Institutions / Obermeyer Wealth Partners / Activity
Activity — Obermeyer Wealth Partners
220 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Horton D R Inc /De Common stock | $-16.1K | -117 -1.46% | 7,905 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Annaly Capital Management Inc Common stock | $-16.2K | -765 -3.79% | 19,407 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Autozone Inc Common stock | $-16.9K | -5 -7.46% | 62 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | BlackRock, Inc. Common stock | $-17.3K | -18 -2.30% | 763 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Atmos Energy Corp Common stock | $-18.3K | -99 -0.57% | 17,332 0.15% of portfolio | low |
| Q1 2026 as of | Trim | W.w. Grainger, Inc. Common stock | $-18.6K | -17 -5.26% | 306 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464287226 Common stock | $-19.2K | -193 -7.36% | 2,429 0.01% of portfolio | low |
| Q1 2026 as of | Trim | CBRE Group Inc Common stock | $-19.2K | -142 -5.72% | 2,342 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-19.9K | -98 -7.84% | 1,152 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-20.2K | -154 -2.24% | 6,729 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Cigna Group Common stock | $-21.3K | -80 -5.72% | 1,319 0.02% of portfolio | low |
| Q1 2026 as of | Add | Phillips 66 Common stock | $22.2K | +122 +3.88% | 3,267 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464288638 Common stock | $22.7K | +426 +7.15% | 6,386 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464287804 Common stock | $-23.1K | -186 -1.04% | 17,642 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 464288877 Common stock | $-23.4K | -315 -7.73% | 3,761 0.01% of portfolio | low |
| Q1 2026 as of | Add | 46137V357 Common stock | $24.6K | +128 +1.69% | 7,711 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Honeywell International Inc Common stock | $-24.9K | -110 -2.79% | 3,836 0.04% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $26.1K | +168 +3.10% | 5,590 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-26.6K | -334 -2.58% | 12,630 0.05% of portfolio | low |
| Q1 2026 as of | Trim | KKR & Co. Inc. Common stock | $-27.3K | -295 -5.18% | 5,404 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 46434G103 Common stock | $-27.5K | -394 -6.50% | 5,667 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464288588 Common stock | $-28.6K | -301 -10.59% | 2,541 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-29.8K | -290 -2.21% | 12,835 0.06% of portfolio | low |
| Q1 2026 as of | Trim | US Bancorp \De Common stock | $-29.9K | -574 -0.49% | 117,762 0.28% of portfolio | low |
| Q1 2026 as of | Trim | 921946406 Common stock | $-32.3K | -218 -1.12% | 19,202 0.13% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $36.2K | +126 +0.37% | 34,580 0.46% of portfolio | low |
| Q1 2026 as of | Add | 922908751 Common stock | $37.2K | +142 +6.68% | 2,268 0.03% of portfolio | low |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-38.5K | -131 -0.39% | 33,576 0.45% of portfolio | low |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $39.0K | +55 +2.70% | 2,092 0.07% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $41.1K | +474 +12.82% | 4,171 0.02% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $42.9K | +177 +1.99% | 9,053 0.10% of portfolio | low |
| Q1 2026 as of | Add | Adobe Inc. Common stock | $46.7K | +192 +16.67% | 1,344 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464287457 Common stock | $-46.8K | -567 -5.79% | 9,218 0.04% of portfolio | low |
| Q1 2026 as of | Add | 46432F842 Common stock | $47.1K | +520 +5.95% | 9,256 0.04% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $47.2K | +327 +2.63% | 12,744 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Mondelez International, Inc. Common stock | $-48.4K | -839 -9.63% | 7,871 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-48.6K | -138 -3.26% | 4,091 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 922042858 Common stock | $-48.6K | -900 -5.68% | 14,935 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Bank of America Corp /De Common stock | $-51.2K | -1K -15.26% | 5,831 0.01% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $53.2K | +93 +0.12% | 78,518 2.07% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $53.3K | +245 +2.31% | 10,851 0.11% of portfolio | low |
| Q1 2026 as of | Add | Deere & Co Common stock | $54.6K | +97 +0.18% | 52,657 1.37% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $54.7K | +269 +12.48% | 2,424 0.02% of portfolio | low |
| Q1 2026 as of | Add | 46428Q109 Common stock | $56.3K | +826 +12.22% | 7,587 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Palantir Technologies Inc Common stock | $-57.2K | -391 -21.59% | 1,420 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 922908736 Common stock | $57.2K | +131 +3.14% | 4,306 0.09% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $57.6K | +186 +0.10% | 192,804 2.75% of portfolio | low |
| Q1 2026 as of | Trim | Idexx Laboratories Inc /De Common stock | $-57.9K | -103 -4.90% | 2,000 0.05% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $66.6K | +320 +0.10% | 320,958 3.08% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-67.0K | -274 -2.18% | 12,310 0.14% of portfolio | low |