Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Analog Devices (ADI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,723,135 7.83 Reduce 8.09% 0.55 $318.14 $548,198,169 SEC
2025   Q4 1,874,867 6.82 Reduce 6.03% 0.41 $271.20 $508,463,930 SEC
2025   Q3 1,995,126 6.88 Reduce 4.31% 0.31 $245.70 $490,202,458 SEC
2025   Q2 2,085,045 7.21 Reduce 0.97% 0.07 $238.02 $496,282,411 SEC
2025   Q1 2,105,456 6.87 Reduce 0.25% 0.02 $201.67 $424,607,312 SEC
2024   Q4 2,110,767 6.46 Add 0.36% 0.02 $212.46 $448,453,557 SEC
2024   Q3 2,103,118 6.85 Reduce 2.18% 0.15 $230.17 $484,074,670 SEC
2024   Q2 2,150,042 6.76 Add 0.46% 0.03 $228.26 $490,768,587 SEC
2024   Q1 2,140,120 6.05 Reduce 0.18% 0.01 $197.79 $423,294,335 SEC
2023   Q4 2,144,002 6.50 Add 0.72% 0.05 $198.56 $425,713,037 SEC
2023   Q3 2,128,747 5.96 Reduce 4.85% 0.31 $175.09 $372,722,312 SEC
2023   Q2 2,237,280 6.48 Reduce 2.28% 0.16 $194.81 $435,844,517 SEC
2023   Q1 2,289,549 7.14 Reduce 3.08% 0.19 $197.22 $451,544,854 SEC
2022   Q4 2,362,327 6.07 Reduce 2.86% 0.16 $164.03 $387,492,498 SEC
2022   Q3 2,431,891 5.46 Add 0.47% 0.03 $139.34 $338,860,000 SEC
2022   Q2 2,420,424 5.28 Reduce 1.22% 0.06 $146.09 $353,600,000 SEC
2022   Q1 2,450,281 5.21 Add 1.31% 0.07 $165.18 $404,737,000 SEC
2021   Q4 2,418,679 5.28 Reduce 3.55% 0.19 $175.77 $425,131,000 SEC
2021   Q3 2,507,661 5.46 Add 1.33% 0.07 $167.48 $419,983,000 SEC
2021   Q2 2,474,818 5.35 Reduce 0.05% <0.01 $172.16 $426,065,000 SEC
2021   Q1 2,476,143 5.22 Reduce 6.61% 0.33 $155.08 $384,000,000 SEC
2020   Q4 2,651,430 5.05 Reduce 11.52% 0.56 $147.73 $391,696,000 SEC
2020   Q3 2,996,622 4.82 Reduce 2.39% 0.12 $116.74 $349,826,000 SEC
2020   Q2 3,070,121 5.02 Reduce 21.63% 1.06 $122.64 $376,520,000 SEC
2020   Q1 3,917,342 4.91 Reduce 0.78% 0.03 $89.65 $351,190,000 SEC
2019   Q4 3,948,290 4.42 Reduce 1.66% 0.07 $118.84 $469,215,000 SEC
2019   Q3 4,014,862 4.19 Reduce 5.83% 0.25 $111.73 $448,581,000 SEC
2019   Q2 4,263,280 4.22 Reduce 3.72% 0.15 $112.87 $481,196,000 SEC
2019   Q1 4,427,970 4.10 Reduce 0.33% 0.01 $105.27 $466,132,000 SEC
2018   Q4 4,442,440 3.64 Add 3.00% 0.11 $85.83 $381,295,000 SEC
2018   Q3 4,312,925 2.90 Reduce 0.35% 0.01 $92.46 $398,773,000 SEC
2018   Q2 4,328,204 2.99 Reduce 0.94% 0.03 $95.92 $415,161,000 SEC
2018   Q1 4,369,161 3.14 Add 7.39% 0.22 $91.13 $398,162,000 SEC
2017   Q4 4,068,640 2.82 Add 0.91% 0.03 $89.03 $362,231,000 SEC
2017   Q3 4,032,060 2.78 Reduce 1.38% 0.03 $86.17 $347,443,000 SEC
2017   Q2 4,088,680 2.52 Add 1.45% 0.04 $77.80 $318,099,000 SEC
2017   Q1 4,030,130 2.78 Reduce 15.60% 0.45 $81.95 $330,269,000 SEC
2016   Q4 4,774,970 2.90 Add 0.39% 0.01 $72.62 $346,758,000 SEC
2016   Q3 4,756,330 2.66 Add 0.87% 0.02 $64.45 $306,545,000 SEC
2016   Q2 4,715,280 2.35 Add 12.66% 0.26 $56.64 $267,073,000 SEC
2016   Q1 4,185,370 2.34 Add 0.39% <0.01 $59.19 $247,732,000 SEC
2015   Q4 4,169,080 2.14 Add 2.07% 0.04 $55.32 $230,634,000 SEC
2015   Q3 4,084,450 2.05 Add 6.82% 0.13 $56.41 $230,404,000 SEC
2015   Q2 3,823,500 2.04 Add 0.57% 0.01 $64.18 $245,411,000 SEC
2015   Q1 3,802,000 2.02 Add 0.52% 0.01 $63.00 $239,526,000 SEC
2014   Q4 3,782,400 1.70 Reduce 0.08% <0.01 $55.52 $209,999,000 SEC
2014   Q3 3,785,400 1.60 Add 1.03% 0.02 $49.49 $187,340,000 SEC
2014   Q2 3,746,900 1.70 Add 0.40% <0.01 $54.07 $202,595,000 SEC
2014   Q1 3,731,900 1.79 Add 0.38% <0.01 $53.14 $198,313,000 SEC
2013   Q4 3,717,800 1.84 Add 0.16% <0.01 $50.93 $189,347,000 SEC
2013   Q3 3,711,800 1.87 Add 0.28% <0.01 $47.05 $174,640,000 SEC
2013   Q2 3,701,400 1.84 Add 0.72% 0.01 $45.06 $166,785,000 SEC
2013   Q1 3,674,800 1.92 $46.49 $170,842,000 SEC
2012   Q4 3,674,800 1.94 Add 1.60% 0.03 $42.06 $154,562,000 SEC
2012   Q3 3,617,100 1.81 Add 25.12% 0.36 $39.19 $141,754,000 SEC
2012   Q2 2,891,000 1.43 Add 428.91% 1.16 $37.67 $108,904,000 SEC
2012   Q1 546,600 0.32 Add 0.94% <0.01 $40.40 $22,083,000 SEC
2011   Q4 541,500 0.30 $35.78 $19,374,000 SEC
2011   Q3 541,500 0.31 Buy 0.31 $31.25 $16,921,000 SEC