Miller Investment Management, LP historic quarter change: USA Stocks, Sold out
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 MCD; Country of operation United States; Class COM; Shares before 1,652.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 2,390.
- Q2 2026: Stock KO; Country of operation United States; Class COM; Shares before 5,200.
- Q2 2026: Stock NKE; Country of operation United States; Class CL B; Shares before 4,771.
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 |
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| Q2 2026 | MCD
MCDONALDS CORP | United States | COM | 1,652 | 0 | -1,652 | $513,425 | $0 | -$513,425 | 2026-08-13 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 2,390 | 0 | -2,390 | $405,492 | $0 | -$405,492 | 2026-08-13 |
|---|
| Q2 2026 | KO
COCA COLA CO | United States | COM | 5,200 | 0 | -5,200 | $395,460 | $0 | -$395,460 | 2026-08-13 |
|---|
| Q2 2026 | NKE
NIKE INC | United States | CL B | 4,771 | 0 | -4,771 | $252,004 | $0 | -$252,004 | 2026-08-13 |
|---|
| Q2 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 383 | 0 | -383 | $231,481 | $0 | -$231,481 | 2026-08-13 |
|---|
| Q1 2026 | DHI
D R HORTON INC | United States | COM | 86,119 | 0 | -86,119 | $12,403,720 | $0 | -$12,403,720 | 2026-05-08 |
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| Q1 2026 | NVR
NVR INC | United States | COM | 1,582 | 0 | -1,582 | $11,537,162 | $0 | -$11,537,162 | 2026-05-08 |
|---|
| Q1 2026 | LEN
LENNAR CORP | United States | CL A | 96,724 | 0 | -96,724 | $9,943,227 | $0 | -$9,943,227 | 2026-05-08 |
|---|
| Q1 2026 | WMT
WAL-MART STORES INC | United States | COM | 30,585 | 0 | -30,585 | $3,407,475 | $0 | -$3,407,475 | 2026-05-08 |
|---|
| Q1 2026 | MDT
MEDTRONIC INC | Ireland | COM | 15,885 | 0 | -15,885 | $1,525,913 | $0 | -$1,525,913 | 2026-05-08 |
|---|
| Q1 2026 | QCOM
QUALCOMM INC | United States | COM | 1,448 | 0 | -1,448 | $247,680 | $0 | -$247,680 | 2026-05-08 |
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| Q1 2026 | DHR
DANAHER CORPORATION | United States | COM | 992 | 0 | -992 | $227,089 | $0 | -$227,089 | 2026-05-08 |
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| Q4 2025 | MRP
MILLROSE PPTYS INC | United States | COM C | 35,951 | 0 | -35,951 | $1,208,313 | $0 | -$1,208,313 | 2026-02-11 |
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| Q4 2025 | DOV
DOVER CORP | United States | COM | 6,542 | 0 | -6,542 | $1,091,402 | $0 | -$1,091,402 | 2026-02-11 |
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| Q4 2025 | TDY
TELEDYNE TECHNOLOGIES INC | United States | COM | 381 | 0 | -381 | $223,281 | $0 | -$223,281 | 2026-02-11 |
|---|
| Q3 2025 | GPC
GENUINE PARTS CO | United States | COM | 6,570 | 0 | -6,570 | $797,007 | $0 | -$797,007 | 2025-11-10 |
|---|
| Q3 2025 | BLK
BLACKROCK INC | United States | COM | 211 | 0 | -211 | $221,392 | $0 | -$221,392 | 2025-11-10 |
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| Q2 2025 | CI
THE CIGNA GROUP | United States | COM | 620 | 0 | -620 | $203,980 | $0 | -$203,980 | 2025-08-06 |
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| Q2 2025 | DHR
DANAHER CORPORATION | United States | COM | 992 | 0 | -992 | $203,360 | $0 | -$203,360 | 2025-08-06 |
|---|
| Q1 2025 | ACGL
ARCH CAP GROUP LTD | | ORD | 14,315 | 0 | -14,315 | $1,321,990 | $0 | -$1,321,990 | 2025-05-07 |
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| Q1 2025 | BLK
BLACKROCK INC | United States | COM | 211 | 0 | -211 | $216,298 | $0 | -$216,298 | 2025-05-07 |
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| Q1 2025 | CDXS
CODEXIS INC | United States | COM | 11,693 | 0 | -11,693 | $55,776 | $0 | -$55,776 | 2025-05-07 |
|---|
| Q4 2024 | DVN
