Institutions / Zacks Investment Management / Activity
Activity — Zacks Investment Management
793 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Delta Air Lines, Inc. Common stock | $71.73M | +1.1M | 1,078,952 0.58% of portfolio | high |
| Q1 2026 as of | Trim | Norfolk Southern Corp Common stock | $-58.08M | -202K -98.77% | 2,515 <0.01% of portfolio | high |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-52.54M | -179K -16.36% | 912,899 2.15% of portfolio | high |
| Q1 2026 as of | Trim | 464287598 Common stock | $-46.26M | -217K -71.20% | 87,581 0.15% of portfolio | medium |
| Q1 2026 as of | New | BALL Corp Common stock | $44.63M | +755K | 754,966 0.36% of portfolio | medium |
| Q1 2026 as of | Trim | PENTAIR plc Common stock | $-42.06M | -483K -99.44% | 2,719 <0.01% of portfolio | medium |
| Q1 2026 as of | Add | Apple Inc. Common stock | $35.73M | +141K +8.91% | 1,720,858 3.50% of portfolio | medium |
| Q1 2026 as of | Trim | Ameriprise Financial Inc Common stock | $-32.29M | -73K -96.68% | 2,495 <0.01% of portfolio | medium |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $32.04M | +87K +8.51% | 1,103,632 3.28% of portfolio | medium |
| Q1 2026 as of | Add | Morgan Stanley Common stock | $30.57M | +186K +263.98% | 256,101 0.34% of portfolio | medium |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $28.97M | +133K +19.52% | 815,533 1.42% of portfolio | medium |
| Q1 2026 as of | Add | AT&T Inc. Common stock | $27.01M | +932K +36.12% | 3,511,241 0.82% of portfolio | medium |
| Q1 2026 as of | New | Ulta Beauty, Inc. Common stock | $25.95M | +50K | 49,653 0.21% of portfolio | medium |
| Q1 2026 as of | New | Halliburton Co Common stock | $22.60M | +580K | 579,565 0.18% of portfolio | medium |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-18.42M | -32K -7.18% | 416,169 1.91% of portfolio | medium |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-18.22M | -92K -43.60% | 118,896 0.19% of portfolio | medium |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-18.01M | -42K -96.71% | 1,417 <0.01% of portfolio | medium |
| Q1 2026 as of | Exit | Zscaler, Inc. Common stock | $-16.87M | -75K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Armstrong World Industries Inc Common stock | $-15.50M | -81K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | 464288687 Common stock | $-14.24M | -470K -70.91% | 192,692 0.05% of portfolio | medium |
| Q1 2026 as of | Exit | 98888G881 Common stock | $-13.97M | -527K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $13.68M | +40K +29.64% | 175,019 0.48% of portfolio | medium |
| Q1 2026 as of | Trim | MongoDB, Inc. Common stock | $-13.11M | -54K -85.06% | 9,406 0.02% of portfolio | medium |
| Q1 2026 as of | Exit | UiPath, Inc. Common stock | $-12.88M | -786K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-12.84M | -125K -25.84% | 358,701 0.30% of portfolio | medium |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $11.85M | +57K +5.24% | 1,142,466 1.91% of portfolio | medium |
| Q1 2026 as of | New | RBC Bearings Inc Common stock | $11.70M | +22K | 21,538 0.09% of portfolio | medium |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $10.57M | +101K +2127.34% | 105,821 0.09% of portfolio | medium |
| Q1 2026 as of | Trim | Uber Technologies, Inc Common stock | $-10.37M | -144K -37.02% | 245,207 0.14% of portfolio | medium |
| Q1 2026 as of | Exit | BXP, Inc. Common stock | $-10.36M | -154K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | ANET Arista Networks, Inc. Common Stock | $-9.68M | -79K -23.39% | 258,276 0.25% of portfolio | medium |
| Q1 2026 as of | Trim | 464287689 Common stock | $-9.47M | -26K -67.09% | 12,531 0.04% of portfolio | medium |
| Q1 2026 as of | Trim | 464287499 Common stock | $-9.45M | -97K -88.08% | 13,156 0.01% of portfolio | medium |
| Q1 2026 as of | Add | Citizens Financial Group INC/RI Common stock | $9.02M | +150K +24.99% | 752,253 0.36% of portfolio | medium |
| Q1 2026 as of | Add | Hershey Co Common stock | $8.97M | +43K +27.46% | 200,228 0.33% of portfolio | medium |
| Q1 2026 as of | New | Cognex Corp Common stock | $8.38M | +171K | 171,105 0.07% of portfolio | medium |
| Q1 2026 as of | Exit | Unity Software Inc. Common stock | $-8.38M | -190K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | National Fuel Gas Co Common stock | $-8.27M | -103K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | 464287614 Common stock | $-7.50M | -18K -59.90% | 11,768 0.04% of portfolio | medium |
| Q1 2026 as of | Trim | Royal Caribbean Cruises Ltd Common stock | $-7.42M | -27K -25.17% | 80,140 0.18% of portfolio | medium |
| Q1 2026 as of | Trim | Cheniere Energy, Inc. Common stock | $-7.29M | -26K -93.61% | 1,754 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Reddit, Inc. Common stock | $-7.15M | -53K -87.79% | 7,381 <0.01% of portfolio | medium |
| Q1 2026 as of | Exit | Axcelis Technologies Inc Common stock | $-7.08M | -88K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | N72482206 Common stock | $-6.26M | -132K -100.00% | 0 | medium |
| Q1 2026 as of | New | Ameren Corp Common stock | $6.16M | +56K | 56,040 0.05% of portfolio | medium |
| Q1 2026 as of | Trim | 464287655 Common stock | $-5.90M | -24K -65.48% | 12,547 0.02% of portfolio | medium |
| Q1 2026 as of | Exit | Datadog, Inc. Common stock | $-5.80M | -43K -100.00% | 0 | medium |
| Q1 2026 as of | New | Vestis Corp Common stock | $5.75M | +732K | 731,776 0.05% of portfolio | medium |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $5.68M | +94K +36.63% | 349,349 0.17% of portfolio | medium |
| Q1 2026 as of | Trim | SSRM Ssr Mining Inc. Common Stock | $-5.51M | -187K -92.38% | 15,454 <0.01% of portfolio | medium |