Great investors · Ken Fisher · Q1 2026
What Ken Fisher bought and sold in Q1 2026
Fisher Investments 13F portfolio as of Mar 31, 2026: 1,015 positions worth $295 bn. Largest: NVDA, AAPL, IEF, GOOGL. Filed with the SEC on May 5, 2026.
The 13F is filed by Fisher Investments, not by Ken Fisher personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q1 2026
Sells in Q1 2026
No sale of 0.5 points of the portfolio or more this quarter.
2 companies with material moves, out of 2 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Fisher Investments's Q1 2026 13F lists 1,015 lines of US-listed securities worth $295 bn; the largest is NVDA at 5.24% of the portfolio. It was accepted by the SEC on May 5, 2026 at 11:31 AM ET.
Against the previous quarter, it opened 116 positions (PBPH, PBOG, PBEU and CGON and 112 more), closed 110 (TCOM, WBS, HUBG and GO and 106 more), added to 176 (FLJP, ABBV, CSCO and PFE and 172 more) and trimmed 168 (EUFN, SAN, IXC and IXJ and 164 more). 51 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | NVIDIA NVDA | 88.6 M | $15.4 bn | 5.24% | +2.9% |
| 2 | Apple AAPL | 56.4 M | $14.3 bn | 4.86% | +2.3% |
| 3 | iShares 7-10 Year Treasury B ETF IEF | 147.0 M | $14.0 bn | 4.76% | +9.1% |
| 4 | Alphabet GOOGL | 39.1 M | $11.2 bn | 3.81% | +2.5% |
| 5 | Microsoft MSFT | 25.9 M | $9.6 bn | 3.26% | +2.5% |
| 6 | Vanguard Int-term Corporate ETF VCIT | 89.2 M | $7.4 bn | 2.50% | +6.2% |
| 7 | Amazon.com AMZN | 34.2 M | $7.1 bn | 2.41% | +1.8% |
| 8 | Caterpillar CAT | 9.8 M | $6.9 bn | 2.35% | +3% |
| 9 | Taiwan Semiconductor Manufacturing TSM | 18.6 M | $6.3 bn | 2.13% | +2.6% |
| 10 | ASML Holding ASML | 4.6 M | $6.1 bn | 2.06% | +2.6% |
| 11 | Goldman Sachs Group GS | 6.8 M | $5.8 bn | 1.96% | no change |
| 12 | Exxon Mobil XOM | 32.3 M | $5.5 bn | 1.86% | +2.5% |
| 13 | Walmart WMT | 41.0 M | $5.1 bn | 1.73% | no change |
| 14 | JPMorgan Chase JPM | 17.0 M | $5.0 bn | 1.70% | +6.3% |
| 15 | Broadcom AVGO | 14.7 M | $4.5 bn | 1.54% | +6.1% |
| 16 | Chevron CVX | 21.9 M | $4.5 bn | 1.54% | +1.9% |
| 17 | Eli Lilly LLY | 4.8 M | $4.5 bn | 1.51% | +5.1% |
| 18 | RTX RTX | 22.2 M | $4.3 bn | 1.46% | +2% |
| 19 | Morgan Stanley MS | 25.6 M | $4.2 bn | 1.43% | +2.3% |
| 20 | Citigroup C | 35.2 M | $4.0 bn | 1.35% | +3.9% |
| 21 | Freeport-McMoRan FCX | 65.1 M | $3.8 bn | 1.30% | +1.9% |
| 22 | Meta Platforms META | 6.7 M | $3.8 bn | 1.30% | +1.1% |
| 23 | Home Depot HD | 10.3 M | $3.4 bn | 1.15% | +1.4% |
| 24 | Costco Wholesale COST | 3.2 M | $3.2 bn | 1.09% | +1.4% |
| 25 | Merck MRK | 26.4 M | $3.2 bn | 1.08% | +6.3% |
| 26 | BP BP | 66.6 M | $3.1 bn | 1.06% | no change |
