Most sold industrials stocks in Q1 2026
See which Industrials stocks institutional investors trimmed or exited the most in Q1 2026, measured as net reductions in reported share positions from Q4 2025 into Q1 2026. Notable reductions at the top of this list include CANADIAN PACIFIC KANSAS CITY (CP), CANADIAN NATL RAILWAY CO (CNI), GENERAL ELECTRIC CO (GE), JETBLUE AIRWAYS CORP (JBLU). These rankings are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| CP | CANADIAN PACIFIC KANSAS CITY | -64,445,755 | -$4.75B | 1 | 0 | 1 | 3 | 3 |
| CNI | CANADIAN NATL RAILWAY CO | -61,993,601 | -$6.13B | 1 | 0 | 0 | 4 | 2 |
| GE | GENERAL ELECTRIC CO | -47,698,532 | -$14.70B | 2 | 0 | 1 | 5 | 4 |
| JBLU | JETBLUE AIRWAYS CORP | -34,290,435 | -$156.02M | 0 | 0 | 0 | 2 | 0 |
| LOAR | LOAR HOLDINGS INC | -32,138,840 | -$2.19B | 0 | 0 | 0 | 2 | 0 |
| APG | API GROUP CORP | -29,772,207 | -$1.14B | 1 | 0 | 0 | 4 | 1 |
| WM | WASTE MANAGEMENT INC | -29,719,227 | -$6.53B | 1 | 0 | 0 | 3 | 1 |
| ADT | ADT INC | -24,527,377 | -$197.96M | 1 | 0 | 0 | 3 | 1 |
| JELD | JELD-WEN HOLDING INC | -21,466,919 | -$52.81M | 0 | 0 | 0 | 3 | 0 |
| AAL | AMERICAN AIRLINES GROUP INC | -15,597,132 | -$239.10M | 0 | 0 | 0 | 2 | 0 |
| HTZ | HERTZ GLOBAL HLDGS INC | -15,241,127 | -$78.34M | 0 | 0 | 0 | 1 | 0 |
| FAST | FASTENAL CO | -14,287,824 | -$572.97M | 1 | 0 | 0 | 3 | 1 |
| CSX | CSX CORP | -14,261,158 | -$516.33M | 1 | 0 | 1 | 3 | 2 |
| PLUG | PLUG POWER INC | -14,062,600 | -$27.70M | 0 | 0 | 0 | 2 | 0 |
| CPRT | COPART INC | -12,494,700 | -$489.99M | 1 | 1 | 0 | 5 | 2 |
| BE | BLOOM ENERGY CORP- A | -10,345,743 | -$895.74M | 2 | 0 | 0 | 3 | 2 |
| ZIP | ZIPRECRUITER INC-A | -8,229,139 | -$32.09M | 0 | 0 | 0 | 2 | 0 |
| ATS | ATS CORP | -8,128,452 | -$223.66M | 0 | 0 | 0 | 2 | 0 |
| REZI | RESIDEO TECHNOLOGIES INC | -7,430,196 | -$262.89M | 0 | 1 | 0 | 3 | 1 |
| WSC | WILLSCOT HOLDINGS CORP | -6,677,156 | -$125.73M | 0 | 0 | 0 | 2 | 0 |
| CAT | CATERPILLAR INC | -6,193,330 | -$3.52B | 1 | 0 | 1 | 2 | 3 |
| LPX | LOUISIANA-PACIFIC CORP | -5,946,702 | -$480.26M | 0 | 0 | 0 | 4 | 0 |
| JCI | Johnson Controls International PLC | -5,892,554 | -$703.69M | 1 | 0 | 1 | 1 | 2 |
| BLDE | BLADE AIR MOBILITY INC | -5,598,786 | -$26.93M | 0 | 0 | 0 | 2 | 0 |
| DNOW | DNOW INC | -5,551,151 | -$78.92M | 2 | 0 | 1 | 1 | 3 |
| GGG | GRACO INC | -5,194,632 | -$425.72M | 1 | 0 | 0 | 4 | 1 |
