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  TE Connectivity plc (TEL)
← All TEL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,650,857 4.93 Reduce 7.25% 0.39 $191.12–245.00 · VW $220.93i $345,062,130 SEC
2025   Q4 1,779,970 5.43 Reduce 16.01% 1.05 $212.32–250.67 · VW $232.66i $404,960,975 SEC
2025   Q3 2,119,163 6.53 Reduce 20.23% 1.32 $167.37–221.00 · VW $203.74i $465,219,853 SEC
2025   Q2 2,656,748 6.51 Reduce 0.99% 0.06 $116.30–170.23 · VW $150.77i $448,113,685 SEC
2025   Q1 2,683,212 6.13 Add 0.78% 0.05 $138.24–156.98 · VW $147.84i $379,191,520 SEC
2024   Q4 2,662,439 5.48 Reduce 2.76% 0.16 $141.52–156.90 · VW $148.50i $380,648,904 SEC
2024   Q3 2,738,006 5.85 Reduce 1.51% 0.09 $140.60–159.98 · VW $151.06i $413,411,526 SEC
2024   Q2 2,780,083 5.76 Add 0.13% <0.01 $137.61–153.54 · VW $145.67i $418,207,886 SEC
2024   Q1 2,776,505 5.76 Add 0.37% 0.02 $128.52–146.84 · VW $141.54i $403,259,586 SEC
2023   Q4 2,766,338 5.94 Add 1.39% 0.08 $115.00–143.81 · VW $127.40i $388,670,489 SEC
2023   Q3 2,728,516 5.39 Reduce 1.01% 0.06 $119.64–146.60 · VW $134.25i $337,053,582 SEC
2023   Q2 2,756,396 5.74 Reduce 1.89% 0.11 $118.12–140.84 · VW $126.91i $386,336,463 SEC
2023   Q1 2,809,381 5.82 Reduce 0.53% 0.03 $113.46–135.05 · VW $126.52i $368,450,318 SEC
2022   Q4 2,824,321 5.08 Reduce 0.97% 0.05 $104.76–128.61 · VW $119.31i $324,232,051 SEC
2022   Q3 2,851,976 5.07 Add 0.65% 0.03 $107.12–138.24 · VW $123.98i $314,744,000 SEC
2022   Q2 2,833,669 4.79 Add 2.78% 0.13 $110.11–132.97 · VW $123.88i $320,630,000 SEC
2022   Q1 2,756,911 4.65 Reduce 1.76% 0.10 $125.48–165.81 · VW $139.78i $361,100,000 SEC
2021   Q4 2,806,366 5.62 Add 1.83% 0.10 $137.50–166.44 · VW $152.50i $452,779,000 SEC
2021   Q3 2,756,051 4.92 Reduce 6.05% 0.30 $130.72–153.54 · VW $144.56i $378,185,000 SEC
2021   Q2 2,933,402 4.98 Reduce 0.24% 0.01 $127.54–139.58 · VW $134.15i $396,625,000 SEC
2021   Q1 2,940,319 5.16 Reduce 5.95% 0.29 $116.87–136.01 · VW $126.97i $379,625,000 SEC
2020   Q4 3,126,352 4.88 Reduce 10.92% 0.52 $94.16–121.23 · VW $109.57i $378,507,000 SEC
2020   Q3 3,509,514 4.73 Reduce 11.67% 0.50 $78.16–103.20 · VW $92.43i $343,020,000 SEC
2020   Q2 3,973,175 4.32 Reduce 6.86% 0.26 $57.53–92.91 · VW $76.95i $324,012,000 SEC
2020   Q1 4,265,700 3.75 Add 12.79% 0.43 $48.62–101.00 · VW $78.68i $268,654,000 SEC
2019   Q4 3,782,108 3.41 Add 1.31% 0.04 $85.02–96.12 · VW $91.93i $362,477,000 SEC
