Wally Obermeyer — Recent Sells
Obermeyer Wealth Partners · Sold and reduced positions in the Q2 '26 13F filing.
Filed July 29, 2026 · Last updated
Wally Obermeyer fully exited 21 positions and reduced 128 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $74.0M. Largest exit: FIRST TR EXCHANGE-TRADED FD (was $15.2M).
Fully exited (21)
| Ticker | Company | Prev Shares | Prev Value | Prev % Portfolio |
|---|---|---|---|---|
| LMBS | FIRST TR EXCHANGE-TRADED FD | 304752 | $15.2M | 0.70% |
| ZTS | ZOETIS INC | 89399 | $10.6M | 0.49% |
| DD | DUPONT DE NEMOURS INC | 25652 | $1.2M | 0.05% |
| HON | HONEYWELL INTL INC | 3836 | $867K | 0.04% |
| CRM | SALESFORCE INC | 4023 | $751K | 0.03% |
| SPIB | SPDR SERIES TRUST | 14960 | $502K | 0.02% |
| SYLD | CAMBRIA ETF TR | 6363 | $480K | 0.02% |
| FIVE | FIVE BELOW INC | 2000 | $457K | 0.02% |
| OXY | OCCIDENTAL PETE CORP | 6503 | $423K | 0.02% |
| BA-PA | BOEING CO | 1729 | $344K | 0.02% |
| IGIB | ISHARES TR | 6386 | $340K | 0.02% |
| COP | CONOCOPHILLIPS | 2456 | $324K | 0.01% |
| BLDR | BUILDERS FIRSTSOURCE INC | 3844 | $316K | 0.01% |
| INTU | INTUIT | 648 | $280K | 0.01% |
| MBB | ISHARES TR | 2541 | $241K | 0.01% |
| SPSB | SPDR SERIES TRUST | 7984 | $240K | 0.01% |
| ADP | AUTOMATIC DATA PROCESSING IN | 1152 | $234K | 0.01% |
| ZIONP | ZIONS BANCORPORATION NATL AS | 4035 | $232K | 0.01% |
| SYK | STRYKER CORPORATION | 641 | $211K | 0.01% |
| AZO | AUTOZONE INC | 62 | $209K | 0.01% |
| PLTR | PALANTIR TECHNOLOGIES INC | 1420 | $208K | 0.01% |
Reduced positions (128)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 369046 | $130.4M | 5.33% | -1.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 250513 | $119.6M | 4.89% | -1.2% |
| VXUS | VANGUARD STAR FDS | 1144537 | $97.8M | 4.00% | 50.1% |
| AAPL | APPLE INC | 319225 | $92.4M | 3.78% | -1.5% |
| ASML | ASML HLDG NV | 42402 | $84.4M | 3.45% | -0.8% |
| NVDA | NVIDIA CORPORATION | 417763 | $83.6M | 3.42% | -1.5% |
| QUAL | ISHARES TR | 356383 | $78.2M | 3.20% | -21.8% |
| AMZN | AMAZON COM INC | 319095 | $76.1M | 3.11% | -0.6% |
| MSFT | MICROSOFT CORP | 201468 | $75.2M | 3.07% | -0.6% |
| AVGO | BROADCOM INC | 192213 | $72.6M | 2.97% | -0.3% |
| URTH | ISHARES INC | 326282 | $66.1M | 2.70% | -6.8% |
| BRK.B | Berkshire Hathaway Inc. Class B | 131389 | $65.7M | 2.69% | -2.2% |
| MA | MASTERCARD INCORPORATED | 116920 | $60.0M | 2.46% | -0.4% |
| RTX | RTX CORPORATION | 261544 | $49.6M | 2.03% | -0.5% |
| DE | DEERE & CO | 52482 | $33.3M | 1.36% | -0.3% |
| AON | AON PLC | 98034 | $32.5M | 1.33% | -0.3% |
| HD | HOME DEPOT INC | 85888 | $30.3M | 1.24% | -2.6% |
| CME | CME GROUP INC | 110040 | $24.3M | 0.99% | -0.1% |
| MSI | MOTOROLA SOLUTIONS INC | 58503 | $24.3M | 0.99% | -0.6% |
| SHW | SHERWIN WILLIAMS CO | 69044 | $23.8M | 0.97% | -0.3% |
| SPY | SPDR S&P 500 ETF | 21101 | $15.8M | 0.64% | -3.0% |
| UPS | UNITED PARCEL SVCS INC | 131712 | $14.2M | 0.58% | -2.2% |
| GOOGL | ALPHABET INC | 33831 | $12.1M | 0.49% | -2.2% |
| V | VISA INC | 22822 | $7.8M | 0.32% | -3.4% |
| VEA | Vanguard FTSE Developed Markets ETF | 108524 | $7.7M | 0.32% | -55.0% |
