Ken Fisher

Fisher Asset Management

Kenneth Lawrence Fisher, born in 1950, is a prominent American investment analyst, author, and the founder of Fisher Asset Management. He has made significant contributions to the investment advisory field, particularly through his long-running column in Forbes, which spanned from 1984 to 2017. Fisher is known for his insights into behavioral finance and has authored eleven books on investing. His influence was recognized in 2010 when he was named one of the 30 most influential people in the investment advisory business by Investment Advisor magazine. Fisher Asset Management operates as a fee-only financial adviser, emphasizing a client-centric approach to investment management. The firm is recognized for its strategic focus on diverse sectors, including technology, energy, and healthcare. Fisher's investment philosophy often integrates behavioral finance principles, seeking to capitalize on market inefficiencies and investor psychology. The latest disclosure from Fisher Asset Management, dated May 5, 2026, reveals a balanced approach with both position reductions and increases across a portfolio totaling between $9.6 billion and $5.5 billion. Notable moves include a significant trim of approximately $2.63 billion in Microsoft Corp (MSFT), reflecting a strategic adjustment within a diverse array of holdings that also feature AbbVie Inc. (ABBV), Exxon Mobil Corp (XOM), and Pfizer Inc. (PFE). The firm has made six increases and six reductions, indicating a dynamic portfolio management strategy.

Latest Trades

CompanyValueActionChangePriceLast Price
Microsoft CorpMSFT$10B25.9M sharesTrimQ1 2026 13F$3B$418.44$395.63
Astrazeneca PLCAZN$2B10.8M sharesOtherQ1 2026 13F$2B$196.81$164.38
Ken Fisher (Fisher Asset Management) exit Unmapped 13F securityPORTFOLIO$-2.0BExitQ1 2026 13F$2B----
AbbVie IncABBV$2B9.1M sharesAddQ1 2026 13F$2B$221.82$244.22
Exxon Mobil Corp (2)XOM$5B32.3M sharesAddQ1 2026 13F$2B$152.80$144.49
Pfizer IncPFE$3B105M sharesAddQ1 2026 13F$2B$27.12$25.05
Caterpillar, Inc. Common StockCAT$7B9.8M sharesAddQ1 2026 13F$1B$723.66$861.78
Adobe IncADBE$30M124.9k sharesTrimQ1 2026 13F$1B$277.01$224.56
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$-1.4BTrimQ1 2026 13F$1B----
ASML Holding NVASML$6B4.6M sharesAddQ1 2026 13F$1B$1,370.36$1,732.94
Chevron Corporation Common StockCVX$5B21.9M sharesAddQ1 2026 13F$1B$182.35$181.67
Cisco Systems IncCSCO$1B17.3M sharesAddQ1 2026 13F$1B$78.28$111.10
Novartis AG Common StockNVS$2B13.9M sharesAddQ1 2026 13F$1B$153.29$152.33
SAP SESAP$2B14.5M sharesTrimQ1 2026 13F$1B$206.39$154.51
iShares 7-10 Year Treasury Bond ETFIEF$14B147M sharesAddQ1 2026 13F$1B$96.19$93.78
Stryker CorpSYK$151M458.5k sharesTrimQ1 2026 13F$945M$359.03$320.64
Boston Scientific CorpBSX$28M450.6k sharesTrimQ1 2026 13F$843M$80.00$44.17
BP PLCBP$3B66.6M sharesAddQ1 2026 13F$824M$39.18$42.16
Taiwan Semiconductor Manufacturing Co LtdTSM$6B18.6M sharesAddQ1 2026 13F$777M$344.13$414.71
Canadian Natural Resources Limited Common StockCNQ$2B45M sharesAddQ1 2026 13F$747M$45.32$44.02
Portfolio Building Block World Pharma and Biotech Index ETFPBPH$717M28M sharesOtherQ1 2026 13F$717M$25.56$26.73
Alphabet IncGOOGL$11B39.1M sharesTrimQ1 2026 13F$698M$314.21$370.92
Banco Santander SASAN$446M39.5M sharesTrimQ1 2026 13F$690M$11.92$13.44
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETFPBOG$676M19.1M sharesOtherQ1 2026 13F$676M$35.45$31.46
Apple IncAAPL$14B56.4M sharesTrimQ1 2026 13F$671M$260.25$327.50
iShares MSCI Europe Financials ETFEUFN$702M20.2M sharesTrimQ1 2026 13F$671M$36.57$40.48
Amazon.com IncAMZN$7B34.2M sharesTrimQ1 2026 13F$634M$220.17$254.96
Intuit IncINTU$880M2M sharesTrimQ1 2026 13F$633M$476.99$282.43
ConocoPhillips Common StockCOP$2B15.2M sharesAddQ1 2026 13F$619M$110.73$114.49
NVIDIA CorporationNVDA$15B88.6M sharesTrimQ1 2026 13F$605M$183.46$212.50
Freeport-McMoRan Inc.FCX$4B65.1M sharesAddQ1 2026 13F$581M$60.42$58.94
iShares Global Healthcare ETFIXJ$212M2.3M sharesTrimQ1 2026 13F$571M$93.54$97.93
Walmart IncWMT$5B41M sharesAddQ1 2026 13F$566M$122.77$112.53
Merck & Co., Inc.MRK$3B26.4M sharesAddQ1 2026 13F$562M$115.45$123.60
Shell PLCSHEL$3B27.5M sharesAddQ1 2026 13F$561M$80.80$86.14
American Express Company Common StockAXP$3B9.3M sharesTrimQ1 2026 13F$540M$335.29$358.44
Meta Platforms, Inc.META$4B6.7M sharesTrimQ1 2026 13F$538M$640.86$681.31
Sony Group CorporationSONY$2B110.6M sharesTrimQ1 2026 13F$500M$22.41$21.15
Eli Lilly and Company Common StockLLY$4B4.8M sharesTrimQ1 2026 13F$500M$1,013.80$1,156.63
Capital One Financial CorporationCOF$1B6.6M sharesTrimQ1 2026 13F$481M$209.18$208.89
Costco Wholesale CorporationCOST$3B3.2M sharesAddQ1 2026 13F$469M$974.50$916.54
Suncor Energy IncSU$1B18.1M sharesAddQ1 2026 13F$450M$55.27$62.81
ServiceNow IncNOW$840M8M sharesTrimQ1 2026 13F$440M$117.65$104.01
Portfolio Building Block European Banks Index ETFPBEU$436M15.9M sharesOtherQ1 2026 13F$436M$27.48$33.80
Johnson & JohnsonJNJ$2B9.3M sharesAddQ1 2026 13F$430M$232.93$247.02
iShares Global Energy ETFIXC$203M3.5M sharesTrimQ1 2026 13F$415M$57.61$52.47
Oracle CorporationORCL$1B9.6M sharesTrimQ1 2026 13F$409M$151.95$132.54
Salesforce, Inc. Common StockCRM$726M3.9M sharesTrimQ1 2026 13F$407M$207.19$172.68
UBS Group AGUBS$3B66.1M sharesTrimQ1 2026 13F$387M$42.80$51.91
Deere & Company Common StockDE$2B3M sharesAddQ1 2026 13F$377M$564.15$595.56
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