The President's latest OGE Form 278-T filing for the first quarter of 2026 shows a marked reshaping of his technology positions. The disclosure records substantial reductions in several large-cap tech holdings, with disposals falling into the peak-valuation bracket of $5 million to $25 million for names including Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT).
Despite those sizeable sell-offs, the filings indicate the President did not fully exit each company. Instead, smaller purchases were made alongside the large-scale sales. Meta, for example, was subject to multiple acquisitions during early 2026 that ranged from $1,001 to $500,000. Amazon and Microsoft were also the subject of smaller buys, with individual purchases recorded between $1,001 and $5 million.
At the same time, the filing documents a series of new positions established at the $1 million to $5 million level. Key additions in that range include major semiconductor companies: NVIDIA Corporation (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Synopsys Inc (NASDAQ:SNPS), Cadence Design Systems Inc (NASDAQ:CDNS), and Texas Instruments Incorporated (NASDAQ:TXN).
Beyond semiconductors, the President added notable stakes in both consumer and enterprise technology companies. The disclosure lists million-dollar entries into Apple Inc (NASDAQ:AAPL) and several enterprise software providers: Oracle Corporation (NYSE:ORCL), ServiceNow Inc (NYSE:NOW), Adobe Systems Incorporated (NASDAQ:ADBE), and Workday Inc (NASDAQ:WDAY). The filing notes these software purchases occurred at a time when that sector had experienced pronounced discounts tied to AI-related uncertainty and constrained visibility.
A portion of the activity in the filing is labeled as "unsolicited," indicating trades initiated without formal recommendations from brokers. Among the largest unsolicited transactions were purchases focused on Apple, Microsoft, and Amazon, each reaching the $1 million to $5 million range during March.
The disclosure also records a significant $1 million to $5 million purchase of Dell Technologies Inc (NYSE:DELL) Class C stock on February 10, 2026. That acquisition preceded a public endorsement of Dell hardware by the President at a White House event in early May.
In addition, the filings show increased accumulation of Intel Corporation (NASDAQ:INTC) beginning in early March 2026. Several of those Intel purchases were flagged as unsolicited. The Intel buys followed a late-2025 decision by the U.S. government to acquire a material equity stake in the domestic chipmaker.
What the filing shows
- Large-scale sales in Amazon, Meta, and Microsoft in the $5 million to $25 million band during Q1 2026.
- Smaller offsetting purchases in Meta ($1,001 to $500,000) and in Amazon and Microsoft ($1,001 to $5 million).
- New $1 million to $5 million positions in NVDA, AVGO, SNPS, CDNS, and TXN.
- Million-dollar entries into AAPL and enterprise software names ORCL, NOW, ADBE, and WDAY while the software sector was trading at discounts tied to AI-related concerns.
- Unsolicited trades, including $1 million to $5 million purchases in Apple, Microsoft, and Amazon in March.
- A $1 million to $5 million Dell Class C purchase on February 10, 2026, prior to a public Dell hardware endorsement in early May.
- Incremental Intel purchases beginning in early March 2026, some unsolicited, following the U.S. government’s late-2025 stake acquisition in Intel.
Context and tone
The filing portrays an active reallocation rather than a wholesale exit from major tech positions. Large disposals coexist with continued, sometimes unsolicited, purchases across a range of technology subsectors - from consumer devices to enterprise software and chip design. The moves indicate both trimming of certain legacy exposures and establishment of fresh, multi-million-dollar stakes in companies positioned in semiconductors and AI-related infrastructure.