Kovitz Investment Group Partners, LLC Walmart Inc. Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 545,911 shares of WMT stock, worth $56.2 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
545,911
Previous 545,665 0.05%
Holding current value
$56.2 Million
Previous $53.4 Million 5.45%
% of portfolio
0.24%
Previous 0.25%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$94.4 - $104.27 $23,222 - $25,650
246 Added 0.05%
545,911 $56.3 Million
Q2 2025

Aug 14, 2025
SELL
$81.79 - $99.98 $1.19 Million - $1.45 Million
-14,492 Reduced 2.59%
545,665 $53.4 Million
Q1 2025

May 13, 2025
BUY
$84.5 - $105.05 $26.5 Million - $32.9 Million
313,436 Added 127.04%
560,157 $49.2 Million
Q4 2024

Aug 25, 2025
SELL
$79.1 - $95.7 $10.2 Million - $12.3 Million
-128,903 Reduced 23.62%
416,762 $37.7 Million
Q4 2024

Feb 14, 2025
SELL
$79.1 - $95.7 $12.9 Million - $15.6 Million
-162,694 Reduced 39.74%
246,721 $22.3 Million
Q3 2024

Nov 14, 2024
BUY
$66.91 - $81.4 $5.59 Million - $6.8 Million
83,564 Added 25.64%
409,415 $33.1 Million
Q2 2024

Aug 14, 2024
BUY
$58.85 - $68.9 $5.54 Million - $6.48 Million
94,071 Added 40.59%
325,851 $22.1 Million
Q1 2024

May 14, 2024
BUY
$58.61 - $175.86 $9.85 Million - $29.6 Million
168,131 Added 264.15%
231,780 $13.9 Million
Q4 2023

Feb 07, 2024
SELL
$150.86 - $169.78 $298,853 - $336,334
-1,981 Reduced 3.02%
63,649 $10 Million
Q3 2023

Nov 09, 2023
SELL
$153.49 - $165.25 $913,879 - $983,898
-5,954 Reduced 8.32%
65,630 $10.5 Million
Q2 2023

Aug 08, 2023
SELL
$146.06 - $157.73 $292,412 - $315,775
-2,002 Reduced 2.72%
71,584 $11.3 Million
Q1 2023

May 11, 2023
BUY
$136.97 - $147.45 $461,862 - $497,201
3,372 Added 4.8%
73,586 $10.9 Million
Q4 2022

Jan 19, 2023
SELL
$128.56 - $153.48 $281,932 - $336,581
-2,193 Reduced 3.03%
70,214 $9.96 Million
Q3 2022

Nov 09, 2022
SELL
$121.98 - $139.52 $236,763 - $270,808
-1,941 Reduced 2.61%
72,407 $9.39 Million
Q2 2022

Aug 02, 2022
SELL
$118.29 - $159.87 $147,271 - $199,038
-1,245 Reduced 1.65%
74,348 $9.04 Million
Q1 2022

Apr 22, 2022
BUY
$133.53 - $149.87 $19,628 - $22,030
147 Added 0.19%
75,593 $11.3 Million
Q4 2021

Feb 04, 2022
SELL
$135.47 - $151.28 $1.26 Million - $1.41 Million
-9,298 Reduced 10.97%
75,446 $10.9 Million
Q3 2021

Oct 28, 2021
BUY
$139.32 - $151.45 $65,201 - $70,878
468 Added 0.56%
84,744 $11.8 Million
Q2 2021

Aug 04, 2021
BUY
$135.17 - $142.42 $1.21 Million - $1.28 Million
8,970 Added 11.91%
84,276 $11.9 Million
Q1 2021

May 06, 2021
SELL
$127.53 - $148.97 $17,854 - $20,855
-140 Reduced 0.19%
75,306 $10.2 Million
Q4 2020

Feb 12, 2021
SELL
$138.75 - $152.79 $225,746 - $248,589
-1,627 Reduced 2.11%
75,446 $10.9 Million
Q3 2020

Nov 10, 2020
BUY
$118.89 - $147.68 $132,562 - $164,663
1,115 Added 1.47%
77,073 $10.8 Million
Q2 2020

Aug 12, 2020
SELL
$114.14 - $132.33 $232,274 - $269,291
-2,035 Reduced 2.61%
75,958 $9.1 Million
Q1 2020

May 15, 2020
SELL
$104.05 - $122.58 $516,608 - $608,609
-4,965 Reduced 5.98%
77,993 $8.86 Million
Q4 2019

Feb 13, 2020
SELL
$116.12 - $121.28 $418,380 - $436,971
-3,603 Reduced 4.16%
82,958 $9.86 Million
Q3 2019

Nov 14, 2019
SELL
$105.22 - $118.68 $572,607 - $645,856
-5,442 Reduced 5.92%
86,561 $10.3 Million
Q2 2019

Aug 14, 2019
SELL
$96.94 - $111.24 $452,128 - $518,823
-4,664 Reduced 4.82%
92,003 $10.2 Million
Q1 2019

May 15, 2019
BUY
$92.86 - $102.2 $49,587 - $54,574
534 Added 0.56%
96,667 $9.43 Million
Q4 2018

Feb 14, 2019
BUY
$85.82 - $105.56 $6.52 Million - $8.02 Million
75,934 Added 375.93%
96,133 $8.96 Million
Q3 2018

Nov 14, 2018
BUY
$84.0 - $98.64 $16,800 - $19,728
200 Added 1.0%
20,199 $1.9 Million
Q2 2018

Aug 14, 2018
BUY
$82.4 - $88.46 $27,768 - $29,811
337 Added 1.71%
19,999 $1.71 Million
Q1 2018

May 15, 2018
SELL
$85.42 - $109.55 $12,129 - $15,556
-142 Reduced 0.72%
19,662 $1.75 Million
Q4 2017

Feb 14, 2018
SELL
$78.45 - $99.62 $123,558 - $156,901
-1,575 Reduced 7.37%
19,804 $1.96 Million
Q3 2017

Nov 14, 2017
BUY
$78.03 - $81.61 $1.67 Million - $1.74 Million
21,379
21,379 $1.67 Million

Others Institutions Holding WMT

# of Institutions
4,612
Shares Held
2.77B
Call Options Held
39.1M
Put Options Held
34.8M
View Full List

About Walmart Inc.

WMT Quotes by TradingView
  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $279B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
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