Creative Capital Management Investments LLC

Position in WMT — Walmart Inc.

CIK 1957363 SAN DIEGO, CA

Position in WMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$618,512

+$285,815 QoQ

Shares Held

5,461

+104.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#3,117

of 4,382 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Creative Capital Management Investments LLC holds $1,170,231 across 8 Discount Stores names. WMT ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	5,461	$618,512
2	COST	Costco Wholesale Corp /New	559	$522,927
3	TGT	Target Corp	112	$14,628
4	DG	Dollar General Corp	42	$4,834
5	DLTR	Dollar Tree, Inc.	35	$4,233
6	BJ	BJ's Wholesale Club Holdings, Inc.	29	$2,529
7	PSMT	Pricesmart Inc	10	$1,953
8	OLLI	Ollie's Bargain Outlet Holdings, Inc.	8	$615

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,512	5,461	+104.0%	Shares	Sole	2026-07-24
2026-03-31	$332,697	2,677	+0.8%	Shares	Sole	2026-04-21
2025-12-31	$295,904	2,656	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$272,387	2,643	0.0%	Shares	Sole	2025-10-23
2025-06-30	$258,432	2,643	+7.4%	Shares	Sole	2025-07-21
2025-03-31	$215,963	2,460	0.0%	Shares	Sole	2025-04-18
2024-12-31	$222,261	2,460	0.0%	Shares	Sole	2025-01-31
2024-09-30	$198,645	2,460	0.0%	Shares	Sole	2024-10-29
2024-06-30	$166,566	2,460	0.0%	Shares	Sole	2024-07-25
2024-03-31	$148,018	2,460	+192.5%	Shares	Sole	2024-04-23
2023-12-31	$132,583	841	0.0%	Shares	Sole	2024-02-06
2023-09-30	$134,501	841	0.0%	Shares	Sole	2024-04-22
2023-06-30	$132,188	841	-26.8%	Shares	Sole	2024-04-22
2023-03-31	$169,420	1,149	+40.1%	Shares	Sole	2024-04-22
2022-12-31	$116,267	820	—	Shares	Sole	2023-01-13
No filing history on record for this holder in this stock.