Fidelity Investments
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Fidelity Investments’s Local Bounti LOCL Stock Holding History

Fidelity Investments’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$154K Hold
118,993
– – ﹤0.01% 3785
2026
Q1 		$138K Hold
118,993
– – ﹤0.01% 3666
2025
Q4 		$255K Hold
118,993
– – ﹤0.01% 3326
2025
Q3 		$356K Hold
118,993
– – ﹤0.01% 3160
2025
Q2 		$278K Hold
118,993
– – ﹤0.01% 3193
2025
Q1 		$245K Hold
118,993
– – ﹤0.01% 3164
2024
Q4 		$246K Hold
118,993
– – ﹤0.01% 3187
2024
Q3 		$297K Hold
118,993
– – ﹤0.01% 3061
2024
Q2 		$332K Hold
118,993
– – ﹤0.01% 2864
2024
Q1 		$346K Sell
118,993
-3,090
-3% -$7.34K ﹤0.01% 2840
2023
Q4 		$253K Sell
122,083
-286,131
-70% -$744K ﹤0.01% 2887
2023
Q3 		$1M Sell
408,214
-66,042
-14% -$213K ﹤0.01% 2455
2023
Q2 		$1.29M Buy
474,256
+543
+0.1% +$3.09K ﹤0.01% 2429
2023
Q1 		$4.91M Sell
473,713
-90,568
-16% -$968K ﹤0.01% 2096
2022
Q4 		$10.2M Buy
564,281
+92,928
+20% +$2.9M ﹤0.01% 1880
2022
Q3 		$17.4M Buy
471,353
+287
+0.1% +$13.4K ﹤0.01% 1656
2022
Q2 		$19.5M Buy
471,066
+4,347
+0.9% +$320K ﹤0.01% 1656
2022
Q1 		$60.6M Buy
466,719
+5,181
+1% +$392K ﹤0.01% 1314
2021
Q4 		$38.7M Buy
+461,538
New +$51.1M ﹤0.01% 1530

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $143M AUM 36.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 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

Fidelity Investments's LOCL Position: Q2 2026 in Review

Fidelity Investments held its Local Bounti (LOCL) position steady in Q2 2026 at 118,993 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #3785.

Fidelity Investments first reported a position in LOCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $60.6M in Q1 2022. 24 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

  • Fidelity Investments held 118,993 shares of Local Bounti worth $154K as of Q2 2026.
  • Fidelity Investments left its Local Bounti share count unchanged in Q2 2026.
  • Local Bounti made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3785 holding.
  • Fidelity Investments first reported a position in Local Bounti in Q4 2021 and has held it in 19 quarters since.
  • Fidelity Investments's Local Bounti position peaked at $60.6M in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Local Bounti as of Q2 2026.

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