Miller Wealth Advisors’s Walmart Inc WMT Stock Holding History

Miller Wealth Advisors’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	$39.9M	Buy	291,745 +289,009	+10,563%	+$35.9M	14.29%	5
2026 Q1	$340K	Hold	2,736	–	–	0.13%	14
2025 Q4	$305K	Hold	2,736	–	–	0.11%	14
2025 Q3	$282K	Hold	2,736	–	–	0.11%	15
2025 Q2	$268K	Hold	2,736	–	–	0.13%	14
2025 Q1	$240K	Hold	2,736	–	–	0.13%	14
2024 Q4	$247K	Hold	2,736	–	–	0.13%	13
2024 Q3	$221K	Hold	2,736	–	–	0.12%	12
2024 Q2	$185K	Hold	2,736	–	–	0.1%	15
2024 Q1	$165K	Hold	2,736	–	–	0.1%	18
2023 Q4	$144K	Hold	2,736	–	–	0.09%	18
2023 Q3	$146K	Hold	2,736	–	–	0.1%	17
2023 Q2	$143K	Buy	+2,736	New	+$138K	0.1%	17
2023 Q1	–	Sell	-3,126	Closed	-$148K	–	77
2022 Q4	$146K	Buy	3,126 +300	+11%	+$14.2K	0.1%	18
2022 Q3	$115K	Hold	2,826	–	–	0.09%	30
2022 Q2	$115K	Hold	2,826	–	–	0.1%	18
2022 Q1	$140K	Hold	2,826	–	–	0.09%	18
2021 Q4	$136K	Buy	+2,826	New	+$135K	0.09%	17

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Miller Wealth Advisors's WMT Position: Q2 2026 in Review

Miller Wealth Advisors increased its Walmart Inc (WMT) stake by 10,563% in Q2 2026, buying an estimated $35.9M and bringing the position to 291,745 shares worth $39.9M. The position accounts for 14.29% of the portfolio, ranked #5.

Miller Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 1,767 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Miller Wealth Advisors held 291,745 shares of Walmart Inc worth $39.9M as of Q2 2026.
Miller Wealth Advisors bought 289,009 Walmart Inc shares in Q2 2026, an estimated $35.9M.
Walmart Inc made up 14.29% of Miller Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Miller Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
1,767 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.