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
NVIDIA CorporationNVDA$3.3BAddQ2 2024 13F$3B$101.10$212.06
Apple IncAAPL$2.5BAddQ2 2024 13F$3B$186.49$325.89
Alphabet IncGOOGL$1.9BAddQ2 2024 13F$2B$168.57$342.09
iShares MBS ETFMBB$1.5BAddQ2 2024 13F$1B--$93.83
Canadian Natural Resources Limited Common StockCNQ$1.5BAddQ2 2024 13F$1B--$44.02
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$4B23.2M sharesTrimQ2 2024 13F$1B$162.21--
Microsoft CorpMSFT$1.3BAddQ2 2024 13F$1B$422.32$390.34
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$117M4M sharesTrimQ2 2024 13F$1B$28.87--
Taiwan Semiconductor Manufacturing Co LtdTSM$990.9MAddQ2 2024 13F$991M$151.69$424.61
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$2B17.6M sharesAddQ2 2024 13F$841M$100.39--
Amazon.com IncAMZN$8B43.8M sharesAddQ2 2024 13F$782M$183.70$244.85
Eli Lilly and Company Common StockLLY$775.3MAddQ2 2024 13F$775M$799.92$1,163.08
Broadcom IncAVGO$746.2MAddQ2 2024 13F$746M$140.14$396.81
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$168M1.9M sharesTrimQ2 2024 13F$705M$86.90--
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$228M874.2k sharesTrimQ2 2024 13F$513M$260.70--
Vanguard Intermediate-Term Corporate Bond ETFVCIT$511.1MAddQ2 2024 13F$511M--$81.93
Walmart IncWMT$485.3MAddQ2 2024 13F$485M$62.97$109.33
Meta Platforms, Inc.META$3B6.3M sharesAddQ2 2024 13F$422M$486.09$627.17
Costco Wholesale CorporationCOST$416.1MAddQ2 2024 13F$416M$780.33$927.31
Netflix, Inc.NFLX$399.1MAddQ2 2024 13F$399M$62.46$68.53
Adobe IncADBE$369.5MAddQ2 2024 13F$370M$484.22$218.36
Intuit IncINTU$325.4MAddQ2 2024 13F$325M$620.28$289.92
The Goldman Sachs Group IncGS$296.8MAddQ2 2024 13F$297M$438.80$1,072.80
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$86M149.3k sharesTrimQ2 2024 13F$279M$576.59--
Home Depot, Inc. (The) Common StockHD$-271.5MTrimQ2 2024 13F$271M$341.12$331.45
NVIDIA CorporationNVDA$3.8BAddQ1 2024 13F$4B$72.48$212.06
Exxon Mobil Corp (2)XOM$3B26.4M sharesAddQ1 2024 13F$2B$104.63$154.45
Chevron Corporation Common StockCVX$1.5BAddQ1 2024 13F$2B$150.90$192.98
Microsoft CorpMSFT$1.4BAddQ1 2024 13F$1B$404.82$390.34
Amazon.com IncAMZN$8B42.6M sharesAddQ1 2024 13F$1B$166.93$244.85
The Procter & Gamble CoPG$1.1BAddQ1 2024 13F$1B$156.83$149.15
Walmart IncWMT$1.1BAddQ1 2024 13F$1B$57.22$109.33
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$5B28.9M sharesAddQ1 2024 13F$1B$180.49--
Eli Lilly and Company Common StockLLY$1.0BAddQ1 2024 13F$1B$711.67$1,163.08
iShares Broad USD High Yield Corporate Bond ETFUSHY$-972.3MTrimQ1 2024 13F$972M$36.34$36.92
Apple IncAAPL$-948.9MTrimQ1 2024 13F$949M$181.83$325.89
iShares 7-10 Year Treasury Bond ETFIEF$914.4MAddQ1 2024 13F$914M$94.77$93.78
Meta Platforms, Inc.META$3B5.6M sharesAddQ1 2024 13F$814M$446.07$627.17
ASML Holding NVASML$-752.4MTrimQ1 2024 13F$752M$887.02$1,732.94
Vanguard Intermediate-Term Corporate Bond ETFVCIT$730.6MAddQ1 2024 13F$731M--$81.93
Taiwan Semiconductor Manufacturing Co LtdTSM$716.3MAddQ1 2024 13F$716M$124.20$424.61
Alphabet IncGOOGL$680.9MAddQ1 2024 13F$681M$143.05$342.09
Salesforce, Inc. Common StockCRM$-657.1MTrimQ1 2024 13F$657M$288.53$172.68
Caterpillar, Inc. Common StockCAT$650.2MAddQ1 2024 13F$650M$319.61$861.78
Netflix, Inc.NFLX$538.2MAddQ1 2024 13F$538M$56.38$68.53
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$2B1.9M sharesTrimQ1 2024 13F$516M$971.57--
Broadcom IncAVGO$497.0MAddQ1 2024 13F$497M$123.90$396.81
Toyota Motor CorporationTM$2B6.4M sharesAddQ1 2024 13F$469M$251.68$180.34
JPMorgan Chase & Co.JPM$440.9MAddQ1 2024 13F$441M$180.44$348.21
Adobe IncADBE$-438.4MTrimQ1 2024 13F$438M$573.19$218.36
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