Balyasny Asset Management’s First Solar FSLR Stock Holding History

Balyasny Asset Management’s Portfolio FSLR Stock Details FSLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.1M	Buy	51,100 +34,500	+208%	+$7.63M	0.01%	1026
2025 Q4	$4.34M	Sell	16,600 -1,400	-8%	-$353K	0.01%	1469
2025 Q3	$3.97M	Sell	18,000 -50,100	-74%	-$9.62M	0.01%	1480
2025 Q2	$11.3M	Buy	+68,100	New	+$10.1M	0.02%	915
2025 Q1	–	Sell	-28,800	Closed	-$5.08M	–	2948
2024 Q4	$5.08M	Hold	28,800	–	–	0.01%	1276
2024 Q3	$7.18M	Buy	28,800 +26,400	+1,100%	+$5.94M	0.01%	1105
2024 Q2	$541K	Buy	+2,400	New	+$523K	﹤0.01%	2030
2023 Q4	–	Sell	-40,000	Closed	-$6.46M	–	2621
2023 Q3	$6.46M	Hold	40,000	–	–	0.01%	1004
2023 Q2	$7.6M	Sell	40,000 -20,000	-33%	-$3.96M	0.02%	903
2023 Q1	$13M	Sell	60,000 -30,000	-33%	-$5.48M	0.03%	674
2022 Q4	$13.5M	Buy	90,000 +12,500	+16%	+$1.85M	0.04%	619
2022 Q3	$10.3M	Buy	+77,500	New	+$8.3M	0.03%	673
2021 Q4	–	Sell	-100,000	Closed	-$9.55M	–	2362
2021 Q3	$9.55M	Buy	+100,000	New	+$9.29M	0.04%	598
2014 Q1	–	Sell	-50,000	Closed	-$2.73M	–	595
2013 Q4	$2.73M	Buy	+50,000	New	+$2.73M	0.04%	380

Other funds holding FSLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balyasny Asset Management's FSLR Position: Q1 2026 in Review

Balyasny Asset Management increased its First Solar (FSLR) stake by 853% in Q1 2026, buying an estimated $7.46M and bringing the position to 37,690 shares worth $7.43M. The position accounts for 0.01% of the portfolio, ranked #1170.

Balyasny Asset Management first reported a position in FSLR in Q2 2014 and has held it in 30 quarters since. The position peaked at $140M in Q2 2024. 966 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.

Balyasny Asset Management held 37,690 shares of First Solar worth $7.43M as of Q1 2026.
Balyasny Asset Management bought 33,734 First Solar shares in Q1 2026, an estimated $7.46M.
First Solar made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1170 holding.
Balyasny Asset Management first reported a position in First Solar in Q2 2014 and has held it in 30 quarters since.
Balyasny Asset Management's First Solar position peaked at $140M in Q2 2024.
966 funds tracked by Wall St. Rank held First Solar as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.