Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Adobe Inc. (ADBE)
← All ADBE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 33,832 0.16 Reduce 2.21% <0.01 $224.13–299.38 · VW $256.54i $8,223,883 SEC
2025   Q4 34,597 0.19 Reduce 21.36% 0.04 $284.60–362.71 · VW $313.52i $12,108,604 SEC
2025   Q3 43,992 0.19 $352.75 $15,518,178 SEC
2025   Q2 43,992 0.20 $386.88 $17,019,625 SEC
2025   Q1 43,992 0.19 $383.53 $16,872,252 SEC
2024   Q4 43,992 0.18 $444.68 $19,562,363 SEC
2024   Q3 43,992 0.19 Reduce 0.38% <0.01 $477.38–587.75 · VW $514.40i $22,778,178 SEC
2024   Q2 44,162 0.20 $555.54 $24,533,757 SEC
2024   Q1 44,162 0.17 Reduce 0.05% <0.01 $462.28–638.25 · VW $521.12i $22,284,145 SEC
2023   Q4 44,182 0.20 Reduce 1.64% <0.01 $534.00–636.25 · VW $596.01i $26,358,981 SEC
2023   Q3 44,917 0.18 Reduce 0.25% <0.01 $498.70–574.40 · VW $535.05i $22,903,178 SEC
2023   Q2 45,029 0.16 $488.99 $22,018,731 SEC
2023   Q1 45,029 0.14 Reduce 0.36% <0.01 $318.60–402.49 · VW $366.22i $17,196,575 SEC
2022   Q4 45,191 0.12 Add 0.50% <0.01 $278.23–373.42 · VW $340.66i $15,208,127 SEC
2022   Q3 44,967 0.11 $275.20 $12,375,000 SEC
2022   Q2 44,967 0.14 Reduce 0.01% $338.00–441.90 · VW $396.67i $16,461,000 SEC
2022   Q1 44,972 0.15 Reduce 1.09% <0.01 $394.64–540.46 · VW $443.68i $20,490,000 SEC
2021   Q4 45,467 0.18 Reduce 0.22% <0.01 $480.62–699.54 · VW $571.49i $25,783,000 SEC
2021   Q3 45,567 0.21 $575.72 $26,234,000 SEC
2021   Q2 45,567 0.20 Reduce 0.44% <0.01 $468.50–631.64 · VW $573.92i $26,686,000 SEC
2021   Q1 45,767 0.17 Reduce 1.38% <0.01 $420.78–525.44 · VW $484.85i $21,756,000 SEC
2020   Q4 46,407 0.19 Reduce 0.53% <0.01 $438.94–506.92 · VW $468.21i $23,209,000 SEC
2020   Q3 46,652 0.20 Reduce 6.55% 0.01 $431.59–536.88 · VW $471.86i $22,880,000 SEC
2020   Q2 49,922 0.21 $435.32 $21,732,000 SEC
2020   Q1 49,922 0.18 Reduce 5.17% <0.01 $255.13–386.75 · VW $331.84i $15,887,000 SEC
2019   Q4 52,642 0.17 Reduce 0.08% <0.01 $276.05–356.82 · VW $328.00i $17,362,000 SEC
2019   Q3 52,682 0.16 Reduce 0.81% <0.01 $259.57–304.99 · VW $280.83i $14,553,000 SEC
2019   Q2 53,111 0.18 Reduce 0.48% <0.01 $257.46–313.11 · VW $289.81i $15,649,000 SEC
2019   Q1 53,369 0.17 Reduce 2.52% <0.01 $246.10–291.71 · VW $275.69i $14,222,000 SEC
2018   Q4 54,749 0.18 Reduce 6.28% 0.01 $204.95–260.72 · VW $237.83i $12,386,000 SEC
2018   Q3 58,419 0.20 Reduce 6.97% 0.01 $231.70–277.61 · VW $251.69i $15,770,000 SEC
2018   Q2 62,799 0.21 Reduce 0.94% <0.01 $218.74–263.83 · VW $242.42i $15,311,000 SEC
2018   Q1 63,394 0.18 Reduce 0.24% <0.01 $179.34–233.17 · VW $211.37i $13,698,000 SEC
2017   Q4 63,549 0.14 Reduce 0.63% <0.01 $165.68–204.45 · VW $189.96i $11,136,000 SEC
2017   Q3 63,949 0.13 Reduce 1.11% <0.01 $143.95–177.58 · VW $165.56i $9,540,000 SEC
