Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
Holdings Activity Buys Sells    History
Holding/activity history for  State Street SPDR S&P 500 ETF Trust (SPY)
← All SPY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,768 0.03 Reduce 88.26% 0.27 $629.28–697.84 · VW $674.63i $2,450,481 SEC
2025   Q4 32,091 0.31 Add 618.40% 0.27 $650.85–691.66 · VW $676.55i $21,883,495 SEC
2025   Q3 4,467 0.04 Add 27.52% <0.01 $615.52–667.34 · VW $641.54i $2,975,826 SEC
2025   Q2 3,503 0.03 Reduce 16.63% <0.01 $481.80–619.22 · VW $568.28i $2,164,329 SEC
2025   Q1 4,202 0.03 Reduce 89.00% 0.23 $546.87–613.23 · VW $583.64i $2,350,557 SEC
2024   Q4 38,213 0.26 Add 466.87% 0.21 $565.27–609.07 · VW $585.58i $22,395,875 SEC
2024   Q3 6,741 0.04 Add 15.88% <0.01 $510.27–574.71 · VW $552.85i $3,867,716 SEC
2024   Q2 5,817 0.03 Reduce 2.25% <0.01 $493.86–550.28 · VW $518.84i $3,165,728 SEC
2024   Q1 5,951 0.03 Reduce 89.71% 0.23 $466.43–524.61 · VW $498.53i $3,112,790 SEC
2023   Q4 57,814 0.26 Add 609.29% 0.22 $409.21–477.55 · VW $443.53i $27,479,572 SEC
2023   Q3 8,151 0.03 Add 96.88% 0.01 $422.29–459.44 · VW $444.03i $3,484,389 SEC
2023   Q2 4,140 0.02 Add 19.48% <0.01 $403.74–444.30 · VW $421.05i $1,835,179 SEC
2023   Q1 3,465 0.01 Reduce 90.22% 0.13 $377.83–418.31 · VW $400.04i $1,418,536 SEC
2022   Q4 35,440 0.14 Add 1480.03% 0.13 $348.11–410.49 · VW $385.60i $13,553,319 SEC
2022   Q3 2,243 0.01 Add 113.82% <0.01 $357.04–431.73 · VW $391.67i $801,000 SEC
2022   Q2 1,049 <0.01 Add 112.35% <0.01 $362.17–457.83 · VW $406.52i $396,000 SEC
2022   Q1 494 <0.01 Reduce 78.02% <0.01 $410.64–479.98 · VW $442.96i $223,000 SEC
2021   Q4 2,248 0.01 Buy 0.01 $426.36–479.00 · VW $459.82i $1,068,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.01 $364.82–398.12 · VW $382.78i SEC
2020   Q4 2,056 0.01 Add 193.30% <0.01 $322.60–378.46 · VW $351.18i $769,000 SEC
2020   Q3 701 <0.01 Reduce 81.26% 0.02 $309.07–358.75 · VW $333.19i $235,000 SEC
2020   Q2 3,741 0.02 Reduce 43.03% 0.01 $243.90–323.41 · VW $292.36i $1,156,000 SEC
2020   Q1 6,567 0.03 Reduce 6.28% <0.01 $218.26–339.08 · VW $282.17i $1,693,000 SEC
2019   Q4 7,007 0.03 Add 374.41% 0.02 $284.82–323.80 · VW $308.41i $2,255,000 SEC
2019   Q3 1,477 0.01 Add 106.57% <0.01 $281.72–302.63 · VW $294.59i $438,000 SEC
2019   Q2 715 <0.01 $292.31 $209,000 SEC
2019   Q1 715 <0.01 Reduce 94.33% 0.04 $243.67–285.18 · VW $271.43i $202,000 SEC
2018   Q4 12,603 0.04 Add 1569.27% 0.04 $233.76–293.21 · VW $266.69i $3,150,000 SEC
2018   Q3 755 <0.01 $290.07 $219,000 SEC
2018   Q2 755 <0.01 Reduce 66.25% <0.01 $254.67–279.48 · VW $267.86i $205,000 SEC
2018   Q1 2,237 0.01 Reduce 48.47% <0.01 $252.92–286.63 · VW $271.13i $589,000 SEC
2017   Q4 4,341 0.01 Buy 0.01 $251.29–268.60 · VW $261.43i $1,158,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.02 $223.88–240.32 · VW $232.46i SEC
2016   Q4 10,380 0.02 Buy 0.02 $208.38–228.34 · VW $218.03i $2,320,000 SEC
2016   Q1 0 0.00 Sell 100.00% <0.01 $181.02–206.87 · VW $194.25i SEC
2015   Q4 3,095 <0.01 Buy <0.01 $189.12–211.66 · VW $204.64i $631,000 SEC
2015   Q1 0 0.00 Sell 100.00% <0.01 $197.86–212.24 · VW $204.99i SEC
2014   Q4 3,705 <0.01 Buy <0.01 $181.92–212.97 · VW $200.63i $762,000 SEC
2014   Q1 0 0.00 Sell 100.00% <0.01 $173.71–189.02 · VW $183.01i SEC
2013   Q4 1,870 <0.01 Buy <0.01 $164.53–184.69 · VW $177.44i $345,000 SEC
2012   Q1 0 0.00 Sell 100.00% 0.01 $126.43–141.83 · VW $135.13i SEC
2011   Q4 14,375 0.01 Buy 0.01 $107.43–129.42 · VW $122.49i $1,804,000 SEC
Price snapshot:
Current price$749.17
Avg. buy price$668.96
+/- since buy11.99%
52-week low$611.28
52-week high$758.45