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Miller Financial Services’s Walmart Inc WMT Stock Holding History

Miller Financial Services’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
Q2 		$239K Buy
+2,112
New +$262K 0.19% 118
2025
Q1 		– Sell
-2,559
Closed -$231K – 134
2024
Q4 		$231K Buy
+2,559
New +$222K 0.2% 110

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Miller Financial Services's WMT Position: Q2 2026 in Review

Miller Financial Services opened a new position in Walmart Inc (WMT) in Q2 2026: 2,112 shares worth $239K. The stake represents 0.19% of the portfolio and ranks #118 among its holdings. This is a return to the name: Miller Financial Services previously reported a position in WMT as recently as Q4 2024.

Miller Financial Services first reported a position in WMT in Q4 2024 and has held it in 2 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Miller Financial Services held 2,112 shares of Walmart Inc worth $239K as of Q2 2026.
  • Walmart Inc was a new Miller Financial Services position in Q2 2026.
  • Walmart Inc made up 0.19% of Miller Financial Services's portfolio in Q2 2026, its #118 holding.
  • Miller Financial Services first reported a position in Walmart Inc in Q4 2024 and has held it in 2 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.