| RYAAY | RYANAIR HOLDINGS PLC-SP ADR | -5,173,681 | -$373.49M | 0 | 0 | 0 | 3 | 0 |
| LZ | LEGALZOOMCOM INC | -5,037,972 | -$50.09M | 1 | 0 | 0 | 1 | 1 |
| FERG | FERGUSON ENTERPRISES INC | -4,912,810 | -$840.64M | 2 | 0 | 0 | 5 | 2 |
| BA | BOEING CO/THE | -4,658,413 | -$1.01B | 1 | 0 | 1 | 4 | 2 |
| WWD | WOODWARD INC | -4,406,647 | -$1.33B | 1 | 0 | 0 | 3 | 2 |
| OTIS | OTIS WORLDWIDE CORP | -4,399,759 | -$384.41M | 1 | 0 | 0 | 2 | 1 |
| TTC | TORO CO | -4,128,676 | -$324.94M | 1 | 0 | 0 | 3 | 1 |
| XPO | XPO INC | -4,061,805 | -$551.84M | 1 | 0 | 0 | 3 | 1 |
| HTZWW | HERTZ GLOBAL HLDGS INC -CW51 | -3,971,000 | -$10.64M | 0 | 0 | 0 | 2 | 0 |
| UHAL-B | U-HAUL HOLDING CO-NON VOTING | -3,759,395 | -$188.23M | 0 | 1 | 0 | 4 | 1 |
| DE | DEERE & CO | -3,732,850 | -$1.73B | 1 | 0 | 1 | 4 | 2 |
| UNP | UNION PACIFIC CORP | -3,714,156 | -$482.08M | 2 | 0 | 1 | 5 | 4 |
| ULCC | FRONTIER GROUP HOLDINGS INC | -3,583,803 | -$16.88M | 0 | 0 | 0 | 1 | 0 |
| FREY | FREYR BATTERY INC | -3,569,256 | -$23.84M | 0 | 0 | 0 | 1 | 0 |
| QUAD | QUAD GRAPHICS INC | -3,492,590 | -$21.90M | 0 | 0 | 0 | 2 | 0 |
| RRX | REGAL REXNORD CORP | -3,222,019 | -$452.02M | 1 | 0 | 0 | 1 | 1 |
| PRLB | PROTO LABS INC | -3,171,428 | -$160.44M | 0 | 0 | 0 | 3 | 0 |
| POOL | POOL CORP | -3,080,222 | -$705.10M | 0 | 0 | 1 | 2 | 1 |
| BLDR | BUILDERS FIRSTSOURCE INC | -3,068,282 | -$315.76M | 1 | 0 | 0 | 4 | 1 |
| CARR | CARRIER GLOBAL CORP | -3,056,858 | -$161.42M | 1 | 0 | 0 | 2 | 1 |
| FDX | FEDEX CORP | -2,935,197 | -$840.36M | 1 | 0 | 3 | 4 | 4 |
| MIDD | MIDDLEBY CORP | -2,768,229 | -$399.62M | 0 | 0 | 1 | 4 | 1 |
| RELX | RELX PLC - SPON ADR | -2,755,447 | -$111.74M | 1 | 0 | 0 | 2 | 1 |
| EFX | EQUIFAX INC | -2,690,179 | -$588.42M | 1 | 2 | 0 | 3 | 3 |
Frequently asked questions about Most sold industrials stocks in Q1 2026
What are the most sold Industrials stocks in Q1 2026?
The most sold industrials stocks in Q1 2026 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q4 2025, based on SEC 13F filings.
Which industrials stocks did institutional investors trimmed or exited the most in Q1 2026?
Among the managers we track, net reductions were largest in companies such as CANADIAN PACIFIC KANSAS CITY (CP), CANADIAN NATL RAILWAY CO (CNI), GENERAL ELECTRIC CO (GE), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q4 2025).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.