Mengis Capital Management’s First Solar FSLR Stock Holding History

Mengis Capital 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 Q2	$2.12M	Buy	8,971 +1,333	+17%	+$312K	0.32%	82
2026 Q1	$1.51M	Buy	7,638 +395	+5%	+$87.4K	0.26%	89
2025 Q4	$1.89M	Buy	7,243 +1,500	+26%	+$378K	0.33%	80
2025 Q3	$1.27M	Hold	5,743	–	–	0.25%	100
2025 Q2	$951K	Buy	5,743 +1,756	+44%	+$259K	0.2%	104
2025 Q1	$504K	Sell	3,987 -1,175	-23%	-$183K	0.11%	130
2024 Q4	$910K	Sell	5,162 -1,000	-16%	-$199K	0.19%	108
2024 Q3	$1.54M	Buy	6,162 +120	+2%	+$27K	0.3%	85
2024 Q2	$1.36M	Hold	6,042	–	–	0.28%	87
2024 Q1	$1.02M	Sell	6,042 -75	-1%	-$11.5K	0.16%	110
2023 Q4	$1.05M	Hold	6,117	–	–	0.2%	91
2023 Q3	$988K	Sell	6,117 -698	-10%	-$130K	0.21%	92
2023 Q2	$1.3M	Sell	6,815 -80	-1%	-$15.8K	0.26%	75
2023 Q1	$1.5M	Sell	6,895 -570	-8%	-$104K	0.32%	71
2022 Q4	$1.12M	Hold	7,465	–	–	0.24%	81
2022 Q3	$987K	Sell	7,465 -225	-3%	-$24.1K	0.23%	83
2022 Q2	$523K	Buy	7,690 +90	+1%	+$6.41K	0.11%	117
2022 Q1	$636K	Sell	7,600 -350	-4%	-$26.8K	0.12%	118
2021 Q4	$692K	Hold	7,950	–	–	0.13%	116
2021 Q3	$758K	Hold	7,950	–	–	0.16%	105
2021 Q2	$719K	Buy	+7,950	New	+$629K	0.15%	111

Other funds holding FSLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mengis Capital Management's FSLR Position: Q2 2026 in Review

Mengis Capital Management increased its First Solar (FSLR) stake by 17% in Q2 2026, buying an estimated $312K and bringing the position to 8,971 shares worth $2.12M. The position accounts for 0.32% of the portfolio, ranked #82.

Mengis Capital Management first reported a position in FSLR in Q2 2021 and has held it in 21 quarters since. 1,010 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

Mengis Capital Management held 8,971 shares of First Solar worth $2.12M as of Q2 2026.
Mengis Capital Management bought 1,333 First Solar shares in Q2 2026, an estimated $312K.
First Solar made up 0.32% of Mengis Capital Management's portfolio in Q2 2026, its #82 holding.
Mengis Capital Management first reported a position in First Solar in Q2 2021 and has held it in 21 quarters since.
1,010 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

Based on Mengis Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.