Eric H. Schoenstein Q1 2026 Portfolio Shifts: Major Tech Sales, Amazon Buys
Eric H. Schoenstein's Jensen Investment Management portfolio saw significant reductions in major tech stocks while showing interest in consumer cyclical and select healthcare names during Q1 2026.
Eric H. Schoenstein, through Jensen Investment Management, has made notable adjustments to his substantial portfolio as of March 31, 2026, according to disclosed data. The portfolio, valued at approximately $5.06 billion, shows clear patterns of selling high-performing tech stocks while maintaining or slightly increasing positions in other sectors.
The most pronounced activity involves significant reductions in holdings within the Technology sector. Microsoft Corp (MSFT) saw a 11.74% decrease in its share count, Alphabet Inc (GOOGL) experienced a 5.43% reduction, and Apple Inc. (AAPL) witnessed a substantial 19.33% decline in shares held. NVIDIA Corp (NVDA) also faced heavy selling, with a 27.59% reduction in shares. These actions resulted in these previously large Technology positions collectively shrinking in value and portfolio weight.
Conversely, the investor demonstrated interest in the Consumer Cyclical sector by increasing their stake in Amazon.com Inc. (AMZN). The share count grew by 7.56%, indicating confidence in this retailer despite broader tech divestments. Other sectors also showed moderate activity, with Mastercard Inc (MA) seeing a small increase of 1.7% in its stake, and KLA Corporation (KLAC) and Stryker Corp (SYK) experiencing slight decreases.
In the Healthcare sector, Eli Lilly & Co. (LLY) saw a reduction, while Sherwin-Williams Co (SHW) in Basic Materials showed a modest increase. No new positions were disclosed in this filing, and there were no indications of fully exited positions among the top holdings listed.
For a detailed view of Eric H. Schoenstein's investment approach and performance, readers can visit the investor profile at https://www.insiderset.com/investor/eric-h-schoenstein-jensen-investment-management. Specific insights into the companies discussed, such as Microsoft (MSFT) at https://www.insiderset.com/investors/stocks/MSFT, Alphabet (GOOGL) at https://www.insiderset.com/investors/stocks/GOOGL, and Amazon (AMZN) at https://www.insiderset.com/investors/stocks/AMZN, are also available.