| 27 | Pfizer PFE | 105.0 M | $2.9 bn | 1.00% | +102% |
| 28 | American Express AXP | 9.3 M | $2.8 bn | 0.95% | +2.5% |
| 29 | Bank of America BAC | 57.3 M | $2.8 bn | 0.95% | +6.6% |
| 30 | UBS Group UBS | 66.1 M | $2.6 bn | 0.88% | +3.1% |
| 31 | Shell SHEL | 27.5 M | $2.6 bn | 0.87% | +1.2% |
| 32 | SAP SAP | 14.5 M | $2.5 bn | 0.84% | −1.3% |
| 33 | Johnson Controls International JCI | 17.5 M | $2.3 bn | 0.78% | +1.7% |
| 34 | Visa V | 7.6 M | $2.3 bn | 0.78% | +1.4% |
| 35 | Sony Group SONY | 110.6 M | $2.3 bn | 0.78% | +1.5% |
| 36 | Johnson & Johnson JNJ | 9.3 M | $2.3 bn | 0.77% | +4.5% |
| 37 | Mastercard MA | 4.4 M | $2.2 bn | 0.75% | +1.2% |
| 38 | Canadian Natural Resources CNQ | 45.0 M | $2.2 bn | 0.74% | +5.3% |
| 39 | Astrazeneca AZN | 10.8 M | $2.1 bn | 0.73% | +101% |
| 40 | Novartis NVS | 13.9 M | $2.1 bn | 0.72% | +86% |
| 41 | Charles Schwab SCHW | 22.2 M | $2.1 bn | 0.71% | +1.8% |
| 42 | ConocoPhillips COP | 15.2 M | $2.0 bn | 0.68% | +2.5% |
| 43 | AbbVie ABBV | 9.1 M | $2.0 bn | 0.67% | ×14 |
| 44 | Netflix NFLX | 20.3 M | $2.0 bn | 0.66% | no change |
| 45 | Barclays BCS | 91.5 M | $1.9 bn | 0.66% | +1.9% |
| 46 | GSK GSK | 34.5 M | $1.9 bn | 0.65% | +4% |
| 47 | Cummins CMI | 3.5 M | $1.9 bn | 0.64% | +2.5% |
| 48 | RIO Tinto RIO | 20.1 M | $1.9 bn | 0.64% | +2.5% |
| 49 | Intuitive Surgical ISRG | 3.9 M | $1.8 bn | 0.60% | +1.8% |
| 50 | BHP Group BHP | 23.9 M | $1.7 bn | 0.59% | +2% |
| 51 | BlackRock BLK | 1.8 M | $1.7 bn | 0.58% | −2.4% |
| 52 | Deere DE | 3.0 M | $1.7 bn | 0.58% | +6.1% |
| 53 | TotalEnergies TTE | 18.0 M | $1.6 bn | 0.55% | −7.1% |
| 54 | Mitsubishi UFJ Financial Group MUFG | 95.7 M | $1.6 bn | 0.55% | +2.6% |
| 55 | Procter & Gamble PG | 11.0 M | $1.6 bn | 0.54% | no change |
| 56 | Union Pacific UNP | 6.5 M | $1.6 bn | 0.54% | +1.1% |
| 57 | HSBC Holdings HSBC | 18.2 M | $1.5 bn | 0.51% | +2.3% |
| 58 | Toyota Motor Corp/ TM | 7.1 M | $1.5 bn | 0.49% | +1% |
| 59 | UnitedHealth Group UNH | 5.2 M | $1.4 bn | 0.48% | −1.1% |
| 60 | Oracle ORCL | 9.6 M | $1.4 bn | 0.48% | +2.7% |
| 61 | Thermo Fisher Scientific TMO | 2.9 M | $1.4 bn | 0.48% | +2.1% |
| 62 | Cisco Systems CSCO | 17.3 M | $1.3 bn | 0.46% | +443% |
| 63 | Pepsico PEP | 8.5 M | $1.3 bn | 0.45% | +2.6% |
| 64 | ING Groep ING | 49.7 M | $1.3 bn | 0.44% | −6.6% |
| 65 | Spotify Technology SPOT | 2.6 M | $1.3 bn | 0.43% | −2.9% |
| 66 | iShares National Muni Bond E ETF MUB | 11.6 M | $1.2 bn | 0.42% | +8.2% |
| 67 | Unilever UL | 21.3 M | $1.2 bn | 0.41% | +2.9% |
| 68 | Capital One Financial COF | 6.6 M | $1.2 bn | 0.41% | −5.1% |
| 69 | Suncor Energy SU | 18.1 M | $1.2 bn | 0.41% | +7.5% |
