Fidelity Investments’s LandBridge Co LB Stock Holding History

Fidelity Investments’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141M	Buy	1,775,450 +440,622	+33%	+$30.3M	0.01%	1090
2026 Q1	$92.2M	Buy	1,334,828 +521,080	+64%	+$33.1M	﹤0.01%	1216
2025 Q4	$39.9M	Sell	813,748 -6,410	-0.8%	-$373K	﹤0.01%	1527
2025 Q3	$43.8M	Sell	820,158 -13,900	-2%	-$767K	﹤0.01%	1483
2025 Q2	$56.4M	Sell	834,058 -124,978	-13%	-$9M	﹤0.01%	1350
2025 Q1	$69M	Sell	959,036 -1,011,419	-51%	-$71.6M	﹤0.01%	1237
2024 Q4	$127M	Sell	1,970,455 -407,666	-17%	-$24.5M	0.01%	1016
2024 Q3	$93M	Buy	2,378,121 +686,070	+41%	+$23.1M	0.01%	1132
2024 Q2	$39.2M	Buy	+1,692,051	New	+$39.2M	﹤0.01%	1403

Other funds holding LB

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Fidelity Investments's LB Position: Q2 2026 in Review

Fidelity Investments increased its LandBridge Co (LB) stake by 33% in Q2 2026, buying an estimated $30.3M and bringing the position to 1,775,450 shares worth $141M. The position accounts for 0.01% of the portfolio, ranked #1090.

Fidelity Investments first reported a position in LB in Q2 2024 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Fidelity Investments held 1,775,450 shares of LandBridge Co worth $141M as of Q2 2026.
Fidelity Investments bought 440,622 LandBridge Co shares in Q2 2026, an estimated $30.3M.
LandBridge Co made up 0.01% of Fidelity Investments's portfolio in Q2 2026, its #1090 holding.
Fidelity Investments first reported a position in LandBridge Co in Q2 2024 and has held it in 9 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.