What stocks did Wally Obermeyer sell this quarter?

In the Q3 '26 13F filing, Wally Obermeyer fully exited 16 positions and reduced 86 existing holdings. Combined sell footprint: approximately $97.8M based on prior-quarter values.

What was Wally Obermeyer's biggest sell?

Wally Obermeyer's largest fully-exited position in the Q3 '26 filing was EXXON MOBIL CORP (XOM), previously worth $5.2M.

How are these "sells" calculated?

Sells are derived from quarter-over-quarter changes in 13F filings. SOLD positions appeared in the prior filing but not the current one; REDUCED positions are existing holdings where share count fell. Note: 13F filings only cover long U.S. equity positions, so apparent "sells" could be short-side hedges or moves to other instruments.

Wally Obermeyer — Recent Sells

Obermeyer Wealth Partners · Sold and reduced positions in the Q3 '26 13F filing.

Filed October 21, 2026 · Last updated 10/21/2026

Wally Obermeyer fully exited 16 positions and reduced 86 existing holdings in the Q3 '26 filing — a combined sell footprint of approximately $97.8M. Largest exit: EXXON MOBIL CORP (was $5.2M).

Fully exited (16)

Ticker	Company	Prev Shares	Prev Value	Prev % Portfolio
XOM	EXXON MOBIL CORP	38371	$5.2M	0.21%
PBRA	PETROLEO BRASILEIRO S A	112288	$1.6M	0.07%
VCIT	VANGUARD SCOTTSDALE FDS	4935	$408K	0.02%
OKE	ONEOK INC NEW	3608	$314K	0.01%
SHLD	GLOBAL X FDS	5057	$302K	0.01%
PBR	PETROLEO BRASILEIRO S A	18423	$298K	0.01%
KR	KROGER CO	4811	$267K	0.01%
VSECU	VSE CORP	1098	$251K	0.01%
SPHR	SPHERE ENTERTAINMENT CO	1438	$249K	0.01%
ITB	ISHARES TR	2200	$230K	0.01%
ISRG	Intuitive Surgical	553	$220K	0.01%
CASY	CASEYS GEN STORES INC	271	$215K	0.01%
CSX	CSX CORP	4425	$210K	0.01%
FDX	FEDEX CORP	662	$207K	0.01%
SOJF	SOUTHERN CO	2139	$205K	0.01%
CNDIF	CANADIAN IMPERIAL BANK OF CO	1761	$203K	0.01%

Reduced positions (86)

