L.J. Altfest & Co’s Cognex CGNX Stock Holding History

L.J. Altfest & Co’s Portfolio CGNX Stock Details CGNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$695K	Buy	14,182 +383	+3%	+$17.9K	0.07%	188
2025 Q4	$496K	Sell	13,799 -2,208	-14%	-$89.4K	0.05%	228
2025 Q3	$725K	Buy	+16,007	New	+$648K	0.08%	171
2024 Q3	–	Sell	-8,518	Closed	-$398K	–	338
2024 Q2	$398K	Buy	8,518 +2,239	+36%	+$98.4K	0.05%	224
2024 Q1	$266K	Buy	6,279 +287	+5%	+$11.2K	0.04%	275
2023 Q4	$250K	Sell	5,992 -77	-1%	-$2.96K	0.04%	268
2023 Q3	$258K	Buy	6,069 +31	+0.5%	+$1.52K	0.04%	254
2023 Q2	$338K	Sell	6,038 -92	-2%	-$4.76K	0.05%	222
2023 Q1	$304K	Buy	+6,130	New	+$310K	0.05%	219

Other funds holding CGNX

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

L.J. Altfest & Co's CGNX Position: Q1 2026 in Review

L.J. Altfest & Co increased its Cognex (CGNX) stake by 2.8% in Q1 2026, buying an estimated $17.9K and bringing the position to 14,182 shares worth $695K. The position accounts for 0.07% of the portfolio, ranked #188.

L.J. Altfest & Co first reported a position in CGNX in Q1 2023 and has held it in 9 quarters since. The position peaked at $725K in Q3 2025. 569 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.

L.J. Altfest & Co held 14,182 shares of Cognex worth $695K as of Q1 2026.
L.J. Altfest & Co bought 383 Cognex shares in Q1 2026, an estimated $17.9K.
Cognex made up 0.07% of L.J. Altfest & Co's portfolio in Q1 2026, its #188 holding.
L.J. Altfest & Co first reported a position in Cognex in Q1 2023 and has held it in 9 quarters since.
L.J. Altfest & Co's Cognex position peaked at $725K in Q3 2025.
569 funds tracked by Wall St. Rank held Cognex as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.