Miller Investment Management, LP historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Miller Investment Management, LP opened 54 positions, added to 121, reduced 187 and sold out of 45.
- Q2 2026: Stock QCOM; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock THG; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock GS; Country of operation United States; Class COM; Shares before 0.
- Q1 2026: Stock MDT; Country of operation Ireland; Class SHS; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1407382), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2007-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | QCOM
QUALCOMM INC | United States | COM | 0 | 1,448 | +1,448 | $0 | $267,576 | +$267,576 | 2026-08-13 |
|---|
| Q2 2026 | THG
HANOVER INS GROUP INC | United States | COM | 0 | 1,025 | +1,025 | $0 | $219,473 | +$219,473 | 2026-08-13 |
|---|
| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 0 | 202 | +202 | $0 | $204,297 | +$204,297 | 2026-08-13 |
|---|
| Q1 2026 | MDT
MEDTRONIC PLC | Ireland | SHS | 0 | 15,885 | +15,885 | $0 | $1,376,435 | +$1,376,435 | 2026-05-08 |
|---|
| Q1 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 0 | 383 | +383 | $0 | $231,481 | +$231,481 | 2026-05-08 |
|---|
| Q1 2026 | TDY
TELEDYNE TECHNOLOGIES INC | United States | COM | 0 | 381 | +381 | $0 | $230,509 | +$230,509 | 2026-05-08 |
|---|
| Q4 2025 | DHR
DANAHER CORPORATION | United States | COM | 0 | 992 | +992 | $0 | $227,089 | +$227,089 | 2026-02-11 |
|---|
| Q3 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 0 | 1,495 | +1,495 | $0 | $278,937 | +$278,937 | 2025-11-10 |
|---|
| Q3 2025 | APH
AMPHENOL CORP NEW | United States | CL A | 0 | 2,178 | +2,178 | $0 | $269,528 | +$269,528 | 2025-11-10 |
|---|
| Q3 2025 | TDY
TELEDYNE TECHNOLOGIES INC | United States | COM | 0 | 381 | +381 | $0 | $223,281 | +$223,281 | 2025-11-10 |
|---|
| Q2 2025 | BLK
BLACKROCK INC | United States | COM | 0 | 211 | +211 | $0 | $221,392 | +$221,392 | 2025-08-06 |
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| Q1 2025 | MRP
MILLROSE PPTYS INC | United States | COM C | 0 | 49,442 | +49,442 | $0 | $1,310,707 | +$1,310,707 | 2025-05-07 |
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| Q1 2025 | CI
THE CIGNA GROUP | United States | COM | 0 | 620 | +620 | $0 | $203,980 | +$203,980 | 2025-05-07 |
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| Q4 2024 | BLK
BLACKROCK INC | United States | COM | 0 | 211 | +211 | $0 | $216,298 | +$216,298 | 2025-02-13 |
|---|
| Q3 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 0 | 383 | +383 | $0 | $223,886 | +$223,886 | 2024-11-14 |
|---|
| Q2 2024 | AMZN
AMAZON COM INC | United States | COM | 0 | 20,615 | +20,615 | $0 | $3,983,849 | +$3,983,849 | 2024-08-13 |
|---|
| Q1 2024 | CI
THE CIGNA GROUP | United States | COM | 0 | 620 | +620 | $0 | $225,178 | +$225,178 | 2024-05-14 |
|---|
| Q1 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 0 | 1,320 | +1,320 | $0 | $200,983 | +$200,983 | 2024-05-14 |
|---|
| Q3 2016 | HD
HOME DEPOT INC | United States | COM | 0 | 3,313 | +3,313 | $0 | $426,000 | +$426,000 | 2016-11-14 |
|---|
| Q3 2016 | PYPL
PAYPAL HLDGS INC | United States | COM | 0 | 9,912 | +9,912 | $0 | $406,000 | +$406,000 | 2016-11-14 |
|---|
| Q3 2016 | TJX
TJX COS INC NEW | United States | COM | 0 | 4,607 | +4,607 | $0 | $345,000 | +$345,000 | 2016-11-14 |
|---|
| Q3 2016 | CTAS
CINTAS CORP | United States | COM | 0 | 2,961 | +2,961 | $0 | $333,000 | +$333,000 | 2016-11-14 |
|---|
| Q3 2016 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 0 | 2,383 | +2,383 | $0 | $291,000 | +$291,000 | 2016-11-14 |
|---|
| Q3 2016 | COR
AMERISOURCEBERGEN CORP | United States | COM | 0 | 3,045 | +3,045 | $0 | $246,000 | +$246,000 | 2016-11-14 |
|---|
| Q2 2016 | BAC
BANK AMER CORP | United States | COM | 0 | 47,415 | +47,415 | $0 | $629,000 | +$629,000 | 2016-08-15 |
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| Q2 2016 | C
CITIGROUP INC | United States | COM NEW | 0 | 12,100 | +12,100 | $0 | $513,000 | +$513,000 | 2016-08-15 |
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| Q2 2016 | EPD