| 70 | Boeing BA | 5.9 M | $1.2 bn | 0.40% | +3.7% |
| 71 | CSX CSX | 27.2 M | $1.1 bn | 0.38% | +2.8% |
| 72 | Emerson Electric EMR | 8.5 M | $1.1 bn | 0.38% | +18% |
| 73 | Starbucks SBUX | 12.2 M | $1.1 bn | 0.37% | +1.8% |
| 74 | Royal Bank of Canada RY | 6.7 M | $1.1 bn | 0.37% | +5.3% |
| 75 | Illinois Tool Works ITW | 3.8 M | $982M | 0.33% | +1.8% |
| 76 | Vanguard S&P 500 ETF VOO | 1.6 M | $940M | 0.32% | +1.4% |
| 77 | Intuit INTU | 2.0 M | $880M | 0.30% | −11% |
| 78 | Danaher DHR | 4.6 M | $873M | 0.30% | +3.6% |
| 79 | Deutsche Bank Aktiengesellschaft DB | 28.4 M | $846M | 0.29% | +3.6% |
| 80 | ServiceNow NOW | 8.0 M | $840M | 0.28% | −3.8% |
| 81 | Anheuser-Busch InBev BUD | 11.9 M | $827M | 0.28% | +4.7% |
| 82 | Trane Technologies TT | 1.9 M | $776M | 0.26% | −5.1% |
| 83 | Lloyds Banking Group LYG | 153.5 M | $772M | 0.26% | +1.5% |
| 84 | Invesco QQQ Trust Series 1 ETF QQQ | 1.3 M | $752M | 0.25% | −3.7% |
| 85 | Carrier Global CARR | 13.0 M | $734M | 0.25% | −12% |
| 86 | Salesforce CRM | 3.9 M | $726M | 0.25% | −9% |
| 87 | Tidal Tr IV PBPH | 28.0 M | $717M | 0.24% | new |
| 88 | iShares Msci Europe Financia ETF EUFN | 20.2 M | $702M | 0.24% | −46% |
| 89 | Tidal Tr IV PBOG | 19.1 M | $676M | 0.23% | new |
| 90 | Banco Bilbao Vizcaya Argentaria BBVA | 29.7 M | $644M | 0.22% | −12% |
| 91 | Alibaba Group Holding BABA | 5.1 M | $643M | 0.22% | −4% |
| 92 | NatWest Group NWG | 42.5 M | $633M | 0.21% | +3.8% |
| 93 | Vanguard Ftse Developed ETF VEA | 9.5 M | $611M | 0.21% | no change |
| 94 | Paccar PCAR | 5.1 M | $590M | 0.20% | no change |
| 95 | Ingersoll Rand IR | 7.2 M | $578M | 0.20% | +4.1% |
| 96 | Amgen AMGN | 1.6 M | $555M | 0.19% | +75% |
| 97 | Sanofi SNY | 11.4 M | $551M | 0.19% | −5.8% |
| 98 | iShares Global Industrials E ETF EXI | 2.8 M | $499M | 0.17% | +10% |
| 99 | Alphabet GOOG | 1.7 M | $494M | 0.17% | no change |
| 100 | Coca-Cola KO | 6.5 M | $492M | 0.17% | +1.3% |
The 100 largest lines are shown. The other 915 add up to 8.29% of the portfolio; full 13F of Fisher Investments →
Positions it closed (110)
- Trip.com Group TCOMwas 0.06% · 2.4 M shares
- Webster Financial WBSwas 0.02% · 717,424 shares
- Hub Group HUBGwas 0.01% · 667,510 shares
- Grocery Outlet Holding GOwas 0.01% · 2.5 M shares
- Arcellx ACLXwas 0.01% · 322,855 shares
- Merit Medical Systems MMSIwas 0.01% · 205,003 shares
- Diamondrock Hospitality DRHwas 0.00% · 727,615 shares
- Essential Properties Realty Trust EPRTwas 0.00% · 175,080 shares
- Ultragenyx Pharmaceutical RAREwas 0.00% · 198,696 shares
- Stepan SCLwas 0.00% · 38,365 shares