DEVON ENERGY CORP NEW | United States | COM | 6,000 | 0 | -6,000 | $234,720 | $0 | -$234,720 | 2025-02-13 |
|---|
| Q4 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 383 | 0 | -383 | $223,886 | $0 | -$223,886 | 2025-02-13 |
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| Q4 2024 | CI
THE CIGNA GROUP | United States | COM | 620 | 0 | -620 | $214,793 | $0 | -$214,793 | 2025-02-13 |
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| Q3 2016 | LMT
LOCKHEED MARTIN CORP | United States | COM | 2,473 | 0 | -2,473 | $614,000 | $0 | -$614,000 | 2016-11-14 |
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| Q3 2016 | HAIN
HAIN CELESTIAL GROUP INC | United States | COM | 5,220 | 0 | -5,220 | $260,000 | $0 | -$260,000 | 2016-11-14 |
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| Q2 2016 | THO
THOR INDS INC | United States | COM | 12,750 | 0 | -12,750 | $813,000 | $0 | -$813,000 | 2016-08-15 |
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| Q3 2015 | EPD
ENTERPRISE PRODS PARTNERS LP | United States | COM | 7,500 | 0 | -7,500 | $224,000 | $0 | -$224,000 | 2015-11-10 |
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| Q2 2015 | MA
MASTERCARD INC | United States | CL A | 5,210 | 0 | -5,210 | $450,000 | $0 | -$450,000 | 2015-08-10 |
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| Q2 2015 | V
VISA INC | United States | COM CL A | 4,664 | 0 | -4,664 | $305,000 | $0 | -$305,000 | 2015-08-10 |
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| Q2 2015 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 2,779 | 0 | -2,779 | $214,000 | $0 | -$214,000 | 2015-08-10 |
|---|
| Q2 2015 | RRC
RANGE RES CORP | United States | COM | 3,780 | 0 | -3,780 | $197,000 | $0 | -$197,000 | 2015-08-10 |
|---|
| Q1 2015 | BAC
BANK OF AMERICA | United States | COM | 60,160 | 0 | -60,160 | $1,076,000 | $0 | -$1,076,000 | 2015-05-13 |
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| Q1 2015 | F
FORD MOTOR COMPANY | United States | COM | 59,900 | 0 | -59,900 | $928,000 | $0 | -$928,000 | 2015-05-13 |
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| Q1 2015 | LNC
LINCOLN NATL CORP | United States | COM | 6,634 | 0 | -6,634 | $383,000 | $0 | -$383,000 | 2015-05-13 |
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| Q1 2015 | C
CITIGROUP INC | United States | COM | 6,232 | 0 | -6,232 | $337,000 | $0 | -$337,000 | 2015-05-13 |
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| Q1 2015 | QCOM
QUALCOMM INC | United States | COM | 2,748 | 0 | -2,748 | $204,000 | $0 | -$204,000 | 2015-05-13 |
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| Q4 2014 | MCD
MCDONALD'S CORPORATION | United States | COM | 2,000 | 0 | -2,000 | $190,000 | $0 | -$190,000 | 2015-02-13 |
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| Q2 2014 | KN
KNOWLES CORP | United States | COM | 11,043 | 0 | -11,043 | $349,000 | $0 | -$349,000 | 2014-08-14 |
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| Q1 2014 | DRI
DARDEN RESTAURANTS | United States | COM | 33,055 | 0 | -33,055 | $1,797,000 | $0 | -$1,797,000 | 2014-05-13 |
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| Q1 2014 | AAPL
APPLE INC | United States | COM | 366 | 0 | -366 | $205,000 | $0 | -$205,000 | 2014-05-13 |
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| Q3 2013 | EPD
ENTERPRISE PRODS PARTNERS | United States | COM | 8,686 | 0 | -8,686 | $540,000 | $0 | -$540,000 | 2013-11-08 |
|---|
| Q3 2013 | KO
COCA COLA CO | United States | COM | 5,920 | 0 | -5,920 | $237,000 | $0 | -$237,000 | 2013-11-08 |
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| Q3 2013 | QCOM
QUALCOMM INC | United States | COM | 3,413 | 0 | -3,413 | $209,000 | $0 | -$209,000 | 2013-11-08 |
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