Miller Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Hold |
48,450
| – | – | 0.5% | 26 |
|
|
2025
Q1 | $4.25M | Hold |
48,450
| – | – | 0.47% | 27 |
|
|
2024
Q4 | $4.38M | Hold |
48,450
| – | – | 0.48% | 27 |
|
|
2024
Q3 | $3.91M | Hold |
48,450
| – | – | 0.41% | 28 |
|
|
2024
Q2 | $3.28M | Hold |
48,450
| – | – | 0.39% | 32 |
|
|
2024
Q1 | $2.92M | Hold |
48,450
| – | – | 0.37% | 34 |
|
|
2023
Q4 | $2.55M | Hold |
48,450
| – | – | 0.36% | 37 |
|
|
2023
Q3 | $2.58M | Sell |
48,450
-2,280
| -4% | -$122K | 0.41% | 33 |
|
|
2023
Q2 | $2.66M | Hold |
50,730
| – | – | 0.41% | 33 |
|
|
2023
Q1 | $2.49M | Sell |
50,730
-1,077
| -2% | -$52.9K | 0.41% | 31 |
|
|
2022
Q4 | $2.45M | Hold |
51,807
| – | – | 0.42% | 32 |
|
|
2022
Q3 | $2.24M | Sell |
51,807
-18
| -0% | -$778 | 0.47% | 29 |
|
|
2022
Q2 | $2.1M | Hold |
51,825
| – | – | 0.43% | 31 |
|
|
2022
Q1 | $2.57M | Hold |
51,825
| – | – | 0.41% | 31 |
|
|
2021
Q4 | $2.5M | Hold |
51,825
| – | – | 0.36% | 33 |
|
|
2021
Q3 | $2.41M | Hold |
51,825
| – | – | 0.41% | 30 |
|
|
2021
Q2 | $2.44M | Hold |
51,825
| – | – | 0.42% | 25 |
|
|
2021
Q1 | $2.35M | Buy |
51,825
+1,170
| +2% | +$53K | 0.43% | 25 |
|
|
2020
Q4 | $2.43M | Buy |
50,655
+2,160
| +4% | +$104K | 0.45% | 23 |
|
|
2020
Q3 | $2.26M | Hold |
48,495
| – | – | 0.55% | 18 |
|
|
2020
Q2 | $1.94M | Buy |
48,495
+4,380
| +10% | +$175K | 0.57% | 20 |
|
|
2020
Q1 | $1.67M | Hold |
44,115
| – | – | 0.54% | 21 |
|
|
2019
Q4 | $1.75M | Hold |
44,115
| – | – | 0.39% | 31 |
|
|
2019
Q3 | $1.75M | Hold |
44,115
| – | – | 0.4% | 31 |
|
|
2019
Q2 | $1.63M | Hold |
44,115
| – | – | 0.37% | 34 |
|
|
2019
Q1 | $1.43M | Hold |
44,115
| – | – | 0.38% | 34 |
|
|
2018
Q4 | $1.37M | Hold |
44,115
| – | – | 0.4% | 31 |
|
|
2018
Q3 | $1.38M | Hold |
44,115
| – | – | 0.42% | 31 |
|
|
2018
Q2 | $1.26M | Hold |
44,115
| – | – | 0.38% | 34 |
|
|
2018
Q1 | $1.31M | Hold |
44,115
| – | – | 0.43% | 31 |
|
|
2017
Q4 | $1.45M | Hold |
44,115
| – | – | 0.44% | 31 |
|
|
2017
Q3 | $1.15M | Hold |
44,115
| – | – | 0.37% | 33 |
|
|
2017
Q2 | $1.11M | Hold |
44,115
| – | – | 0.39% | 31 |
|
|
2017
Q1 | $1.06M | Sell |
44,115
-2,007
| -4% | -$48.2K | 0.39% | 32 |
|
|
2016
Q4 | $1.06M | Hold |
46,122
| – | – | 0.34% | 32 |
|
|
2016
Q3 | $1.11M | Sell |
46,122
-210
| -0.5% | -$5.05K | 0.4% | 30 |
|
|
2016
Q2 | $1.13M | Sell |
46,332
-31,305
| -40% | -$762K | 0.44% | 29 |
|
|
2016
Q1 | $1.77M | Hold |
77,637
| – | – | 0.77% | 18 |
|
|
2015
Q4 | $1.59M | Hold |
77,637
| – | – | 0.61% | 21 |
|
|
2015
Q3 | $1.68M | Buy |
77,637
+13,500
| +21% | +$292K | 0.68% | 16 |
|
|
2015
Q2 | $1.52M | Hold |
64,137
| – | – | 0.57% | 25 |
|
|
2015
Q1 | $1.76M | Sell |
64,137
-300
| -0.5% | -$8.22K | 0.63% | 18 |
|
|
2014
Q4 | $1.85M | Buy |
64,437
+300
| +0.5% | +$8.59K | 0.7% | 14 |
|
|
2014
Q3 | $1.64M | Hold |
64,137
| – | – | 0.79% | 17 |
|
|
2014
Q2 | $1.61M | Sell |
64,137
-7,020
| -10% | -$176K | 0.71% | 26 |
|
|
2014
Q1 | $1.81M | Hold |
71,157
| – | – | 1.02% | 26 |
|
|
2013
Q4 | $1.87M | Hold |
71,157
| – | – | 1.04% | 28 |
|
|
2013
Q3 | $1.75M | Hold |
71,157
| – | – | 1.05% | 28 |
|
|
2013
Q2 | $1.77M | Buy |
+71,157
| New | +$1.77M | 1.26% | 20 |
|