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Creative Planning WMT Position History
Walmart Inc.
Quarters held
23
Latest value
$20.8M
Q3 2026
Peak value
$308.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $229M |
| Q3 2025 | $3K |
| Q3 2025 | $6.9M |
| Q3 2025 | $14.9M |
| Q3 2025 | $172K |
| Q4 2025 | $261.4M |
| Q4 2025 | $1.1M |
| Q4 2025 | $7.8M |
| Q4 2025 | $14.8M |
| Q4 2025 | $266K |
| Q1 2026 | $8.3M |
| Q1 2026 | $308.9M |
| Q1 2026 | $15.5M |
| Q2 2026 | $7.4M |
| Q2 2026 | $281M |
| Q2 2026 | $173K |
| Q2 2026 | $15.2M |
| Q2 2026 | $3K |
| Q3 2026 | $6.5M |
| Q3 2026 | $263.5M |
| Q3 2026 | $2K |
| Q3 2026 | $221K |
| Q3 2026 | $20.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.8M | 673.6K | — | — |
| Q3 2026 | $221K | 7.1K | — | — |
| Q3 2026 | $2K | 100 | — | — |
| Q3 2026 | $263.5M | 2.54M | — | — |
| Q3 2026 | $6.5M | 62.6K | — | — |
| Q2 2026 | $3K | 2.5K | — | — |
| Q2 2026 | $15.2M | 570.4K | — | — |
| Q2 2026 | $173K | 6.5K | — | — |
| Q2 2026 | $281M | 2.48M | — | — |
| Q2 2026 | $7.4M | 65.5K | — | — |
| Q1 2026 | $15.5M | 564.8K | — | — |
| Q1 2026 | $308.9M | 2.49M | — | — |
| Q1 2026 | $8.3M | 66.4K | — | — |
| Q4 2025 | $266K | 9.2K | — | — |
| Q4 2025 | $14.8M | 511.9K | — | — |
| Q4 2025 | $7.8M | 70.3K | — | — |
| Q4 2025 | $1.1M | 9.8K | — | — |
| Q4 2025 | $261.4M | 2.35M | — | — |
| Q3 2025 | $172K | 8.8K | — | — |
| Q3 2025 | $14.9M | 761.9K | — | — |
| Q3 2025 | $6.9M | 67.2K | — | — |
| Q3 2025 | $3K | 3.5K | — | — |
| Q3 2025 | $229M | 2.22M | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B