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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WMT holding history

Walmart Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
2,546,299
Value
$288.4M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,546,299$288.4M0.2%−5,273−0.2%ReducedHolders
Q1 20262,551,572$317.1M0.2%+124,930+5.1%AddedHolders
Q4 20252,426,642$270.4M0.2%+137,903+6.0%AddedHolders
Q3 20252,288,739$235.9M0.2%+189,064+9.0%AddedHolders
Q2 20252,099,675$205.3M0.2%+76,190+3.8%AddedHolders
Q1 20252,023,485$177.6M0.2%+133,172+7.0%AddedHolders
Q4 20241,890,313$170.8M0.2%+89,570+5.0%AddedHolders
Q3 20241,800,743$143.0M0.1%+83,376+4.9%AddedHolders
Q2 20241,717,367$116.3M0.1%+76,774+4.7%AddedHolders
Q1 20241,640,593$98.7M0.1%+73,105+4.7%AddedConverted for a 3-for-1 splitHolders
Q4 2023522,496$82.4M0.2%+27,535+5.6%AddedHolders
Q3 2023494,961$79.2M0.1%+28,254+6.1%AddedHolders
Q2 2023466,707$73.4M0.1%+28,678+6.5%AddedHolders
Q1 2023438,029$64.6M0.1%−44,877−9.3%ReducedHolders
Q4 2022482,906$68.5M0.1%+44,303+10.1%AddedHolders
Q3 2022438,603$56.9M0.1%−13,488−3.0%ReducedHolders
Q2 2022452,091$55.0M0.1%+74,451+19.7%AddedHolders
Q1 2022377,640$56.2M0.1%+21,272+6.0%AddedHolders
Q4 2021356,368$51.6M0.1%−5,110−1.4%ReducedHolders
Q3 2021361,478$50.4M0.1%+28,829+8.7%AddedHolders
Q2 2021332,649$46.9M0.1%−35,563−9.7%ReducedHolders
Q1 2021368,212$50.0M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.