Ticker	Company	Shares Now	Value Now	% Portfolio	Change
GOOG	ALPHABET INC	354760	$120.9M	4.81%	-3.9%
TSM	TAIWAN SEMICONDUCTOR MANUFAC	248539	$113.4M	4.51%	-0.8%
AAPL	APPLE INC	315242	$105.0M	4.18%	-1.2%
MSFT	MICROSOFT CORP	201362	$103.3M	4.11%	-0.1%
VOO	Vanguard S&P 500 ETF	146614	$102.8M	4.09%	-8.2%
NVDA	NVIDIA CORPORATION	411390	$94.0M	3.74%	-1.5%
QUAL	ISHARES TR	317743	$70.6M	2.81%	-10.8%
BRK.B	Berkshire Hathaway Inc. Class B	128601	$64.0M	2.55%	-2.1%
MA	MASTERCARD INCORPORATED	114662	$63.2M	2.52%	-1.9%
URTH	ISHARES INC	297300	$61.3M	2.44%	-8.9%
DE	DEERE & CO	52368	$35.2M	1.40%	-0.2%
HD	HOME DEPOT INC	84235	$24.0M	0.95%	-1.9%
UPS	UNITED PARCEL SVCS INC	131650	$12.3M	0.49%	-0.0%
GOOGL	ALPHABET INC	33413	$11.5M	0.46%	-1.2%
UNH	UNITEDHEALTH GROUP INC	22223	$8.2M	0.32%	-4.0%
VEA	Vanguard FTSE Developed Markets ETF	108470	$7.7M	0.30%	-0.0%
V	VISA INC	18930	$6.8M	0.27%	-17.1%
TMUS	T-MOBILE US INC	26098	$4.3M	0.17%	-4.0%
ADI	ANALOG DEVICES INC	9912	$3.9M	0.16%	-0.3%
LOW	LOWES COS INC	20801	$3.8M	0.15%	-0.3%
JNJ	JOHNSON & JOHNSON	12180	$3.2M	0.13%	-0.2%
WMT	WALMART INC	28088	$2.9M	0.12%	-0.4%
MOAT	VANECK ETF TRUST	27512	$2.9M	0.12%	-7.4%
SPTS	SPDR SERIES TRUST	50564	$2.7M	0.11%	-0.9%
SHEL	SHELL PLC	27496	$2.6M	0.10%	-0.9%
WM	WASTE MGMT INC DEL	12788	$2.6M	0.10%	-0.4%
IJR	ISHARES TR	17213	$2.3M	0.09%	-0.5%
VBIL	VANGUARD INSTL INDEX FD	30684	$2.3M	0.09%	-1.3%
Q	QNITY ELECTRONICS INC	16767	$2.1M	0.08%	-1.8%
AXP	AMERICAN EXPRESS CO	6165	$1.9M	0.07%	-0.6%
MDY	STATE STR SPDR S&P MIDCAP 40	2797	$1.8M	0.07%	-0.4%
VTV	VANGUARD INDEX FDS	7311	$1.6M	0.06%	-0.8%
RSP	INVESCO EXCHANGE TRADED FD T	7535	$1.6M	0.06%	-1.6%
AON	AON PLC	5500	$1.5M	0.06%	-94.4%
VOYG	VOYAGER TECHNOLOGIES INC	48726	$1.5M	0.06%	-47.3%
DIS	DISNEY WALT CO	11089	$1.2M	0.05%	-0.1%
GS	GOLDMAN SACHS GROUP INC	1278	$1.2M	0.05%	-0.2%
DD	DUPONT DE NEMOURS INC	8731	$1.1M	0.05%	-0.6%
EMR	EMERSON ELEC CO	6703	$1.0M	0.04%	-0.2%
IAU	iShares Gold Trust	13256	$1.0M	0.04%	161.0%
MCD	MCDONALDS CORP	4323	$998K	0.04%	-5.9%
IDXX	IDEXX LABS INC	1898	$991K	0.04%	-1.3%
CSCO	CISCO SYS INC	9022	$971K	0.04%	-0.8%
ORCL	ORACLE CORP	6645	$912K	0.04%	-5.1%
SMH	VANECK ETF TRUST	1417	$863K	0.03%	-4.5%
NVR	NVR INC	126	$775K	0.03%	110.0%
WEC	WEC ENERGY GROUP INC	7486	$754K	0.03%	-0.1%
GE	GE AEROSPACE	2247	$702K	0.03%	-11.0%
PEP	PEPSICO INC	5358	$679K	0.03%	-3.5%
SHY	iShares 1-3 Year Treasury Bond ETF	8218	$667K	0.03%	-7.3%
IEF	iShares 7-10 Year Treasury Bond ETF	7145	$638K	0.03%	-3.7%
CMI	CUMMINS INC	1200	$620K	0.02%	-1.1%
PM	PHILIP MORRIS INTL INC	3237	$618K	0.02%	-0.2%
VZ	VERIZON COMMUNICATIONS INC	12732	$584K	0.02%	-13.1%
SPGI	S&P GLOBAL INC	1479	$583K	0.02%	-0.5%
QQQM	INVESCO EXCH TRADED FD TR II	1881	$573K	0.02%	-20.2%
VLO	VALERO ENERGY CORP	1389	$538K	0.02%	-2.3%
LIN	LINDE PLC	1096	$520K	0.02%	82.4%
SBUX	STARBUCKS CORP	4960	$466K	0.02%	-1.5%
IEFA	ISHARES TR	4656	$451K	0.02%	-0.1%
MDLZ	Mondelez International	7572	$438K	0.02%	-3.8%
LRCX	LAM RESEARCH CORP	1303	$428K	0.02%	-16.8%
RACE	FERRARI N V	1067	$419K	0.02%	-15.4%
DVY	ISHARES TR	2671	$406K	0.02%	-15.9%
TEL	TE CONNECTIVITY PLC	1909	$403K	0.02%	-0.5%
NFLX	NETFLIX INC.	5720	$398K	0.02%	-6.0%
LMT	LOCKHEED MARTIN CORP	775	$395K	0.02%	-9.8%
HON	HONEYWELL INTL INC	1867	$394K	0.02%	-0.8%
STIP	ISHARES TR	3920	$391K	0.02%	-2.5%
SNPS	SYNOPSYS INC	864	$376K	0.01%	-6.3%
NEE-PS	NEXTERA ENERGY INC	4534	$343K	0.01%	-1.0%
ICE	Intercontinental Exchange	2214	$337K	0.01%	-0.5%
XELLL	XCEL ENERGY INC	4613	$325K	0.01%	-4.8%
ICLN	ISHARES TR	18920	$322K	0.01%	-4.4%
TRV	TRAVELERS COMPANIES INC	887	$316K	0.01%	-2.5%
SLV	SPDR Silver Shares	5562	$303K	0.01%	-5.8%
DIA	STATE STR SPDR DOW JONES IND	587	$299K	0.01%	-1.5%
SCHW	CHARLES SCHWAB CORP (THE)	3032	$296K	0.01%	-2.0%
MDT	MEDTRONIC PLC	3359	$290K	0.01%	-5.4%
BND	Vanguard Total Bond Market ETF	3594	$252K	0.01%	-37.9%
VBR	VANGUARD INDEX FDS	1024	$237K	0.01%	-6.4%
VOE	VANGUARD INDEX FDS	1118	$219K	0.01%	-5.0%
NLY-PJ	ANNALY CAPITAL MANAGEMENT IN	11489	$217K	0.01%	-37.7%
ETR	ENTERGY CORP NEW	2068	$205K	0.01%	-5.3%
MMM	3M CO	1242	$204K	0.01%	-3.0%
YUM	YUM BRANDS INC	1490	$203K	0.01%	-2.4%

Full portfolio →Recent buys →Most sold stocks this quarter →