2017   Q2 64,670 0.13 Reduce 3.22% <0.01 $130.82–150.40 · VW $142.57i $9,147,000 SEC
2017   Q1 66,825 0.12 Reduce 2.62% <0.01 $112.27–134.25 · VW $126.75i $8,696,000 SEC
2016   Q4 68,625 0.10 Reduce 1.22% <0.01 $98.00–114.57 · VW $108.65i $7,065,000 SEC
2016   Q3 69,475 0.11 Reduce 2.32% <0.01 $95.42–111.09 · VW $104.67i $7,541,000 SEC
2016   Q2 71,125 0.11 Reduce 7.99% <0.01 $90.35–100.56 · VW $96.26i $6,813,000 SEC
2016   Q1 77,305 0.12 Reduce 2.52% <0.01 $71.27–98.00 · VW $87.83i $7,251,000 SEC
2015   Q4 79,305 0.12 $93.94 $7,450,000 SEC
2015   Q3 79,305 0.11 Reduce 5.71% <0.01 $71.33–89.70 · VW $83.23i $6,520,000 SEC
2015   Q2 84,105 0.11 Reduce 2.44% <0.01 $73.96–84.36 · VW $80.10i $6,813,000 SEC
2015   Q1 86,205 0.10 Reduce 6.73% <0.01 $69.04–80.30 · VW $75.13i $6,374,000 SEC
2014   Q4 92,430 0.10 Reduce 1.07% <0.01 $68.98–77.56 · VW $72.22i $6,720,000 SEC
2014   Q3 93,430 0.10 Reduce 13.43% 0.02 $58.51–73.58 · VW $67.40i $6,464,000 SEC
2014   Q2 107,930 0.12 Reduce 0.55% <0.01 $57.15–74.69 · VW $67.03i $7,810,000 SEC
2014   Q1 108,530 0.10 Reduce 6.79% <0.01 $57.32–71.11 · VW $63.37i $7,135,000 SEC
2013   Q4 116,430 0.10 Reduce 93.51% 1.35 $53.10–61.98 · VW $58.09i $6,972,000 SEC
2013   Q3 1,794,761 1.44 Reduce 26.90% 0.49 $44.70–55.12 · VW $51.35i $93,220,000 SEC
2013   Q2 2,455,337 1.83 Reduce 25.53% 0.61 $41.91–48.63 · VW $45.94i $111,865,000 SEC
2013   Q1 3,297,261 2.40 Reduce 23.17% 0.70 $37.66–45.59 · VW $42.78i $143,463,000 SEC
2012   Q4 4,291,909 3.02 Reduce 27.78% 0.96 $32.14–38.78 · VW $36.25i $161,719,000 SEC
2012   Q3 5,943,006 3.46 Reduce 5.70% 0.21 $30.25–34.55 · VW $32.94i $192,909,000 SEC
2012   Q2 6,302,326 3.72 Add 0.18% <0.01 $29.52–34.09 · VW $31.50i $204,006,000 SEC
2012   Q1 6,291,267 3.73 Reduce 0.91% 0.03 $31.09–34.78 · VW $33.14i $215,853,000 SEC
2011   Q4 6,349,297 3.37 Reduce 25.18% 0.53 $25.72–31.77 · VW $29.48i $179,494,000 SEC
2011   Q3 8,486,162 2.10 Reduce 0.43% 0.02 $22.67–29.72 · VW $27.27i $205,110,000 SEC
2011   Q2 8,522,592 4.67 Add 7.15% 0.31 $27.63–35.99 · VW $30.44i $268,035,000 SEC
2011   Q1 7,953,823 4.83 Add 11.53% 0.50 $30.76–35.84 · VW $33.38i $263,748,000 SEC
2010   Q4 7,131,853 4.57 Add 8.71% 0.37 $27.49–34.30 · VW $31.61i $219,518,000 SEC
2010   Q3 6,560,355 2.12 Add 31.84% 0.51 $25.45–33.68 · VW $29.09i $171,553,000 SEC
2010   Q2 4,975,895 1.86 Add 106.95% 0.96 $26.01–35.40 · VW $30.04i $131,513,000 SEC
2010   Q1 2,404,420 1.18 Add 0.05% <0.01 $31.28–37.30 · VW $34.06i $85,044,000 SEC
2009   Q4 2,403,305 2.80 Add 0.03% <0.01 $32.17–38.20 · VW $34.22i $88,394,000 SEC
2009   Q3 2,402,505 1.43 Reduce 12.97% 0.21 $30.70–35.95 · VW $33.20i $79,379,000 SEC
2009   Q2 2,760,615 1.64 Reduce 6.05% 0.09 $24.78–33.34 · VW $30.18i $78,125,000 SEC
2009   Q1 2,938,275 1.48 Add 10.04% 0.13 $15.70–27.71 · VW $23.59i $62,850,000 SEC
