Fidelity Investments
LFT

Fidelity Investments’s Lument Finance Trust LFT Stock Holding History

Fidelity Investments’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.71K Sell
294
-1,306
-82% -$14.9K ﹤0.01% 5115
2026
Q1 		$20.2K Buy
1,600
+821
+105% +$11.1K ﹤0.01% 4511
2025
Q4 		$11K Buy
779
+516
+196% +$8.24K ﹤0.01% 4697
2025
Q3 		$5.31K Buy
263
+7
+3% +$154 ﹤0.01% 4772
2025
Q2 		$5.65K Buy
256
+191
+294% +$4.81K ﹤0.01% 4683
2025
Q1 		$1.7K Sell
65
-4
-6% -$107 ﹤0.01% 4899
2024
Q4 		$1.79K Sell
69
-15
-18% -$384 ﹤0.01% 4838
2024
Q3 		$2.13K Buy
84
+6
+8% +$151 ﹤0.01% 4799
2024
Q2 		$1.88K Buy
78
+60
+333% +$1.46K ﹤0.01% 4733
2024
Q1 		$438 Hold
18
– – ﹤0.01% 4856
2023
Q4 		$410 Sell
18
-37
-67% -$771 ﹤0.01% 4831
2023
Q3 		$1.14K Buy
+55
New +$1.16K ﹤0.01% 4633
2022
Q2 		– Hold
0
– – – 5249
2022
Q1 		– Hold
0
– – – 5263
2021
Q1 		– Sell
-62,031
Closed -$2.03M – 4304
2020
Q4 		$2.03M Hold
62,031
– – ﹤0.01% 2395
2020
Q3 		$1.69M Buy
62,031
+8,060
+15% +$198K ﹤0.01% 2333
2020
Q2 		$1.43M Sell
53,971
-225
-0.4% -$4.91K ﹤0.01% 2342
2020
Q1 		$1M Sell
54,196
-2,519
-4% -$71.3K ﹤0.01% 2328
2019
Q4 		$1.83M Hold
56,715
– – ﹤0.01% 2269
2019
Q3 		$1.91M Hold
56,715
– – ﹤0.01% 2280
2019
Q2 		$1.93M Hold
56,715
– – ﹤0.01% 2334
2019
Q1 		$1.98M Hold
56,715
– – ﹤0.01% 2295
2018
Q4 		$1.62M Hold
56,715
– – ﹤0.01% 2326
2018
Q3 		$2.13M Hold
56,715
– – ﹤0.01% 2359
2018
Q2 		$1.93M Buy
+56,715
New +$1.93M ﹤0.01% 2348

Other funds holding LFT

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fidelity Investments's LFT Position: Q2 2026 in Review

Fidelity Investments reduced its Lument Finance Trust (LFT) stake by 82% in Q2 2026, selling an estimated $14.9K and leaving 294 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #5115.

Fidelity Investments first reported a position in LFT in Q2 2018 and has held it in 23 quarters since. The position peaked at $2.13M in Q3 2018. 49 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • Fidelity Investments held 294 shares of Lument Finance Trust worth $2.71K as of Q2 2026.
  • Fidelity Investments sold 1,306 Lument Finance Trust shares in Q2 2026, an estimated $14.9K.
  • Lument Finance Trust made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5115 holding.
  • Fidelity Investments first reported a position in Lument Finance Trust in Q2 2018 and has held it in 23 quarters since.
  • Fidelity Investments's Lument Finance Trust position peaked at $2.13M in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

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