LK
FSLR icon

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
Q2 		$8.61M Buy
36,506
+246
+0.7% +$57.7K 2.61% 12
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lumbard & Kellner's FSLR Position: Q2 2026 in Review

Lumbard & Kellner increased its First Solar (FSLR) stake by 0.68% in Q2 2026, buying an estimated $57.7K and bringing the position to 36,506 shares worth $8.61M. The position accounts for 2.61% of the portfolio, ranked #12.

Lumbard & Kellner first reported a position in FSLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.47M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

  • Lumbard & Kellner held 36,506 shares of First Solar worth $8.61M as of Q2 2026.
  • Lumbard & Kellner bought 246 First Solar shares in Q2 2026, an estimated $57.7K.
  • First Solar made up 2.61% of Lumbard & Kellner's portfolio in Q2 2026, its #12 holding.
  • Lumbard & Kellner first reported a position in First Solar in Q4 2024 and has held it in 7 quarters since.
  • Lumbard & Kellner's First Solar position peaked at $9.47M in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.