$12K	–	2456
2022 Q2	$12K	Buy	+2,700	New	+$125K	﹤0.01%	2183
2021 Q2	–	Sell	-4,500	Closed	-$40K	–	2611
2021 Q1	$40K	Buy	4,500 +1,500	+50%	+$69.5K	﹤0.01%	2377
2020 Q4	$46K	Buy	+3,000	New	+$146K	﹤0.01%	2112
2020 Q1	–	Sell	-2,400	Closed	-$23K	–	2103
2019 Q4	$23K	Buy	+2,400	New	+$95.3K	﹤0.01%	1869
2018 Q2	–	Sell	-300	Closed	-$1K	–	2184
2018 Q1	$1K	Buy	+300	New	+$9.65K	﹤0.01%	2031
2016 Q3	–	Sell	-4,500	Closed	-$20K	–	4752
2016 Q2	$20K	Buy	+4,500	New	+$104K	﹤0.01%	2814

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.