| XLV | Health Care Select Sector SPDR | 33946 | $5.4M | 0.22% | -1.4% |
| EVLN | MORGAN STANLEY ETF TRUST | 103567 | $5.0M | 0.21% | -12.9% |
| AMAT | APPLIED MATLS INC | 6609 | $4.8M | 0.20% | -0.2% |
| LOW | LOWES COS INC | 20867 | $4.6M | 0.19% | -1.8% |
| GLD | SPDR Gold Shares | 11551 | $4.3M | 0.17% | -3.6% |
| ETN | EATON CORP PLC | 9538 | $4.1M | 0.17% | -1.2% |
| CNQ | CANADIAN NAT RES LTD MED TER | 84132 | $3.3M | 0.14% | -3.0% |
| COST | COSTCO WHOLESALE CORPORATION | 3403 | $3.2M | 0.13% | -1.4% |
| JNJ | JOHNSON & JOHNSON | 12201 | $3.1M | 0.13% | -0.9% |
| MOAT | VANECK ETF TRUST | 29714 | $3.1M | 0.13% | -36.2% |
| VYM | Vanguard High Dividend Yield ETF | 19175 | $3.0M | 0.12% | -0.1% |
| VOYG | VOYAGER TECHNOLOGIES INC | 92452 | $3.0M | 0.12% | -0.9% |
| SPTS | SPDR SERIES TRUST | 51008 | $2.9M | 0.12% | -34.5% |
| ATO | ATMOS ENERGY CORP | 16803 | $2.9M | 0.12% | -3.1% |
| WM | WASTE MGMT INC DEL | 12839 | $2.9M | 0.12% | -1.5% |
| IWF | ISHARES TR | 22508 | $2.8M | 0.11% | 256.6% |
| ABBV | ABBVIE INC | 10832 | $2.7M | 0.11% | -0.2% |
| IJR | ISHARES TR | 17307 | $2.6M | 0.11% | -1.9% |
| KO | COCA COLA CO | 28995 | $2.4M | 0.10% | -1.4% |
| VBIL | VANGUARD INSTL INDEX FD | 31082 | $2.4M | 0.10% | -40.4% |
| VUG | VANGUARD INDEX FDS | 25728 | $2.2M | 0.09% | 497.5% |
| CAT | CATERPILLAR INC | 2027 | $2.2M | 0.09% | -3.1% |
| SHEL | SHELL PLC | 27740 | $2.2M | 0.09% | -15.0% |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 2808 | $2.0M | 0.08% | -1.2% |
| PG | PROCTER & GAMBLE CO | 12688 | $1.9M | 0.08% | -0.4% |
| VICI | VICI PPTYS INC | 64415 | $1.7M | 0.07% | -0.3% |
| PBRA | PETROLEO BRASILEIRO S A | 112288 | $1.6M | 0.07% | -4.4% |
| RSP | INVESCO EXCHANGE TRADED FD T | 7659 | $1.6M | 0.07% | -0.7% |
| VTV | VANGUARD INDEX FDS | 7369 | $1.6M | 0.07% | -1.4% |
| ETV | EATON VANCE TAX-MANAGED BUY- | 101069 | $1.5M | 0.06% | 23.8% |
| AMGN | AMGEN INC | 3986 | $1.4M | 0.06% | -2.6% |
| GS | GOLDMAN SACHS GROUP INC | 1281 | $1.3M | 0.05% | -7.4% |
| CB | CHUBB LIMITED | 3773 | $1.3M | 0.05% | -4.8% |
| MCD | MCDONALDS CORP | 4593 | $1.2M | 0.05% | -3.7% |
| DHI | D R HORTON INC | 7555 | $1.2M | 0.05% | -4.4% |
| ABT | ABBOTT LABORATORIES | 11839 | $1.1M | 0.04% | -7.8% |
| MRK | MERCK & CO INC | 8359 | $1.1M | 0.04% | -2.9% |
| RWJ | INVESCO EXCH TRADED FD TR II | 17094 | $1.0M | 0.04% | -1.1% |
| IDXX | IDEXX LABS INC | 1923 | $1.0M | 0.04% | -3.9% |
| SMH | VANECK ETF TRUST | 1483 | $973K | 0.04% | -9.1% |
| EMR | EMERSON ELEC CO | 6719 | $962K | 0.04% | -0.1% |
| WFC | WELLS FARGO & CO | 11340 | $937K | 0.04% | -10.2% |
| CVX | CHEVRON CORPORATION | 5478 | $908K | 0.04% | -20.8% |
| WEC | WEC ENERGY GROUP INC | 7497 | $875K | 0.04% | -0.1% |
| VHT | VANGUARD WORLD FD | 2587 | $774K | 0.03% | -2.5% |
| PEP | PEPSICO INC | 5553 | $752K | 0.03% | -0.7% |
| SHY | iShares 1-3 Year Treasury Bond ETF | 8867 | $728K | 0.03% | -3.8% |
| WELL | WELLTOWER INC | 3197 | $726K | 0.03% | -0.1% |
| BMY | Bristol-Myers Squibb | 12532 | $722K | 0.03% | -19.4% |
| BLK | BLACKROCK INC | 744 | $715K | 0.03% | -2.5% |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 6534 | $704K | 0.03% | -0.9% |
