Wal-Mart Stores shares owned by Kovitz Investment Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Kovitz Investment Group
from 13F filings
Historical chart of Kovitz Investment Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Kovitz Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-12-31 | $32M | 529k | 61.30 |
| 2015-09-30 | $34M | 527k | 64.84 |
| 2015-06-30 | $37M | 522k | 70.93 |
| 2015-03-31 | $43M | 520k | 82.25 |
| 2014-12-31 | $52M | 600k | 85.88 |
| 2014-09-30 | $60M | 779k | 76.43 |
| 2014-06-30 | $59M | 786k | 75.07 |
| 2014-03-31 | $61M | 804k | 75.32 |
| 2013-12-31 | $67M | 851k | 78.69 |
| 2013-09-30 | $64M | 867k | 73.96 |
| 2013-06-30 | $59M | 793k | 74.49 |
| 2013-03-31 | $60M | 800k | 74.83 |
| 2012-09-30 | $127M | 1.7M | 73.80 |
| 2012-06-30 | $126M | 1.8M | 69.72 |
| 2012-03-31 | $119M | 1.9M | 61.20 |
| 2011-12-31 | $121M | 2.0M | 59.76 |
| 2011-09-30 | $99M | 1.9M | 51.90 |
| 2011-06-30 | $96M | 1.8M | 53.14 |
| 2011-03-31 | $91M | 1.7M | 52.05 |
| 2010-12-31 | $85M | 1.6M | 53.93 |