2008   Q4 2,670,155 1.20 Add 60.66% 0.45 $18.70–29.28 · VW $22.43i $56,848,000 SEC
2008   Q3 1,661,965 1.10 Add 2.45% 0.03 $22.83–46.44 · VW $31.97i $65,598,000 SEC
2008   Q2 1,622,220 1.23 Add 1.34% 0.02 $37.75–44.66 · VW $41.25i $63,899,000 SEC
2008   Q1 1,600,820 1.03 Add 3016.13% 1.00 $30.70–38.10 · VW $35.36i $56,973,000 SEC
2007   Q4 51,372 0.04 Add 1.99% <0.01 $32.61–48.27 · VW $38.60i $2,195,000 SEC
2007   Q3 50,372 0.04 Reduce 0.79% <0.01 $38.54–48.47 · VW $44.97i $2,199,000 SEC
2007   Q2 50,772 0.04 Add 0.99% <0.01 $39.25–44.92 · VW $41.49i $2,038,000 SEC
2007   Q1 50,272 0.04 Reduce 0.49% <0.01 $37.45–43.95 · VW $40.99i $2,096,000 SEC
2006   Q4 50,522 0.08 Reduce 2.32% <0.01 $37.20–43.22 · VW $39.76i $2,077,000 SEC
2006   Q3 51,722 0.08 Reduce 2.27% <0.01 $28.00–39.61 · VW $35.29i $1,937,000 SEC
2006   Q2 52,922 0.07 Reduce 1.40% <0.01 $25.98–39.21 · VW $31.23i $1,607,000 SEC
2006   Q1 53,672 0.08 $34.92 $1,874,000 SEC
2005   Q4 53,672 0.07 Add 1.13% <0.01 $31.80–40.85 · VW $37.46i $1,984,000 SEC
2005   Q3 53,072 0.05 $29.85 $1,584,000 SEC
2005   Q2 53,072 0.05 Reduce 1.12% <0.01 $26.25–33.44 · VW $29.78i $1,519,000 SEC
2005   Q1 53,672 0.06 Add 1.32% <0.01 $26.57–34.47 · VW $30.26i $1,803,000 SEC
2004   Q4 52,972 0.06 $31.38 $1,662,000 SEC
2004   Q3 52,972 0.05 $24.73 $1,310,000 SEC
2004   Q2 52,972 0.05 Reduce 2.93% <0.01 $19.66–23.68 · VW $21.48i $1,232,000 SEC
2004   Q1 54,572 0.05 Reduce 49.17% 0.05 $17.15–21.89 · VW $19.93i $1,072,000 SEC
2003   Q4 107,372 0.11 Reduce 3.59% <0.01 $17.89–23.19 · VW $20.08i $2,110,000 SEC
2003   Q3 111,372 0.13 Add 45.55% 0.04 $15.64–22.50 · VW $20.01i $2,193,000 SEC
2003   Q2 76,516 0.08 Reduce 2.37% <0.01 $15.23–20.00 · VW $17.20i $1,224,000 SEC
2003   Q1 78,372 0.11 Reduce 38.18% 0.06 $12.82–18.06 · VW $16.05i $1,208,888 SEC
2002   Q4 126,772 0.15 Reduce 21.95% 0.06 $11.53–15.54 · VW $13.43i $1,572,000 SEC
2002   Q3 162,422 0.26 Reduce 59.09% 0.64 $8.24–12.82 · VW $10.96i $1,551,130,000 SEC
2002   Q2 397,022 1.09 Reduce 1.00% 0.02 $11.52–21.66 · VW $15.05i $5,655,578,000 SEC
2002   Q1 401,022 2.16 Add 3.14% 0.07 $16.51–20.68 · VW $19.06i $8,080,593,000 SEC
2001   Q4 388,822 2.82 Add 99.89% 1.41 $13.10–19.60 · VW $16.52i $6,036,462,000 SEC
2001   Q3 194,522 1.61 Add 52.24% 0.55 $11.10–19.77 · VW $14.69i $2,329,401,000 SEC
2001   Q2 127,772 2.00 Add 18.17% 0.31 $18.73–24.07 · VW $20.51i $3,002,642,000 SEC
2001   Q1 108,122 1.45 Add 23.19% 0.27 $12.28–24.40 · VW $19.71i $1,891,054,000 SEC
2000   Q4 87,772 1.75 Reduce 7.97% 0.21 $21.19–43.66 · VW $28.90i $2,553,726,000 SEC
2000   Q3 95,372 2.67 Buy 2.67 $27.00–42.55 · VW $35.86i $3,701,626,000 SEC
Price snapshot:
Current price$230.61
Avg. buy price$95.76
+/- since buy140.83%
52-week low$190.12
52-week high$376.16