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.

History Trades

CompanyValueActionChangePriceLast Price
Blackrock IncBLK$2.1BOtherQ4 2024 13F$2B$1,014.92$1,063.03
Blackrock IncBLK$-2.1BExitQ4 2024 13F$2B$1,014.92$1,063.03
Amazon.com IncAMZN$10B45.2M sharesAddQ4 2024 13F$2B$204.58$244.85
Ken Fisher (Fisher Asset Management) exit Unmapped 13F securityPORTFOLIO$-1.5BExitQ4 2024 13F$2B----
Broadcom IncAVGO$1.5BAddQ4 2024 13F$2B$184.96$396.81
NVIDIA CorporationNVDA$1.5BAddQ4 2024 13F$1B$137.83$212.06
Lam Research CorporationLRCX$1.3BOtherQ4 2024 13F$1B$71.21$306.76
Alphabet IncGOOGL$1.3BAddQ4 2024 13F$1B$174.97$342.09
Apple IncAAPL$1.2BAddQ4 2024 13F$1B$235.68$325.89
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$3B24.1M sharesTrimQ4 2024 13F$995M$120.79--
Netflix, Inc.NFLX$856.5MAddQ4 2024 13F$856M$82.31$68.53
Salesforce, Inc. Common StockCRM$803.5MAddQ4 2024 13F$803M$319.14$172.68
Freeport-McMoRan Inc.FCX$-705.1MTrimQ4 2024 13F$705M$44.73$58.94
JPMorgan Chase & Co.JPM$632.2MAddQ4 2024 13F$632M$232.91$348.21
Taiwan Semiconductor Manufacturing Co LtdTSM$603.2MAddQ4 2024 13F$603M$193.53$424.61
Walmart IncWMT$559.9MAddQ4 2024 13F$560M$86.78$109.33
Morgan StanleyMS$535.2MAddQ4 2024 13F$535M$123.16$216.42
The Goldman Sachs Group IncGS$532.9MAddQ4 2024 13F$533M$557.79$1,072.80
Novo Nordisk A/SNVO$-496.9MTrimQ4 2024 13F$497M$108.14$49.74
iShares 7-10 Year Treasury Bond ETFIEF$463.3MAddQ4 2024 13F$463M$94.48$93.78
ASML Holding NVASML$-463.2MTrimQ4 2024 13F$463M$718.11$1,732.94
Visa IncV$448.8MAddQ4 2024 13F$449M$300.70$365.14
Eli Lilly and Company Common StockLLY$-438.9MTrimQ4 2024 13F$439M$828.01$1,163.08
Adobe IncADBE$-362.4MTrimQ4 2024 13F$362M$495.13$218.36
Booking Holdings IncBKNG$320.3MAddQ4 2024 13F$320M$192.21$179.83
iShares 7-10 Year Treasury Bond ETFIEF$2.2BAddQ3 2024 13F$2B$96.67$93.78
Apple IncAAPL$1.5BAddQ3 2024 13F$2B$223.32$325.89
iShares iBoxx $ Investment Grade Corporate Bond ETFLQD$-1.3BTrimQ3 2024 13F$1B$110.63$107.58
JPMorgan Chase & Co.JPM$962.3MAddQ3 2024 13F$962M$210.63$348.21
Ford Motor CoF$-839.8MTrimQ3 2024 13F$840M$11.44$14.03
The Walt Disney CompanyDIS$10M101.2k sharesTrimQ3 2024 13F$778M$92.01$96.22
Walmart IncWMT$764.2MAddQ3 2024 13F$764M$73.44$109.33
Home Depot, Inc. (The) Common StockHD$645.5MAddQ3 2024 13F$646M$364.74$331.45
Meta Platforms, Inc.META$4B6.6M sharesAddQ3 2024 13F$594M$514.55$627.17
Caterpillar, Inc. Common StockCAT$587.7MAddQ3 2024 13F$588M$345.34$861.78
Alphabet IncGOOGL$-587.3MTrimQ3 2024 13F$587M$167.74$342.09
ASML Holding NVASML$-571.1MTrimQ3 2024 13F$571M$894.00$1,732.94
Oracle CorporationORCL$566.5MAddQ3 2024 13F$566M$144.85$125.86
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$2B18.5M sharesAddQ3 2024 13F$469M$121.16--
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$2B1.9M sharesTrimQ3 2024 13F$454M$816.08--
Broadcom IncAVGO$420.5MAddQ3 2024 13F$420M$160.32$396.81
ConocoPhillips Common StockCOP$419.2MAddQ3 2024 13F$419M$109.83$114.49
Blackrock IncBLK$387.7MAddQ3 2024 13F$388M$865.46$1,063.03
The Goldman Sachs Group IncGS$331.4MAddQ3 2024 13F$331M$489.11$1,072.80
Novo Nordisk A/SNVO$-324.2MTrimQ3 2024 13F$324M$133.36$49.74
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$1B47.9M sharesAddQ3 2024 13F$310M$29.07--
Unitedhealth Group IncUNH$295.7MAddQ3 2024 13F$296M$565.61$431.31
American Express Company Common StockAXP$290.2MAddQ3 2024 13F$290M$249.00$348.74
The Procter & Gamble CoPG$289.2MAddQ3 2024 13F$289M$169.76$149.15
Salesforce, Inc. Common StockCRM$284.8MAddQ3 2024 13F$285M$256.15$172.68
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