Walser Wealth Management Company, A Ltd Liability Co historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Walser Wealth Management Company, A Ltd Liability Co opened 81 positions, added to 119, reduced 54 and sold out of 38.
- Q2 2026: Stock WEAT; Country of operation United States; Class WHEAT FD; Shares before 110,716.
- Q2 2026: Stock CORN; Country of operation United States; Class CORN FD SHS; Shares before 132,882.
- Q2 2026: Stock SCCO; Country of operation United States; Class COM; Shares before 13,007.
- Q2 2026: Stock NOW; Country of operation United States; Class COM; Shares before 7,297.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2112280), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28). 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 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | WEAT
TEUCRIUM COMMODITY TR | United States | WHEAT FD | 110,716 | 0 | -110,716 | $2,609,576 | $0 | -$2,609,576 | 2026-07-24 |
|---|
| Q2 2026 | CORN
TEUCRIUM COMMODITY TR | United States | CORN FD SHS | 132,882 | 0 | -132,882 | $2,445,029 | $0 | -$2,445,029 | 2026-07-24 |
|---|
| Q2 2026 | SCCO
SOUTHERN COPPER CORP | United States | COM | 13,007 | 0 | -13,007 | $2,237,985 | $0 | -$2,237,985 | 2026-07-24 |
|---|
| Q2 2026 | NOW
SERVICENOW INC | United States | COM | 7,297 | 0 | -7,297 | $762,849 | $0 | -$762,849 | 2026-07-24 |
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| Q2 2026 | UVV
UNIVERSAL CORP VA MTNS BK EN | United States | COM | 8,412 | 0 | -8,412 | $443,333 | $0 | -$443,333 | 2026-07-24 |
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| Q2 2026 | CPB
THE CAMPBELLS COMPANY | United States | COM | 18,452 | 0 | -18,452 | $410,919 | $0 | -$410,919 | 2026-07-24 |
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| Q2 2026 | NRG
NRG ENERGY INC | United States | COM NEW | 2,461 | 0 | -2,461 | $359,672 | $0 | -$359,672 | 2026-07-24 |
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| Q2 2026 | WM
WASTE MGMT INC DEL | United States | COM | 1,355 | 0 | -1,355 | $311,455 | $0 | -$311,455 | 2026-07-24 |
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| Q2 2026 | SNDK
SANDISK CORP | United States | COM | 466 | 0 | -466 | $296,384 | $0 | -$296,384 | 2026-07-24 |
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| Q2 2026 | KMB
KIMBERLY-CLARK CORP | United States | COM | 3,037 | 0 | -3,037 | $293,006 | $0 | -$293,006 | 2026-07-24 |
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| Q2 2026 | TLN
TALEN ENERGY CORP | United States | COM | 916 | 0 | -916 | $292,415 | $0 | -$292,415 | 2026-07-24 |
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| Q2 2026 | NET
CLOUDFLARE INC | United States | CL A COM | 1,386 | 0 | -1,386 | $286,057 | $0 | -$286,057 | 2026-07-24 |
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| Q2 2026 | ORA
ORMAT TECHNOLOGIES INC | United States | COM | 2,482 | 0 | -2,482 | $277,809 | $0 | -$277,809 | 2026-07-24 |
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| Q2 2026 | AESRXXXX
TWO RDS SHARED TR | | ANFIELD US EQU | 15,718 | 0 | -15,718 | $262,966 | $0 | -$262,966 | 2026-07-24 |
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| Q2 2026 | NNE
NANO NUCLEAR ENERGY INC | United States | COM | 12,651 | 0 | -12,651 | $259,092 | $0 | -$259,092 | 2026-07-24 |
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| Q2 2026 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 1,285 | 0 | -1,285 | $254,849 | $0 | -$254,849 | 2026-07-24 |
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| Q2 2026 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 633 | 0 | -633 | $247,984 | $0 | -$247,984 | 2026-07-24 |
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| Q2 2026 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 630 | 0 | -630 | $246,079 | $0 | -$246,079 | 2026-07-24 |
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| Q2 2026 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 2,315 | 0 | -2,315 | $229,282 | $0 | -$229,282 | 2026-07-24 |
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| Q2 2026 | QBTS
D-WAVE QUANTUM INC | United States | COM | 15,854 | 0 | -15,854 | $228,773 | $0 | -$228,773 | 2026-07-24 |
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| Q2 2026 | SWK
STANLEY BLACK & DECKER INC | United States | COM | 3,090 | 0 | -3,090 | $219,541 | $0 | -$219,541 | 2026-07-24 |
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| Q2 2026 | CAG
CONAGRA BRANDS INC | United States | COM | 12,385 | 0 | -12,385 | $194,691 | $0 | -$194,691 | 2026-07-24 |
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| Q2 2026 | AEMS
TWO RDS SHARED TR | | ANFIELD ENHANCED | 17,160 | 0 | -17,160 | $171,962 | $0 | -$171,962 | 2026-07-24 |
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| Q2 2026 | PATH
UIPATH INC | United States | CL A | 14,975 | 0 | -14,975 | $166,223 | $0 | -$166,223 | 2026-07-24 |
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| Q2 2026 | SERV
SERVE ROBOTICS INC | United States | COM | 16,012 | 0 | -16,012 | $135,141 | $0 | -$135,141 | 2026-07-24 |
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| Q1 2026 | NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 4,119 | 0 | -4,119 | $344,781 | $0 | -$344,781 | 2026-04-28 |
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| Q1 2026 | NKE
NIKE INC | United States | CL B | 4,920 | 0 | -4,920 | $313,453 | $0 | -$313,453 | 2026-04-28 |
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| Q1 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 565 | 0 | -565 | $273,241 | $0 | -$273,241 | 2026-04-28 |
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| Q1 2026 | LULU
LULULEMON ATHLETICA INC | | COM | 1,288 | 0 | -1,288 | $267,646 | $0 | -$267,646 | 2026-04-28 |
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| Q1 2026 | MPWR
MONOLITHIC PWR SYS INC | United States | COM | 273 | 0 | -273 | $247,436 | $0 | -$247,436 | 2026-04-28 |
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| Q1 2026 | IREN
IREN LIMITED | | ORDINARY SHARES | 6,503 | 0 | -6,503 | $245,618 | $0 | -$245,618 | 2026-04-28 |
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| Q1 2026 | APP
APPLOVIN CORP | United States | COM CL A | 340 | 0 | -340 | $228,944 | $0 | -$228,944 | 2026-04-28 |
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| Q1 2026 | XYZ
BLOCK INC | United States | CL A | 3,517 | 0 | -3,517 | $228,922 | $0 | -$228,922 | 2026-04-28 |
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| Q1 2026 | FTNT
FORTINET INC | United States | COM | 2,861 | 0 | -2,861 | $227,192 | $0 | -$227,192 | 2026-04-28 |
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| Q1 2026 | LW
LAMB WESTON HLDGS INC | United States | COM | 5,264 | 0 | -5,264 | $220,509 | $0 | -$220,509 | 2026-04-28 |
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| Q1 2026 | TTD
THE TRADE DESK INC | United States | COM CL A | 5,585 | 0 | -5,585 | $212,007 | $0 | -$212,007 | 2026-04-28 |
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| Q1 2026 | EQIX
EQUINIX INC | United States | COM | 266 | 0 | -266 | $203,945 | $0 | -$203,945 | 2026-04-28 |
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| Q1 2026 | CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 5,496 | 0 | -5,496 | $203,352 | $0 | -$203,352 | 2026-04-28 |
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