Todd Asset Management’s First Solar FSLR Stock Holding History

Todd Asset 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 Q1	$50.6M	Buy	256,340 +69,306	+37%	+$15.3M	0.99%	41
2025 Q4	$48.9M	Sell	187,034 -342	-0.2%	-$86.3K	0.95%	41
2025 Q3	$41.3M	Buy	187,376 +28,817	+18%	+$5.53M	0.84%	57
2025 Q2	$26.2M	Sell	158,559 -1,879	-1%	-$277K	0.57%	91
2025 Q1	$20.3M	Sell	160,438 -52,158	-25%	-$8.14M	0.48%	100
2024 Q4	$37.5M	Buy	212,596 +42,233	+25%	+$8.41M	0.9%	50
2024 Q3	$42.5M	Buy	170,363 +68,924	+68%	+$15.5M	0.99%	38
2024 Q2	$22.9M	Buy	+101,439	New	+$22.1M	0.47%	105
2014 Q2	–	Sell	-183,067	Closed	-$12.8M	–	219
2014 Q1	$12.8M	Buy	183,067 +39,709	+28%	+$2.21M	0.37%	94
2013 Q4	$7.83M	Buy	+143,358	New	+$7.84M	0.23%	117

Other funds holding FSLR

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Todd Asset Management's FSLR Position: Q1 2026 in Review

Todd Asset Management increased its First Solar (FSLR) stake by 37% in Q1 2026, buying an estimated $15.3M and bringing the position to 256,340 shares worth $50.6M. The position accounts for 0.99% of the portfolio, ranked #41.

Todd Asset Management first reported a position in FSLR in Q4 2013 and has held it in 10 quarters since. 966 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.

Todd Asset Management held 256,340 shares of First Solar worth $50.6M as of Q1 2026.
Todd Asset Management bought 69,306 First Solar shares in Q1 2026, an estimated $15.3M.
First Solar made up 0.99% of Todd Asset Management's portfolio in Q1 2026, its #41 holding.
Todd Asset Management first reported a position in First Solar in Q4 2013 and has held it in 10 quarters since.
966 funds tracked by Wall St. Rank held First Solar as of Q1 2026.

Based on Todd Asset Management's 13F filing for Q1 2026, filed 12 May 2026.