- Balchem BCPCwas 0.00% · 8,893 shares
- Spdr Series Trust State Street ONEVwas 0.00% · 7,846 shares
- Ishares Msci ACWI ETF ACWIwas 0.00% · 6,959 shares
- BNY Mellon ETF Trust Core Bond BKAGwas 0.00% · 19,981 shares
- Invesco Exchange Traded Fd Tr XMHQwas 0.00% · 7,514 shares
- Nicolet Bankshares NICwas 0.00% · 5,811 shares
- SITE Centers SITCwas 0.00% · 106,307 shares
- BNY Mellon ETF Trust US LRG CP BKLCwas 0.00% · 5,179 shares
- Proshares Tr Russ 2000 Divd SMDVwas 0.00% · 8,800 shares
- AXON Enterprise AXONwas 0.00% · 963 shares
- Ishares Tr Intl Sel Div ETF IDVwas 0.00% · 13,235 shares
- Wisdomtree Tr Emer Mkt High Fd DEMwas 0.00% · 10,761 shares
- First Tr Exchng Traded Fd Viii EIPIwas 0.00% · 25,041 shares
- Ishares Tr 05yr HI YL CP SHYGwas 0.00% · 10,897 shares
- Spdr Series Trust State Street SDYwas 0.00% · 3,273 shares
- Teekay TKwas 0.00% · 50,000 shares
- Sysco SYYwas 0.00% · 5,790 shares
- Vanguard Intl Equity Index Fds VPLwas 0.00% · 4,377 shares
- BlackRock ETF Trust Ishares US DYNFwas 0.00% · 6,340 shares
- Waste Connections WCNwas 0.00% · 2,073 shares
- Vanguard BD Index Fds Intermed BIVwas 0.00% · 4,630 shares
- Schwab Strategic Tr US Tips ET SCHPwas 0.00% · 13,523 shares
- Owens Corning OCwas 0.00% · 3,176 shares
- Fidelity Wise Origin Bitcoin F FBTCwas 0.00% · 4,648 shares
- Vanguard Index Fds SML CP Grw VBKwas 0.00% · 1,127 shares
- Bluerock PVT Real Estate Fd BPREwas 0.00% · 22,531 shares
- American Centy ETF Tr Intl EQT AVDEwas 0.00% · 4,053 shares
- Dimensional ETF Trust Emgr CRE DFAEwas 0.00% · 10,168 shares
- Spdr SP Midcap 400 ETF Tr UTS MDYwas 0.00% · 541 shares
- Robinhood Markets HOODwas 0.00% · 2,787 shares
- PennyMac Financial Services PFSIwas 0.00% · 2,378 shares
- Wisdomtree Tr India Erngs Fd EPIwas 0.00% · 6,620 shares
- Agilent Technologies Awas 0.00% · 2,214 shares
- ARM Holdings ARMwas 0.00% · 2,732 shares
- Spdr Series Trust State Street SPMDwas 0.00% · 5,103 shares
- Parsons PSNwas 0.00% · 4,498 shares
- Main Street Capital MAINwas 0.00% · 4,540 shares
- American Centy ETF Tr Internat AVIVwas 0.00% · 3,818 shares
- Dimensional ETF Trust Intl SMA DISVwas 0.00% · 7,086 shares
- Berkley W R WRBwas 0.00% · 3,773 shares
- Spdr Index SHS Fds Portflo EUR SPEUwas 0.00% · 5,054 shares
- Becton, Dickinson BDXwas 0.00% · 1,348 shares
- Baxter International BAXwas 0.00% · 13,571 shares
- Spdr Series Trust State Street SPYVwas 0.00% · 4,555 shares
- Pimco ETF Tr Enhan Shrt MA AC MINTwas 0.00% · 2,546 shares
- Jabil JBLwas 0.00% · 1,102 shares
- NVR NVRwas 0.00% · 34 shares
- Ishares Tr Msci Intl VLU FT IVLUwas 0.00% · 6,543 shares
- Snowflake SNOWwas 0.00% · 1,130 shares
