Wal-Mart Stores shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 232k | 60.17 |
| 2023-12-31 | $10M | 64k | 157.65 |
| 2023-09-30 | $11M | 66k | 159.93 |
| 2023-06-30 | $11M | 72k | 157.18 |
| 2023-03-31 | $11M | 74k | 147.45 |
| 2022-12-31 | $10M | 70k | 141.80 |
| 2022-09-30 | $9.4M | 72k | 129.70 |
| 2022-06-30 | $9.0M | 74k | 121.58 |
| 2022-03-31 | $11M | 76k | 148.92 |
| 2021-12-31 | $11M | 75k | 144.16 |
| 2021-09-30 | $12M | 85k | 139.38 |
| 2021-06-30 | $12M | 84k | 141.02 |
| 2021-03-31 | $10M | 75k | 135.83 |
| 2020-12-31 | $11M | 75k | 144.16 |
| 2020-09-30 | $11M | 77k | 139.91 |
| 2020-06-30 | $9.1M | 76k | 119.78 |
| 2020-03-31 | $8.9M | 78k | 113.63 |
| 2019-12-31 | $9.9M | 83k | 118.84 |
| 2019-09-30 | $10M | 87k | 118.68 |
| 2019-06-30 | $10M | 92k | 110.49 |
| 2019-03-31 | $9.4M | 97k | 97.53 |
| 2018-12-31 | $9.0M | 96k | 93.15 |
| 2018-09-30 | $1.9M | 20k | 93.92 |
| 2018-06-30 | $1.7M | 20k | 85.65 |
| 2018-03-31 | $1.7M | 20k | 88.95 |
| 2017-12-31 | $2.0M | 20k | 98.77 |
| 2017-09-30 | $1.7M | 21k | 78.16 |
| 2017-06-30 | $1.6M | 21k | 75.70 |
| 2016-03-31 | $939k | 14k | 68.47 |
More positions owned by Kovitz Investment Group Partners
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