Wal-Mart Stores shares owned by Creative Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236M | 2.3M | 103.06 |
| 2025-06-30 | $206M | 2.1M | 97.78 |
| 2025-03-31 | $178M | 2.0M | 87.79 |
| 2024-12-31 | $174M | 1.9M | 90.35 |
| 2024-09-30 | $145M | 1.8M | 80.75 |
| 2024-06-30 | $116M | 1.7M | 67.71 |
| 2024-03-31 | $99M | 1.6M | 60.17 |
| 2023-12-31 | $82M | 523k | 157.65 |
| 2023-09-30 | $79M | 495k | 159.93 |
| 2023-06-30 | $37M | 468k | 78.80 |
| 2023-03-31 | $65M | 440k | 147.45 |
| 2022-12-31 | $69M | 484k | 141.79 |
| 2022-09-30 | $293k | 440k | 0.67 |
| 2022-06-30 | $55M | 455k | 121.58 |
| 2022-03-31 | $0 | 380k | 0.00 |
| 2021-12-31 | $52M | 356k | 144.69 |
| 2021-09-30 | $50M | 362k | 139.38 |
| 2021-06-30 | $47M | 333k | 141.02 |
| 2021-03-31 | $50M | 370k | 135.83 |
| 2020-12-31 | $57M | 396k | 144.15 |
| 2020-09-30 | $46M | 327k | 139.91 |
| 2020-06-30 | $37M | 310k | 119.78 |
| 2020-03-31 | $33M | 294k | 113.62 |
| 2019-12-31 | $35M | 292k | 118.84 |
| 2019-09-30 | $34M | 286k | 118.68 |
| 2019-06-30 | $31M | 281k | 110.49 |
| 2019-03-31 | $28M | 287k | 97.53 |
| 2018-12-31 | $25M | 273k | 93.15 |
| 2018-09-30 | $26M | 280k | 93.91 |
| 2018-06-30 | $22M | 258k | 85.65 |
| 2018-03-31 | $23M | 263k | 88.97 |
| 2017-12-31 | $24M | 240k | 98.75 |
| 2017-09-30 | $17M | 219k | 78.14 |
| 2017-06-30 | $16M | 205k | 75.68 |
| 2017-03-31 | $15M | 207k | 72.08 |
| 2016-12-31 | $15M | 221k | 69.12 |
| 2016-09-30 | $15M | 201k | 72.12 |
| 2016-06-30 | $15M | 200k | 73.02 |
| 2016-03-31 | $13M | 195k | 68.49 |
| 2015-12-31 | $12M | 201k | 61.30 |
| 2015-09-30 | $12M | 184k | 64.84 |
| 2015-06-30 | $14M | 203k | 70.93 |
| 2015-03-31 | $15M | 179k | 82.25 |
| 2014-12-31 | $14M | 167k | 85.88 |
| 2014-09-30 | $12M | 159k | 76.47 |
| 2014-06-30 | $11M | 149k | 75.07 |
| 2014-03-31 | $12M | 161k | 76.43 |
| 2013-12-31 | $12M | 147k | 78.69 |
| 2013-09-30 | $8.8M | 119k | 73.96 |
| 2013-06-30 | $6.6M | 89k | 74.49 |
| 2012-12-31 | $5.0M | 73k | 68.24 |
| 2012-09-30 | $4.8M | 65k | 73.81 |
| 2012-06-30 | $3.8M | 55k | 69.71 |
| 2011-12-31 | $2.4M | 40k | 59.77 |