CREATIVE FINANCIAL DESIGNS INC /ADV

Position in WMT — Walmart Inc.

CIK 819864 KOKOMO, IN

Position in WMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,836,284

+$48,144 QoQ

Shares Held

16,213

+12.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#2,068

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,477,905 across 6 Discount Stores names. WMT ranks #2 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,735	$2,558,510
2	WMT	Walmart Inc. This page	16,213	$1,836,284
3	DLTR	Dollar Tree, Inc.	341	$41,243
4	DG	Dollar General Corp	188	$21,640
5	TGT	Target Corp	149	$19,460
6	OLLI	Ollie's Bargain Outlet Holdings, Inc.	10	$768

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,836,284	16,213	+12.7%	Shares	Sole	2026-07-28
2026-03-31	$1,788,140	14,388	+64.8%	Shares	Sole	2026-04-13
2025-12-31	$972,386	8,728	+18.9%	Shares	Sole	2026-02-06
2025-09-30	$756,666	7,342	+4.1%	Shares	Sole	2025-11-12
2025-06-30	$689,740	7,054	-7.0%	Shares	Sole	2025-08-04
2025-03-31	$665,623	7,582	+10.6%	Shares	Sole	2025-04-23
2024-12-31	$619,529	6,857	-1.9%	Shares	Sole	2025-02-10
2024-09-30	$564,200	6,987	+2.0%	Shares	Sole	2024-10-28
2024-06-30	$463,813	6,850	+125.8%	Shares	Sole	2024-08-06
2024-03-31	$182,555	3,034	+235.6%	Shares	Sole	2024-05-01
2023-12-31	$142,515	904	+13.0%	Shares	Sole	2024-01-10
2023-09-30	$127,944	800	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$127,001	808	-59.7%	Shares	Sole	2023-07-26
2023-03-31	$295,784	2,006	-31.6%	Shares	Sole	2023-04-25
2022-12-31	$416,011	2,934	-7.1%	Shares	Sole	2023-02-01
2022-09-30	$409,721	3,159	+0.2%	Shares	Sole	2022-11-01
2022-06-30	$383,463	3,154	+12.2%	Shares	Sole	2022-08-01
2022-03-31	$418,614	2,811	-13.2%	Shares	Sole	2022-04-15
2021-12-31	$468,506	3,238	+8.1%	Shares	Sole	2022-01-26
2021-09-30	$417,582	2,996	-21.8%	Shares	Sole	2021-10-08
2021-06-30	$540,389	3,832	+14.5%	Shares	Sole	2021-07-27
2021-03-31	$454,487	3,346	+26.8%	Shares	Sole	2021-04-19
2020-12-31	$380,411	2,639	+6.5%	Shares	Sole	2021-01-08
2020-09-30	$346,837	2,479	+170.6%	Shares	Sole	2020-10-06
2020-06-30	$109,718	916	+47.3%	Shares	Sole	2020-07-23
2020-03-31	$70,671	622	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.