Fidelity Investments’s Calumet Specialty Products CLMT Stock Holding History

Fidelity Investments’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$982K	Buy	27,341 +23,742	+660%	+$615K	﹤0.01%	2887
2025 Q4	$71.5K	Buy	3,599 +1,918	+114%	+$36.9K	﹤0.01%	3925
2025 Q3	$30.7K	Buy	1,681 +534	+47%	+$8.79K	﹤0.01%	4178
2025 Q2	$18.1K	Buy	1,147 +1,146	+114,600%	+$14.6K	﹤0.01%	4326
2025 Q1	$14	Buy	+1	New	+$16	﹤0.01%	5236
2023 Q2	–	Sell	-612,948	Closed	-$10.7M	–	5398
2023 Q1	$10.7M	Sell	612,948 -5,393	-0.9%	-$95.8K	﹤0.01%	1850
2022 Q4	$10.4M	Sell	618,341 -210,000	-25%	-$3.39M	﹤0.01%	1866
2022 Q3	$10.6M	Sell	828,341 -35,000	-4%	-$502K	﹤0.01%	1873
2022 Q2	$8.97M	Sell	863,341 -110,000	-11%	-$1.46M	﹤0.01%	2013
2022 Q1	$13.2M	Buy	973,341 +888,873	+1,052%	+$13.1M	﹤0.01%	2002
2021 Q4	$1.11M	Buy	+84,468	New	+$1.06M	﹤0.01%	2667
2020 Q3	–	Sell	-1	Closed	–	–	3704
2020 Q2	$0	Buy	+1	New	+$2	﹤0.01%	3641
2019 Q4	–	Sell	-1	Closed	–	–	3825
2019 Q3	$0	Buy	+1	New	+$4	﹤0.01%	3813
2013 Q3	–	Sell	-626,112	Closed	-$22.8M	–	2617
2013 Q2	$22.8M	Buy	+626,112	New	+$22.5M	﹤0.01%	1609

Other funds holding CLMT

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WDOM

Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments's CLMT Position: Q1 2026 in Review

Fidelity Investments increased its Calumet Specialty Products (CLMT) stake by 660% in Q1 2026, buying an estimated $615K and bringing the position to 27,341 shares worth $982K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Fidelity Investments first reported a position in CLMT in Q2 2013 and has held it in 14 quarters since. The position peaked at $22.8M in Q2 2013. 180 funds tracked by Wall St. Rank hold CLMT as of Q1 2026.

Fidelity Investments held 27,341 shares of Calumet Specialty Products worth $982K as of Q1 2026.
Fidelity Investments bought 23,742 Calumet Specialty Products shares in Q1 2026, an estimated $615K.
Calumet Specialty Products made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2887 holding.
Fidelity Investments first reported a position in Calumet Specialty Products in Q2 2013 and has held it in 14 quarters since.
Fidelity Investments's Calumet Specialty Products position peaked at $22.8M in Q2 2013.
180 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2026.

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