Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Walmart Inc WMT Stock Holding History

Kovitz Investment Group Partners’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.86M Sell
14,973
-370
-2% -$45.4K 0.04% 240
2025
Q4 		$1.71M Sell
15,343
-530,568
-97% -$57M 0.04% 252
2025
Q3 		$56.3M Buy
545,911
+246
+0% +$24.5K 0.22% 98
2025
Q2 		$53.4M Sell
545,665
-14,492
-3% -$1.38M 0.23% 97
2025
Q1 		$49.2M Buy
560,157
+143,395
+34% +$13.5M 0.25% 93
2024
Q4 		$37.7M Buy
416,762
+7,347
+2% +$638K 0.18% 110
2024
Q3 		$28M Buy
409,415
+83,564
+26% +$6.14M 0.2% 95
2024
Q2 		$22.1M Buy
325,851
+94,071
+41% +$5.92M 0.19% 91
2024
Q1 		$13.9M Buy
231,780
+40,833
+21% +$2.34M 0.18% 83
2023
Q4 		$10M Sell
190,947
-5,943
-3% -$314K 0.17% 68
2023
Q3 		$10.5M Sell
196,890
-17,862
-8% -$950K 0.19% 57
2023
Q2 		$11.3M Sell
214,752
-6,006
-3% -$303K 0.17% 62
2023
Q1 		$10.8M Buy
220,758
+10,116
+5% +$480K 0.19% 67
2022
Q4 		$9.96M Sell
210,642
-6,579
-3% -$312K 0.2% 75
2022
Q3 		$9.39M Sell
217,221
-5,823
-3% -$255K 0.22% 67
2022
Q2 		$9.04M Sell
223,044
-3,735
-2% -$172K 0.2% 79
2022
Q1 		$11.3M Buy
226,779
+441
+0.2% +$20.7K 0.21% 70
2021
Q4 		$10.9M Sell
226,338
-27,894
-11% -$1.33M 0.26% 60
2021
Q3 		$11.8M Buy
254,232
+1,404
+0.6% +$67.6K 0.24% 59
2021
Q2 		$11.9M Buy
252,828
+26,910
+12% +$1.25M 0.23% 62
2021
Q1 		$10.2M Sell
225,918
-420
-0.2% -$19.5K 0.24% 66
2020
Q4 		$10.9M Sell
226,338
-4,881
-2% -$237K 0.26% 59
2020
Q3 		$10.8M Buy
231,219
+3,345
+1% +$149K 0.3% 55
2020
Q2 		$9.1M Sell
227,874
-6,105
-3% -$251K 0.28% 56
2020
Q1 		$8.86M Sell
233,979
-14,895
-6% -$573K 0.32% 53
2019
Q4 		$9.86M Sell
248,874
-10,809
-4% -$429K 0.29% 58
2019
Q3 		$10.3M Sell
259,683
-16,326
-6% -$616K 0.33% 51
2019
Q2 		$10.2M Sell
276,009
-13,992
-5% -$482K 0.32% 46
2019
Q1 		$9.43M Buy
290,001
+1,602
+0.6% +$51.9K 0.3% 50
2018
Q4 		$8.96M Buy
288,399
+227,802
+376% +$7.3M 0.35% 50
2018
Q3 		$1.9M Buy
60,597
+600
+1% +$18.4K 0.09% 61
2018
Q2 		$1.71M Buy
59,997
+1,011
+2% +$28.7K 0.08% 65
2018
Q1 		$1.75M Sell
58,986
-426
-0.7% -$13.7K 0.08% 65
2017
Q4 		$1.96K Sell
59,412
-4,725
-7% -$145K 0.08% 65
2017
Q3 		$1.67M Buy
64,137
+1,914
+3% +$50.2K 0.08% 69
2017
Q2 		$1.57M Buy
+62,223
New +$1.58M 0.08% 66
2016
Q2 		– Sell
-41,142
Closed -$939K – 128
2016
Q1 		$939K Buy
+41,142
New +$902K 0.06% 85

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kovitz Investment Group Partners's WMT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Walmart Inc (WMT) stake by 2.4% in Q1 2026, selling an estimated $45.4K and leaving 14,973 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #240.

Kovitz Investment Group Partners first reported a position in WMT in Q1 2016 and has held it in 37 quarters since. The position peaked at $56.3M in Q3 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Kovitz Investment Group Partners held 14,973 shares of Walmart Inc worth $1.86M as of Q1 2026.
  • Kovitz Investment Group Partners sold 370 Walmart Inc shares in Q1 2026, an estimated $45.4K.
  • Walmart Inc made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #240 holding.
  • Kovitz Investment Group Partners first reported a position in Walmart Inc in Q1 2016 and has held it in 37 quarters since.
  • Kovitz Investment Group Partners's Walmart Inc position peaked at $56.3M in Q3 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.