ENTERPRISE PRODS PARTNERS LP | United States | COM | 0 | 7,500 | +7,500 | $0 | $219,000 | +$219,000 | 2016-08-15 |
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| Q1 2016 | TMHC
TAYLOR MORRISON HOME CORP | United States | CL A | 0 | 10,100 | +10,100 | $0 | $143,000 | +$143,000 | 2016-05-13 |
|---|
| Q4 2015 | MU
MICRON TECHNOLOGY INC | United States | COM | 0 | 30,000 | +30,000 | $0 | $425,000 | +$425,000 | 2016-02-12 |
|---|
| Q4 2015 | MCD
MCDONALDS CORP | United States | COM | 0 | 2,000 | +2,000 | $0 | $236,000 | +$236,000 | 2016-02-12 |
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| Q1 2015 | MDT
MEDTRONIC INC | Ireland | COM | 0 | 25,165 | +25,165 | $0 | $1,963,000 | +$1,963,000 | 2015-05-13 |
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| Q1 2015 | ET
ENERGY TRANSFER EQUITY L P | United States | COM UT LTD PTN | 0 | 27,500 | +27,500 | $0 | $1,742,000 | +$1,742,000 | 2015-05-13 |
|---|
| Q1 2015 | AAPL
APPLE INC | United States | COM | 0 | 6,018 | +6,018 | $0 | $749,000 | +$749,000 | 2015-05-13 |
|---|
| Q1 2015 | MKL
MARKEL CORP | United States | COM | 0 | 875 | +875 | $0 | $673,000 | +$673,000 | 2015-05-13 |
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| Q1 2015 | CSCO
CISCO SYS INC | United States | COM | 0 | 22,500 | +22,500 | $0 | $619,000 | +$619,000 | 2015-05-13 |
|---|
| Q1 2015 | ABT
ABBOTT LABS | United States | COM | 0 | 11,640 | +11,640 | $0 | $539,000 | +$539,000 | 2015-05-13 |
|---|
| Q1 2015 | INTC
INTEL CORP | United States | COM | 0 | 15,213 | +15,213 | $0 | $476,000 | +$476,000 | 2015-05-13 |
|---|
| Q1 2015 | MA
MASTERCARD INC | United States | CL A | 0 | 5,210 | +5,210 | $0 | $450,000 | +$450,000 | 2015-05-13 |
|---|
| Q1 2015 | FDX
FEDEX CORP | United States | COM | 0 | 2,500 | +2,500 | $0 | $414,000 | +$414,000 | 2015-05-13 |
|---|
| Q1 2015 | V
VISA INC | United States | COM CL A | 0 | 4,664 | +4,664 | $0 | $305,000 | +$305,000 | 2015-05-13 |
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| Q1 2015 | EPD
ENTERPRISE PRODS PARTNERS LP | United States | COM | 0 | 7,500 | +7,500 | $0 | $247,000 | +$247,000 | 2015-05-13 |
|---|
| Q1 2015 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 0 | 2,779 | +2,779 | $0 | $214,000 | +$214,000 | 2015-05-13 |
|---|
| Q4 2014 | DVN
DEVON ENERGY CORP NEW | United States | COM | 0 | 7,399 | +7,399 | $0 | $453,000 | +$453,000 | 2015-02-13 |
|---|
| Q4 2014 | GD
GENERAL DYNAMICS CORP | United States | COM | 0 | 1,554 | +1,554 | $0 | $214,000 | +$214,000 | 2015-02-13 |
|---|
| Q1 2014 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 0 | 37,594 | +37,594 | $0 | $1,788,000 | +$1,788,000 | 2014-05-13 |
|---|
| Q1 2014 | LOW
LOWES COS INC | United States | COM | 0 | 26,730 | +26,730 | $0 | $1,307,000 | +$1,307,000 | 2014-05-13 |
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| Q1 2014 | KN
KNOWLES CORP | United States | COM | 0 | 11,043 | +11,043 | $0 | $349,000 | +$349,000 | 2014-05-13 |
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| Q1 2014 | SENEA
SENECA FOODS CORP NEW | United States | CL A | 0 | 9,668 | +9,668 | $0 | $304,000 | +$304,000 | 2014-05-13 |
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| Q4 2013 | ABBV
ABBVIE INC | United States | COM | 0 | 4,140 | +4,140 | $0 | $219,000 | +$219,000 | 2014-02-11 |
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| Q4 2013 | KO
COCA COLA CO | United States | COM | 0 | 5,200 | +5,200 | $0 | $215,000 | +$215,000 | 2014-02-11 |
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| Q4 2013 | AAPL
APPLE INC | United States | COM | 0 | 366 | +366 | $0 | $205,000 | +$205,000 | 2014-02-11 |
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| Q4 2013 | QCOM
QUALCOMM INC | United States | COM | 0 | 2,748 | +2,748 | $0 | $204,000 | +$204,000 | 2014-02-11 |
|---|
| Q3 2013 | MET
METLIFE INC | United States | COM | 0 | 4,325 | +4,325 | $0 | $203,000 | +$203,000 | 2013-11-08 |
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| Q3 2013 | HAIN
HAIN CELESTIAL GROUP INC | United States | COM | 0 | 2,635 | +2,635 | $0 | $203,000 | +$203,000 | 2013-11-08 |
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