Ken Fisher’s Q2 Stock Performance and Top Q3 Stock Picks Headed By Apple Inc. (AAPL)

Fisher Asset Management held a total of 2.49 million shares of Amazon.com, Inc. (NASDAQ:AMZN) with a market value of $1.08 billion at the end of the second quarter of 2015. This was equivalent to 2.10% of its total portfolio holdings. Fisher and other investors who held positions in the stock were happy to receive 16.7% in equity gains during the second quarter of 2015. Forward looking, the Seattle, Washington-based company is focused on enhancing its profitability and is working on strengthening Amazon Prime, which is a service that charges $99 per year, allowing Prime members to stream videos, borrow books, enjoy free shipping for eligible purchases, and enjoy a host of other bonuses. RBC Capital estimates revealed that the loyalty membership program is already boasting between 50 and 70 million subscribers globally. The biggest shareholders of the stock going into the second quarter aside from Fisher were Boykin Curry‘s Eagle Capital Management with 2.23 million shares, and Paul Ruddock and Steve Heinz’s Lansdowne Partners with a total of 1.70 million shares. A total of 96 hedge funds out of the more than 700 tracked by Insider Monkey were invested in the stock at the end of the first quarter with their aggregate investment valued at $8.40 billion; a significant uptick compared to 76 hedge funds invested in the stock going into the first quarter of 2015.

At the end of the second quarter of 2015, Fisher Asset Management held a total of 31.82 million shares of Pfizer Inc. (NYSE:PFE) with a market value of $1.07 billion. The fund’s holding in the stock moving into the third quarter of 2015 represented 2.07% of its total portfolio value. The New York City-based pharmaceuticals company is among the world’s premier corporations in that field. Unfortunately for investors with positions in the stock, the second quarter saw the stock post a negative return of 2.8%. Year-to-date, the stock has posted growth of more than 9% however. It recently announced a plan to invest $95 million towards expanding its Caltrate and Centrum production in China. Going into the second quarter of 2015, a total of 81 hedge funds tracked by Insider Monkey were invested in the stock, with their aggregate portfolio holdings in the stock standing at $5.47 billion. Besides Fisher Asset Management, which emerged as the biggest shareholder of these hedge funds, a few other shareholders were Cliff Asness‘ AQR Capital Management with 12.94 million shares, and Ric Dillon’s Diamond Hill Capital with 10.43 million shares.

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