WLA β€” WARNER LAMBERT COMPANY COM

Ownership history in OSTERWEIS CAPITAL MANAGEMENT LLC/CA  Β·  5 quarters on record

AI Ownership Summary

OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported WARNER LAMBERT COMPANY COM (WLA) in 5 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OSTERWEIS CAPITAL MANAGEMENT LLC/CA's position in WARNER LAMBERT COMPANY COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
5 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OSTERWEIS CAPITAL MANAGEMENT LLC/CA held WLA β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WLA

As of 2025 Q4 β€” sorted by position size

HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About OSTERWEIS CAPITAL MANAGEMENT LLC/CA and WLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported owning WLA?

OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported WLA across 0 quarterly 13F filings.

What was the largest reported WLA position in OSTERWEIS CAPITAL MANAGEMENT LLC/CA's portfolio?

This page shows the quarter-by-quarter portfolio weight history for WLA in OSTERWEIS CAPITAL MANAGEMENT LLC/CA.

What is the latest reported WLA position on this page?

The most recent filing on this page is 2000 Q1, when OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported 1,025 shares, equal to 0.03% of portfolio, with an estimated market value of $100K.

What does the chart on this WLA ownership page compare?

The chart compares OSTERWEIS CAPITAL MANAGEMENT LLC/CA's quarterly WLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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