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
Q1 		$20.2K Buy
16,002
+8,214
+105% +$11.1K ﹤0.01% 4511
2025
Q4 		$11K Buy
7,788
+5,160
+196% +$8.24K ﹤0.01% 4697
2025
Q3 		$5.31K Buy
2,628
+70
+3% +$154 ﹤0.01% 4772
2025
Q2 		$5.65K Buy
2,558
+1,907
+293% +$4.8K ﹤0.01% 4683
2025
Q1 		$1.7K Sell
651
-42
-6% -$112 ﹤0.01% 4899
2024
Q4 		$1.79K Sell
693
-150
-18% -$384 ﹤0.01% 4838
2024
Q3 		$2.13K Buy
843
+60
+8% +$151 ﹤0.01% 4799
2024
Q2 		$1.88K Buy
783
+607
+345% +$1.48K ﹤0.01% 4733
2024
Q1 		$438 Hold
176
– – ﹤0.01% 4856
2023
Q4 		$410 Sell
176
-372
-68% -$775 ﹤0.01% 4831
2023
Q3 		$1.14K Buy
+548
New +$1.15K ﹤0.01% 4633
2022
Q2 		– Sell
-1
Closed – – 5249
2022
Q1 		$0 Buy
+1
New +$3 ﹤0.01% 5263
2021
Q1 		– Sell
-620,309
Closed -$2.03M – 4304
2020
Q4 		$2.03M Hold
620,309
– – ﹤0.01% 2395
2020
Q3 		$1.69M Buy
620,309
+80,600
+15% +$198K ﹤0.01% 2333
2020
Q2 		$1.43M Sell
539,709
-2,247
-0.4% -$4.9K ﹤0.01% 2342
2020
Q1 		$1M Sell
541,956
-25,197
-4% -$71.4K ﹤0.01% 2328
2019
Q4 		$1.83M Hold
567,153
– – ﹤0.01% 2269
2019
Q3 		$1.91M Hold
567,153
– – ﹤0.01% 2280
2019
Q2 		$1.93M Hold
567,153
– – ﹤0.01% 2334
2019
Q1 		$1.98M Sell
567,153
-1
-0% -$3 ﹤0.01% 2295
2018
Q4 		$1.62M Buy
567,154
+1
+0% +$3 ﹤0.01% 2326
2018
Q3 		$2.13M Hold
567,153
– – ﹤0.01% 2359
2018
Q2 		$1.93M Buy
+567,153
New +$1.93M ﹤0.01% 2348

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 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
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments's LFT Position: Q1 2026 in Review

Fidelity Investments increased its Lument Finance Trust (LFT) stake by 105% in Q1 2026, buying an estimated $11.1K and bringing the position to 16,002 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4511.

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. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Fidelity Investments held 16,002 shares of Lument Finance Trust worth $20.2K as of Q1 2026.
  • Fidelity Investments bought 8,214 Lument Finance Trust shares in Q1 2026, an estimated $11.1K.
  • Lument Finance Trust made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4511 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.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

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