- United Airlines Holdings UALwas 0.00% · 2,212 shares
- Murphy USA MUSAwas 0.00% · 611 shares
- Genuine Parts GPCwas 0.00% · 1,996 shares
- Ishares Tr Future Exponenti XTwas 0.00% · 3,518 shares
- Ishares Preferred Income Sec PFFwas 0.00% · 7,911 shares
- Fastenal FASTwas 0.00% · 6,025 shares
- Take-two Interactive Software TTWOwas 0.00% · 928 shares
- Zoom Communications ZMwas 0.00% · 2,721 shares
- RPM International RPMwas 0.00% · 2,222 shares
- Fidelity National Information Services FISwas 0.00% · 3,454 shares
- Fair Isaac FICOwas 0.00% · 135 shares
- Rollins ROLwas 0.00% · 3,792 shares
- Veeva Systems VEEVwas 0.00% · 1,017 shares
- Aon AONwas 0.00% · 635 shares
- U-Haul Holding UHAL/Bwas 0.00% · 4,770 shares
- Ishares Inc Msci Germany ETF EWGwas 0.00% · 5,227 shares
- American Centy ETF Tr Avantis AVEMwas 0.00% · 2,879 shares
- J P Morgan Exchange Traded Fd JPSTwas 0.00% · 4,370 shares
- Schwab Strategic Tr Fundamenta FNDXwas 0.00% · 8,121 shares
- Aecom ACMwas 0.00% · 2,314 shares
- Quest Diagnostics DGXwas 0.00% · 1,269 shares
- Public Storage PSAwas 0.00% · 833 shares
- Spdr Index SHS Fds Portfolio E SPEMwas 0.00% · 4,566 shares
- Gold Fields GFIwas 0.00% · 4,895 shares
- Cadence Design Systems CDNSwas 0.00% · 683 shares
- J P Morgan Exchange Traded Fd BBEUwas 0.00% · 2,908 shares
- Capital Group GBL Growth Eqty CGGOwas 0.00% · 6,134 shares
- Monster Beverage MNSTwas 0.00% · 2,766 shares
- Janus Detroit Str Tr Hendrson JAAAwas 0.00% · 4,182 shares
- Pimco ETF Tr INV GRD CRP BD CORPwas 0.00% · 2,159 shares
- KB Home KBHwas 0.00% · 3,743 shares
- Gen Digital GENwas 0.00% · 7,735 shares
- Consolidated Edison EDwas 0.00% · 2,116 shares
- Humana HUMwas 0.00% · 818 shares
- Nokia NOKwas 0.00% · 31,624 shares
- Tractor Supply TSCOwas 0.00% · 4,058 shares
- HP HPQwas 0.00% · 9,094 shares
- Globe Life GLwas 0.00% · 1,437 shares
- AGNC Investment AGNCwas 0.00% · 14,060 shares
- Liberty All Star Equity Fd USAwas 0.00% · 23,828 shares
- Oaktree Specialty Lending OCSLwas 0.00% · 10,325 shares
- Red Cat Holdings RCATwas 0.00% · 14,000 shares
- Cornerstone Total Return Fd In CRFwas 0.00% · 12,508 shares
- SFL SFLwas 0.00% · 12,790 shares
- Medical Properties Trust MPTwas 0.00% · 10,402 shares
- Humacyte HUMAwas 0.00% · 49,400 shares
- Abrdn Global Premier Pptys Fd AWPwas 0.00% · 3,754 shares
- OPKO Health OPKwas 0.00% · 30,000 shares
- Ironwood Pharmaceuticals IRWDwas 0.00% · 10,000 shares
- Imax was 0.00% · 18,000 shares
- Accuray ARAYwas 0.00% · 12,060 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Fisher Investments's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.