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Lumbard & Kellner’s First Solar FSLR Stock Holding History

Lumbard & Kellner’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 		$7.15M Buy
36,260
+24
+0.1% +$5.31K 2.48% 16
2025
Q4 		$9.47M Sell
36,236
-6,317
-15% -$1.59M 3.32% 7
2025
Q3 		$9.38M Buy
42,553
+17,339
+69% +$3.33M 3.45% 6
2025
Q2 		$4.17M Sell
25,214
-21,179
-46% -$3.13M 1.82% 24
2025
Q1 		$5.87M Buy
46,393
+19,266
+71% +$3.01M 2.59% 15
2024
Q4 		$4.78M Buy
+27,127
New +$5.4M 2.05% 20

Other funds holding FSLR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lumbard & Kellner's FSLR Position: Q1 2026 in Review

Lumbard & Kellner increased its First Solar (FSLR) stake by 0.07% in Q1 2026, buying an estimated $5.31K and bringing the position to 36,260 shares worth $7.15M. The position accounts for 2.48% of the portfolio, ranked #16.

Lumbard & Kellner first reported a position in FSLR in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.47M in Q4 2025. 966 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.

  • Lumbard & Kellner held 36,260 shares of First Solar worth $7.15M as of Q1 2026.
  • Lumbard & Kellner bought 24 First Solar shares in Q1 2026, an estimated $5.31K.
  • First Solar made up 2.48% of Lumbard & Kellner's portfolio in Q1 2026, its #16 holding.
  • Lumbard & Kellner first reported a position in First Solar in Q4 2024 and has held it in 6 quarters since.
  • Lumbard & Kellner's First Solar position peaked at $9.47M in Q4 2025.
  • 966 funds tracked by Wall St. Rank held First Solar as of Q1 2026.

Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.