Miller Investment Management’s Walmart Inc WMT Stock Holding History

Miller Investment Management’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	–	Sell	-30,585	Closed	-$3.41M	–	92
2025 Q4	$3.41M	Hold	30,585	–	–	0.33%	30
2025 Q3	$3.15M	Sell	30,585 -17,865	-37%	-$1.78M	0.32%	31
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%	-$121K	0.41%	33
2023 Q2	$2.66M	Hold	50,730	–	–	0.41%	33
2023 Q1	$2.49M	Sell	50,730 -1,077	-2%	-$51.1K	0.41%	31
2022 Q4	$2.45M	Hold	51,807	–	–	0.42%	32
2022 Q3	$2.24M	Sell	51,807 -18	-0%	-$789	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%	+$54.2K	0.43%	25
2020 Q4	$2.43M	Buy	50,655 +2,160	+4%	+$105K	0.45%	23
2020 Q3	$2.26M	Hold	48,495	–	–	0.55%	18
2020 Q2	$1.94M	Buy	48,495 +4,380	+10%	+$180K	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%	-$46.2K	0.39%	32
2016 Q4	$1.06M	Hold	46,122	–	–	0.34%	32
2016 Q3	$1.11M	Sell	46,122 -210	-0.5%	-$5.09K	0.4%	30
2016 Q2	$1.13M	Sell	46,332 -31,305	-40%	-$725K	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%	+$310K	0.68%	16
2015 Q2	$1.52M	Hold	64,137	–	–	0.57%	25
2015 Q1	$1.76M	Sell	64,137 -300	-0.5%	-$8.51K	0.63%	18
2014 Q4	$1.84M	Buy	64,437 +300	+0.5%	+$8.11K	0.7%	14
2014 Q3	$1.64M	Hold	64,137	–	–	0.79%	17
2014 Q2	$1.6M	Sell	64,137 -7,020	-10%	-$180K	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	+$1.82M	1.26%	20

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Miller Investment Management's WMT Position: Q1 2026 in Review

Miller Investment Management sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 30,585 shares — an estimated $3.41M sold.

Miller Investment Management first reported a position in WMT in Q2 2013 and held it in 51 quarters. The position peaked at $4.74M in Q2 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Miller Investment Management reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Miller Investment Management sold 30,585 Walmart Inc shares in Q1 2026, an estimated $3.41M.
Miller Investment Management first reported a position in Walmart Inc in Q2 2013 and held it in 51 quarters.
Miller Investment Management's Walmart Inc position peaked at $4.74M in Q2 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.