Grantham, Mayo, Van Otterloo & Co (GMO)’s First Solar FSLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.2M | Sell |
132,579
-2,388
| -2% | -$528K | 0.07% | 149 |
|
|
2025
Q4 | $35.3M | Sell |
134,967
-139,931
| -51% | -$35.3M | 0.09% | 96 |
|
|
2025
Q3 | $60.6M | Sell |
274,898
-119,569
| -30% | -$23M | 0.17% | 55 |
|
|
2025
Q2 | $65.3M | Buy |
394,467
+35,960
| +10% | +$5.31M | 0.2% | 47 |
|
|
2025
Q1 | $45.3M | Buy |
358,507
+90,991
| +34% | +$14.2M | 0.14% | 83 |
|
|
2024
Q4 | $47.1M | Sell |
267,516
-2,276
| -0.8% | -$453K | 0.15% | 75 |
|
|
2024
Q3 | $67.3M | Sell |
269,792
-10,983
| -4% | -$2.47M | 0.21% | 50 |
|
|
2024
Q2 | $63.3M | Sell |
280,775
-114,331
| -29% | -$24.9M | 0.21% | 59 |
|
|
2024
Q1 | $66.7M | Buy |
395,106
+98,177
| +33% | +$15.1M | 0.24% | 56 |
|
|
2023
Q4 | $51.2M | Buy |
296,929
+136,013
| +85% | +$20.8M | 0.23% | 77 |
|
|
2023
Q3 | $26M | Buy |
160,916
+63,639
| +65% | +$11.9M | 0.12% | 150 |
|
|
2023
Q2 | $18.5M | Buy |
+97,277
| New | +$19.3M | 0.09% | 187 |
|
|
2022
Q4 | – | Sell |
-101,400
| Closed | -$13.4M | – | 735 |
|
|
2022
Q3 | $13.4M | Sell |
101,400
-86,900
| -46% | -$9.31M | 0.08% | 215 |
|
|
2022
Q2 | $12.8M | Buy |
188,300
+61,370
| +48% | +$4.37M | 0.07% | 228 |
|
|
2022
Q1 | $10.6M | Buy |
+126,930
| New | +$9.72M | 0.05% | 252 |
|
|
2021
Q3 | – | Sell |
-48,780
| Closed | -$4.42M | – | 712 |
|
|
2021
Q2 | $4.42M | Sell |
48,780
-64,099
| -57% | -$5.07M | 0.02% | 356 |
|
|
2021
Q1 | $9.85M | Sell |
112,879
-28,696
| -20% | -$2.63M | 0.05% | 238 |
|
|
2020
Q4 | $14M | Sell |
141,575
-20,990
| -13% | -$1.82M | 0.09% | 161 |
|
|
2020
Q3 | $10.8M | Sell |
162,565
-40,694
| -20% | -$2.7M | 0.08% | 148 |
|
|
2020
Q2 | $10.1M | Buy |
203,259
+23,359
| +13% | +$1.04M | 0.07% | 153 |
|
|
2020
Q1 | $6.49M | Buy |
179,900
+48,300
| +37% | +$2.3M | 0.05% | 203 |
|
|
2019
Q4 | $7.36M | Buy |
131,600
+22,900
| +21% | +$1.26M | 0.05% | 238 |
|
|
2019
Q3 | $6.31M | Sell |
108,700
-78,300
| -42% | -$5.02M | 0.04% | 264 |
|
|
2019
Q2 | $12.3M | Sell |
187,000
-147,700
| -44% | -$8.89M | 0.09% | 161 |
|
|
2019
Q1 | $17.7M | Sell |
334,700
-10,000
| -3% | -$503K | 0.13% | 123 |
|
|
2018
Q4 | $14.6M | Buy |
344,700
+166,500
| +93% | +$7.31M | 0.12% | 117 |
|
|
2018
Q3 | $8.63M | Buy |
178,200
+16,900
| +10% | +$877K | 0.06% | 162 |
|
|
2018
Q2 | $8.49M | Buy |
161,300
+63,000
| +64% | +$4.12M | 0.06% | 169 |
|
|
2018
Q1 | $6.98M | Buy |
98,300
+37,700
| +62% | +$2.57M | 0.04% | 192 |
|
|
2017
Q4 | $4.09M | Buy |
60,600
+9,200
| +18% | +$540K | 0.02% | 254 |
|
|
2017
Q3 | $2.36M | Buy |
51,400
+11,900
| +30% | +$552K | 0.01% | 309 |
|
|
2017
Q2 | $1.57M | Buy |
39,500
+6,700
| +20% | +$228K | 0.01% | 333 |
|
|
2017
Q1 | $889K | Buy |
32,800
+1,100
| +3% | +$36.1K | 0.01% | 372 |
|
|
2016
Q4 | $1.02M | Buy |
+31,700
| New | +$1.11M | 0.01% | 369 |
|
|
2014
Q1 | – | Sell |
-8,392
| Closed | -$459K | – | 589 |
|
|
2013
Q4 | $459K | Sell |
8,392
-7,306
| -47% | -$399K | ﹤0.01% | 559 |
|
|
2013
Q3 | $631K | Sell |
15,698
-179
| -1% | -$7.57K | ﹤0.01% | 514 |
|
|
2013
Q2 | $710K | Buy |
+15,877
| New | +$707K | ﹤0.01% | 499 |
|
Other funds holding FSLR
VCM
VPM
HCC
Grantham, Mayo, Van Otterloo & Co (GMO)'s FSLR Position: Q1 2026 in Review
Grantham, Mayo, Van Otterloo & Co (GMO) reduced its First Solar (FSLR) stake by 1.8% in Q1 2026, selling an estimated $528K and leaving 132,579 shares worth $26.2M. The position accounts for 0.07% of the portfolio, ranked #149.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in FSLR in Q2 2013 and has held it in 37 quarters since. The position peaked at $67.3M in Q3 2024. 966 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.
- Grantham, Mayo, Van Otterloo & Co (GMO) held 132,579 shares of First Solar worth $26.2M as of Q1 2026.
- Grantham, Mayo, Van Otterloo & Co (GMO) sold 2,388 First Solar shares in Q1 2026, an estimated $528K.
- First Solar made up 0.07% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #149 holding.
- Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in First Solar in Q2 2013 and has held it in 37 quarters since.
- Grantham, Mayo, Van Otterloo & Co (GMO)'s First Solar position peaked at $67.3M in Q3 2024.
- 966 funds tracked by Wall St. Rank held First Solar as of Q1 2026.
Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.