Primecap Management’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $200M | Sell |
2,187,428
-8,900
| -0.4% | -$984K | 0.16% | 106 |
|
|
2025
Q4 | $256M | Sell |
2,196,328
-62,050
| -3% | -$8.05M | 0.19% | 102 |
|
|
2025
Q3 | $324M | Buy |
2,258,378
+43,070
| +2% | +$6.26M | 0.25% | 80 |
|
|
2025
Q2 | $342M | Buy |
2,215,308
+379,586
| +21% | +$53.1M | 0.27% | 72 |
|
|
2025
Q1 | $256M | Buy |
1,835,722
+38,590
| +2% | +$5.77M | 0.21% | 85 |
|
|
2024
Q4 | $263M | Sell |
1,797,132
-52,250
| -3% | -$9.3M | 0.2% | 90 |
|
|
2024
Q3 | $388M | Sell |
1,849,382
-45,635
| -2% | -$9.25M | 0.29% | 73 |
|
|
2024
Q2 | $398M | Buy |
1,895,017
+7,435
| +0.4% | +$1.31M | 0.29% | 66 |
|
|
2024
Q1 | $318M | Sell |
1,887,582
-24,700
| -1% | -$4.3M | 0.24% | 79 |
|
|
2023
Q4 | $366M | Sell |
1,912,282
-104,407
| -5% | -$17.3M | 0.29% | 73 |
|
|
2023
Q3 | $317M | Sell |
2,016,689
-29,130
| -1% | -$4.42M | 0.27% | 77 |
|
|
2023
Q2 | $295M | Sell |
2,045,819
-33,100
| -2% | -$4.74M | 0.25% | 81 |
|
|
2023
Q1 | $323M | Sell |
2,078,919
-9,930
| -0.5% | -$1.33M | 0.28% | 79 |
|
|
2022
Q4 | $226M | Sell |
2,088,849
-48,350
| -2% | -$5.07M | 0.21% | 88 |
|
|
2022
Q3 | $202M | Buy |
2,137,199
+2,070
| +0.1% | +$229K | 0.2% | 93 |
|
|
2022
Q2 | $216M | Buy |
2,135,129
+2,220
| +0.1% | +$286K | 0.19% | 88 |
|
|
2022
Q1 | $356M | Sell |
2,132,909
-42,670
| -2% | -$6.62M | 0.27% | 84 |
|
|
2021
Q4 | $359M | Sell |
2,175,579
-75,320
| -3% | -$12.4M | 0.25% | 88 |
|
|
2021
Q3 | $385M | Sell |
2,250,899
-26,710
| -1% | -$5.53M | 0.27% | 84 |
|
|
2021
Q2 | $506M | Buy |
2,277,609
+23,350
| +1% | +$5.11M | 0.34% | 74 |
|
|
2021
Q1 | $534M | Sell |
2,254,259
-163,916
| -7% | -$37.9M | 0.37% | 71 |
|
|
2020
Q4 | $556M | Sell |
2,418,175
-121,020
| -5% | -$25.9M | 0.41% | 65 |
|
|
2020
Q3 | $459M | Sell |
2,539,195
-110,220
| -4% | -$18.8M | 0.38% | 66 |
|
|
2020
Q2 | $396M | Sell |
2,649,415
-171,570
| -6% | -$25.2M | 0.34% | 70 |
|
|
2020
Q1 | $372M | Sell |
2,820,985
-507,273
| -15% | -$87.3M | 0.36% | 65 |
|
|
2019
Q4 | $686M | Sell |
3,328,258
-502,387
| -13% | -$94.9M | 0.5% | 55 |
|
|
2019
Q3 | $643M | Sell |
3,830,645
-855,736
| -18% | -$171M | 0.51% | 54 |
|
|
2019
Q2 | $881M | Sell |
4,686,381
-82,031
| -2% | -$13.6M | 0.65% | 48 |
|
|
2019
Q1 | $729M | Buy |
4,768,412
+55,493
| +1% | +$6.87M | 0.54% | 57 |
|
|
2018
Q4 | $441M | Buy |
4,712,919
+1,636,616
| +53% | +$165M | 0.36% | 69 |
|
|
2018
Q3 | $363M | Buy |
3,076,303
+1,218,253
| +66% | +$134M | 0.24% | 85 |
|
|
2018
Q2 | $160M | Buy |
1,858,050
+1,214,475
| +189% | +$116M | 0.12% | 126 |
|
|
2018
Q1 | $65M | Sell |
643,575
-38,975
| -6% | -$5.86M | 0.05% | 163 |
|
|
2017
Q4 | $118M | Sell |
682,550
-106,900
| -14% | -$17M | 0.09% | 137 |
|
|
2017
Q3 | $102M | Sell |
789,450
-214,500
| -21% | -$26M | 0.08% | 141 |
|
|
2017
Q2 | $110M | Sell |
1,003,950
-62,950
| -6% | -$6.63M | 0.09% | 139 |
|
|
2017
Q1 | $91.9M | Sell |
1,066,900
-2,825
| -0.3% | -$203K | 0.08% | 138 |
|
|
2016
Q4 | $60.2M | Buy |
1,069,725
+31,125
| +3% | +$1.71M | 0.06% | 150 |
|
|
2016
Q3 | $57.7M | Sell |
1,038,600
-103,575
| -9% | -$6.56M | 0.06% | 157 |
|
|
2016
Q2 | $77.4M | Sell |
1,142,175
-65,700
| -5% | -$4.04M | 0.08% | 139 |
|
|
2016
Q1 | $65.3M | Buy |
1,207,875
+16,800
| +1% | +$821K | 0.07% | 149 |
|
|
2015
Q4 | $64.8M | Sell |
1,191,075
-16,536
| -1% | -$729K | 0.07% | 153 |
|
|
2015
Q3 | $40.9M | Sell |
1,207,611
-225,850
| -16% | -$9.43M | 0.05% | 176 |
|
|
2015
Q2 | $74.2M | Sell |
1,433,461
-12,310
| -0.9% | -$621K | 0.07% | 158 |
|
|
2015
Q1 | $67.6M | Buy |
1,445,771
+120,460
| +9% | +$4.27M | 0.07% | 160 |
|
|
2014
Q4 | $36.8M | Buy |
1,325,311
+1,057,311
| +395% | +$30.1M | 0.04% | 181 |
|
|
2014
Q3 | $8.75M | Buy |
+268,000
| New | +$8.84M | 0.01% | 217 |
|
Other funds holding OLED
VPM
VCM
Primecap Management's OLED Position: Q1 2026 in Review
Primecap Management reduced its Universal Display (OLED) stake by 0.41% in Q1 2026, selling an estimated $984K and leaving 2,187,428 shares worth $200M. The position accounts for 0.16% of the portfolio, ranked #106.
Primecap Management first reported a position in OLED in Q3 2014 and has held it in 47 quarters since. The position peaked at $881M in Q2 2019. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.
- Primecap Management held 2,187,428 shares of Universal Display worth $200M as of Q1 2026.
- Primecap Management sold 8,900 Universal Display shares in Q1 2026, an estimated $984K.
- Universal Display made up 0.16% of Primecap Management's portfolio in Q1 2026, its #106 holding.
- Primecap Management first reported a position in Universal Display in Q3 2014 and has held it in 47 quarters since.
- Primecap Management's Universal Display position peaked at $881M in Q2 2019.
- 457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.
Based on Primecap Management's 13F filing for Q1 2026, filed 11 May 2026.