Fidelity Investments
AOMR

Fidelity Investments’s Angel Oak Mortgage REIT AOMR Stock Holding History

Fidelity Investments’s Portfolio AOMR Stock Details AOMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$122K Sell
14,882
-1,445
-9% -$12.6K ﹤0.01% 3716
2025
Q4 		$141K Buy
16,327
+1,535
+10% +$13.7K ﹤0.01% 3589
2025
Q3 		$139K Sell
14,792
-207
-1% -$1.98K ﹤0.01% 3528
2025
Q2 		$141K Buy
14,999
+411
+3% +$3.73K ﹤0.01% 3459
2025
Q1 		$139K Buy
14,588
+120
+0.8% +$1.19K ﹤0.01% 3411
2024
Q4 		$134K Buy
14,468
+120
+0.8% +$1.15K ﹤0.01% 3420
2024
Q3 		$150K Buy
14,348
+157
+1% +$1.81K ﹤0.01% 3304
2024
Q2 		$186K Buy
14,191
+87
+0.6% +$1.01K ﹤0.01% 3062
2024
Q1 		$151K Sell
14,104
-1
-0% -$11 ﹤0.01% 3124
2023
Q4 		$150K Sell
14,105
-622
-4% -$5.89K ﹤0.01% 3050
2023
Q3 		$126K Buy
14,727
+1,113
+8% +$10.1K ﹤0.01% 3023
2023
Q2 		$112K Buy
13,614
+350
+3% +$2.7K ﹤0.01% 3124
2023
Q1 		$96.8K Buy
13,264
+12,338
+1,332% +$91.2K ﹤0.01% 3217
2022
Q4 		$4.38K Sell
926
-322
-26% -$2.66K ﹤0.01% 4298
2022
Q3 		$15K Buy
1,248
+1,213
+3,466% +$17.1K ﹤0.01% 3949
2022
Q2 		$0 Buy
35
+5
+17% +$74 ﹤0.01% 4880
2022
Q1 		$0 Buy
+30
New +$496 ﹤0.01% 4919

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Fidelity Investments's AOMR Position: Q1 2026 in Review

Fidelity Investments reduced its Angel Oak Mortgage REIT (AOMR) stake by 8.9% in Q1 2026, selling an estimated $12.6K and leaving 14,882 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #3716.

Fidelity Investments first reported a position in AOMR in Q1 2022 and has held it in 17 quarters since. The position peaked at $186K in Q2 2024. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

  • Fidelity Investments held 14,882 shares of Angel Oak Mortgage REIT worth $122K as of Q1 2026.
  • Fidelity Investments sold 1,445 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $12.6K.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3716 holding.
  • Fidelity Investments first reported a position in Angel Oak Mortgage REIT in Q1 2022 and has held it in 17 quarters since.
  • Fidelity Investments's Angel Oak Mortgage REIT position peaked at $186K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.