| IEF | iShares 7-10 Year Treasury Bond ETF | 7420 | $702K | 0.03% | -2.9% |
| PWR | QUANTA SVCS INC | 942 | $678K | 0.03% | -1.9% |
| PTLC | PACER FDS TR | 13817 | $650K | 0.03% | -0.8% |
| VB | VANGUARD INDEX FDS | 2126 | $644K | 0.03% | -6.3% |
| MUB | ISHARES TR | 5779 | $622K | 0.03% | -5.7% |
| VZ | VERIZON COMMUNICATIONS INC | 14651 | $620K | 0.03% | -4.2% |
| IBM | INTERNATIONAL BUSINESS MACHS | 2190 | $616K | 0.03% | -16.4% |
| SPGI | S&P GLOBAL INC | 1486 | $605K | 0.02% | -0.6% |
| PM | PHILIP MORRIS INTL INC | 3245 | $587K | 0.02% | -0.4% |
| SCHD | SCHWAB STRATEGIC TR | 18267 | $579K | 0.02% | -21.4% |
| NN | NEXTNAV INC | 32300 | $576K | 0.02% | -0.9% |
| PSX | PHILLIPS 66 | 3235 | $547K | 0.02% | -1.0% |
| VXF | VANGUARD INDEX FDS | 2175 | $535K | 0.02% | -4.1% |
| ALL-PJ | ALLSTATE CORP | 2164 | $515K | 0.02% | -1.7% |
| IEI | ISHARES TR | 4316 | $507K | 0.02% | -2.8% |
| DGRO | ISHARES TR | 6252 | $474K | 0.02% | -4.3% |
| RACE | FERRARI N V | 1261 | $469K | 0.02% | -16.9% |
| HSY | HERSHEY CO | 2646 | $464K | 0.02% | -0.9% |
| IWD | ISHARES TR | 1867 | $453K | 0.02% | -37.1% |
| IEFA | ISHARES TR | 4659 | $450K | 0.02% | -49.7% |
| KKR | KKR & CO INC | 4814 | $442K | 0.02% | -10.9% |
| BND | Vanguard Total Bond Market ETF | 5784 | $425K | 0.02% | -0.8% |
| VGT | VANGUARD WORLD FD | 3488 | $417K | 0.02% | 700.0% |
| NLY-PJ | ANNALY CAPITAL MANAGEMENT IN | 18441 | $412K | 0.02% | -5.0% |
| STIP | ISHARES TR | 4021 | $411K | 0.02% | -7.1% |
| NVR | NVR INC | 60 | $409K | 0.02% | -38.1% |
| VCIT | VANGUARD SCOTTSDALE FDS | 4935 | $408K | 0.02% | -0.6% |
| ICLN | ISHARES TR | 19783 | $405K | 0.02% | -2.1% |
| NEE-PS | NEXTERA ENERGY INC | 4580 | $402K | 0.02% | -9.2% |
| XELLL | XCEL ENERGY INC | 4844 | $389K | 0.02% | -1.6% |
| GILD | GILEAD SCIENCES INC | 2894 | $366K | 0.01% | -1.7% |
| SPGP | INVESCO EXCHANGE TRADED FD T | 2970 | $363K | 0.01% | -6.5% |
| TGT | TARGET CORP | 2704 | $353K | 0.01% | -4.9% |
| USMV | ISHARES TR | 3583 | $346K | 0.01% | -7.9% |
| CI | THE CIGNA GROUP | 1212 | $334K | 0.01% | -8.1% |
| IGSB | ISHARES TR | 6276 | $329K | 0.01% | -2.4% |
| SHOP | SHOPIFY INC | 2875 | $328K | 0.01% | -0.1% |
| TMO | THERMO FISHER SCIENTIFIC INC | 652 | $327K | 0.01% | -6.2% |
| SLV | SPDR Silver Shares | 5907 | $316K | 0.01% | -22.1% |
| DLR-PL | DIGITAL RLTY TR INC | 1750 | $314K | 0.01% | -1.4% |
| MTH | MERITAGE HOMES CORP | 3545 | $297K | 0.01% | -4.3% |
| AMLP | ALPS ETF TR | 5726 | $297K | 0.01% | -7.5% |
| MDT | MEDTRONIC PLC | 3550 | $278K | 0.01% | -14.9% |
| ITW | ILLINOIS TOOL WKS INC | 1000 | $270K | 0.01% | 4.4% |
| VO | VANGUARD INDEX FDS | 3312 | $267K | 0.01% | 300.0% |
| ADBE | ADOBE INC | 1270 | $260K | 0.01% | -5.5% |
| IEMG | iShares Core MSCI Emerging Markets ETF | 3097 | $257K | 0.01% | -45.4% |
| KMB | KIMBERLY-CLARK CORP | 2324 | $255K | 0.01% | -5.7% |
| CBRE | CBRE GROUP INC | 1892 | $255K | 0.01% | -19.2% |
| BX | BLACKSTONE INC | 2017 | $237K | 0.01% | -34.5% |
| AGG | iShares Core U.S. Aggregate Bond ETF | 2290 | $227K | 0.01% | -5.7% |
| IWO | ISHARES TR | 563 | $222K | 0.01% | -12.2% |