Institutions / Obermeyer Wealth Partners / Activity
Activity — Obermeyer Wealth Partners
220 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $134.6K | +3K +21.25% | 15,297 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 780259305 Common stock | $-113.9K | -1K -3.62% | 32,627 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Mcdonald'S Corp Common stock | $-112.5K | -362 -7.05% | 4,771 0.07% of portfolio | low |
| Q1 2026 as of | Add | Vici Properties Inc. Common stock | $109.3K | +4K +6.60% | 64,612 0.08% of portfolio | low |
| Q1 2026 as of | Trim | 464287234 Common stock | $-105.4K | -2K -6.68% | 25,911 0.07% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $105.0K | +370 +20.30% | 2,193 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Agilent Technologies Inc Common stock | $-98.0K | -860 -29.97% | 2,010 0.01% of portfolio | low |
| Q1 2026 as of | Add | Morgan Stanley Common stock | $96.9K | +589 +18.37% | 3,796 0.03% of portfolio | low |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $94.6K | +3K +5.84% | 45,272 0.08% of portfolio | low |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $91.3K | +3K +12.98% | 28,295 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Waste Management Inc Common stock | $-89.4K | -389 -2.90% | 13,031 0.14% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $85.5K | +260 +0.30% | 88,191 1.34% of portfolio | low |
| Q1 2026 as of | Trim | N3167Y103 Common stock | $-84.6K | -250 -14.14% | 1,518 0.02% of portfolio | low |
| Q1 2026 as of | Add | 922908744 Common stock | $84.2K | +429 +6.09% | 7,477 0.07% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-83.9K | -435 -0.17% | 262,779 2.33% of portfolio | low |
| Q1 2026 as of | Trim | Palo Alto Networks Inc Common stock | $-80.2K | -500 -10.62% | 4,210 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Wec Energy Group, Inc. Common stock | $-78.1K | -675 -8.25% | 7,504 0.04% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $71.8K | +347 +5.28% | 6,917 0.07% of portfolio | low |
| Q1 2026 as of | Add | 464287465 Common stock | $71.4K | +735 +25.40% | 3,629 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Eaton Corp plc Common stock | $-68.7K | -192 -1.95% | 9,654 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-67.0K | -274 -2.18% | 12,310 0.14% 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 | Idexx Laboratories Inc /De Common stock | $-57.9K | -103 -4.90% | 2,000 0.05% 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 | Add | 922908736 Common stock | $57.2K | +131 +3.14% | 4,306 0.09% 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 | 46428Q109 Common stock | $56.3K | +826 +12.22% | 7,587 0.02% 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 | Deere & Co Common stock | $54.6K | +97 +0.18% | 52,657 1.37% 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 | Meta Platforms Inc Common stock | $53.2K | +93 +0.12% | 78,518 2.07% 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 | Trim | 922042858 Common stock | $-48.6K | -900 -5.68% | 14,935 0.04% 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 | Mondelez International, Inc. Common stock | $-48.4K | -839 -9.63% | 7,871 0.02% 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 | Add | 46432F842 Common stock | $47.1K | +520 +5.95% | 9,256 0.04% 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 | Adobe Inc. Common stock | $46.7K | +192 +16.67% | 1,344 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 | Medtronic plc Common stock | $41.1K | +474 +12.82% | 4,171 0.02% 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 | Trim | JPMorgan Chase & Co Common stock | $-38.5K | -131 -0.39% | 33,576 0.45% 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 | Add | Alphabet Inc. Common stock | $36.2K | +126 +0.37% | 34,580 0.46% 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 | Trim | US Bancorp \De Common stock | $-29.9K | -574 -0.49% | 117,762 0.28% 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 | 464288588 Common stock | $-28.6K | -301 -10.59% | 2,541 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46434G103 Common stock | $-27.5K | -394 -6.50% | 5,667 0.02% of portfolio | low |