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Wal-Mart Stores shares owned by Creative Financial Designs

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Creative Financial Designs consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $757k 7.3k 103.07
2025-06-30 $690k 7.1k 97.78
2025-03-31 $666k 7.6k 87.79
2024-12-31 $620k 6.9k 90.35
2024-09-30 $564k 7.0k 80.75
2024-06-30 $464k 6.9k 67.71
2024-03-31 $183k 3.0k 60.18
2023-12-31 $143k 904 157.72
2023-09-30 $128k 800 160.01
2023-06-30 $127k 808 157.18
2023-03-31 $296k 2.0k 147.47
2022-12-31 $416k 2.9k 141.78
2022-09-30 $410k 3.2k 129.79
2022-06-30 $383k 3.2k 121.43
2022-03-31 $419k 2.8k 149.06
2021-12-31 $468k 3.2k 144.53
2021-09-30 $418k 3.0k 139.52
2021-06-30 $540k 3.8k 140.92
2021-03-31 $454k 3.3k 135.68
2020-12-31 $380k 2.6k 143.99
2020-09-30 $347k 2.5k 139.98
2020-06-30 $110k 916 120.09
2020-03-31 $71k 622 114.15
2019-12-31 $86k 725 118.62
2019-09-30 $96k 825 116.36
2019-06-30 $25k 221 113.12
2019-03-31 $22k 226 97.35
2018-12-31 $10k 112 89.29
2018-09-30 $6.0k 60 100.00
2018-06-30 $64k 751 85.22
2018-03-31 $40k 450 88.89
2017-12-31 $56k 582 96.22
2017-09-30 $45k 582 77.32
2017-06-30 $44k 581 75.73
2017-03-31 $40k 578 69.20
2016-12-31 $41k 616 66.56

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
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Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Bank of New York Mellon
Wells Fargo & Company

View all funds holding Wal-Mart Stores