2019   Q3 3,733,335 3.25 Reduce 7.80% 0.27 $86.55–97.99 · VW $91.93i $347,872,000 SEC
2019   Q2 4,049,170 3.40 Reduce 8.33% 0.26 $82.03–96.78 · VW $90.48i $387,830,000 SEC
2019   Q1 4,417,205 3.14 Reduce 0.61% 0.02 $72.24–84.43 · VW $80.30i $356,689,000 SEC
2018   Q4 4,444,171 3.21 Add 0.59% 0.02 $69.84–87.78 · VW $77.06i $336,113,000 SEC
2018   Q3 4,418,043 2.82 Reduce 10.97% 0.35 $87.37–95.79 · VW $91.64i $388,479,000 SEC
2018   Q2 4,962,690 3.22 Reduce 0.68% 0.03 $88.71–102.65 · VW $93.88i $446,940,000 SEC
2018   Q1 4,996,774 3.94 Reduce 12.71% 0.54 $92.48–108.23 · VW $101.02i $499,178,000 SEC
2017   Q4 5,724,280 4.24 Add 0.74% 0.03 $82.97–97.17 · VW $92.59i $544,036,000 SEC
2017   Q3 5,682,480 3.77 Reduce 1.41% 0.05 $77.15–85.20 · VW $80.63i $471,987,000 SEC
2017   Q2 5,763,830 3.59 Add 1.41% 0.05 $71.93–80.70 · VW $77.48i $453,498,000 SEC
2017   Q1 5,683,860 3.57 Reduce 9.45% 0.34 $66.20–76.77 · VW $73.96i $423,732,000 SEC
2016   Q4 6,276,860 3.64 Reduce 6.29% 0.24 $60.59–71.87 · VW $66.31i $434,861,000 SEC
2016   Q3 6,698,190 3.74 Reduce 3.03% 0.11 $54.78–64.86 · VW $61.35i $431,229,000 SEC
2016   Q2 6,907,710 3.47 Add 5.39% 0.18 $54.54–63.95 · VW $59.35i $394,499,000 SEC
2016   Q1 6,554,410 3.83 Reduce 9.73% 0.42 $51.70–63.79 · VW $57.91i $405,849,000 SEC
2015   Q4 7,261,050 4.34 Add 2.13% 0.09 $58.57–67.99 · VW $64.54i $469,136,000 SEC
2015   Q3 7,109,410 3.78 Add 5.49% 0.20 $54.32–64.98 · VW $60.45i $425,783,000 SEC
2015   Q2 6,739,400 3.60 Add 1.21% 0.04 $63.51–71.70 · VW $67.56i $433,343,000 SEC
2015   Q1 6,659,100 4.03 Add 0.46% 0.02 $60.54–73.73 · VW $68.93i $476,925,000 SEC
2014   Q4 6,628,300 3.40 Add 113.21% 1.81 $51.03–65.21 · VW $60.29i $419,240,000 SEC
2014   Q3 3,108,800 1.47 Add 68.13% 0.60 $54.55–65.01 · VW $60.80i $171,885,000 SEC
2014   Q2 1,849,000 0.96 Add 4.88% 0.04 $56.28–62.63 · VW $59.82i $114,342,000 SEC
2014   Q1 1,763,000 0.96 Add 28.45% 0.21 $54.16–61.14 · VW $57.85i $106,150,000 SEC
2013   Q4 1,372,500 0.73 Add 72.71% 0.31 $49.22–55.81 · VW $52.79i $75,638,000 SEC
2013   Q3 794,700 0.44 Add 0.20% <0.01 $45.77–54.19 · VW $50.25i $41,150,000 SEC
2013   Q2 793,100 0.40 Add 0.93% <0.01 $38.75–46.89 · VW $43.87i $36,118,000 SEC
2013   Q1 785,800 0.37 $41.93 $32,949,000 SEC
2012   Q4 785,800 0.37 Buy 0.37 $31.74–38.00 · VW $34.57i $29,169,000 SEC
Price snapshot:
Current price$198.18
Avg. buy price$65.20
+/- since buy203.96%
52-week low$171.73
52-week high$251.59