Fidelity Investments
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Fidelity Investments’s Lifeway Foods LWAY Stock Holding History

Fidelity Investments’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.5K Buy
2,765
+2,424
+711% +$51.6K ﹤0.01% 4104
2025
Q4 		$8.26K Sell
341
-164
-32% -$4.02K ﹤0.01% 4780
2025
Q3 		$14K Buy
505
+421
+501% +$11.8K ﹤0.01% 4502
2025
Q2 		$2.07K Buy
84
+3
+4% +$71 ﹤0.01% 4855
2025
Q1 		$1.98K Sell
81
-20
-20% -$449 ﹤0.01% 4878
2024
Q4 		$2.51K Buy
101
+37
+58% +$924 ﹤0.01% 4784
2024
Q3 		$1.66K Buy
+64
New +$1.07K ﹤0.01% 4841
2022
Q1 		– Sell
-125
Closed -$1K – 5274
2021
Q4 		$1K Buy
+125
New +$667 ﹤0.01% 4161
2019
Q1 		– Sell
-1
Closed – – 3964
2018
Q4 		$0 Buy
+1
New +$3 ﹤0.01% 3886
2018
Q1 		– Sell
-200,319
Closed -$1.6M – 2705
2017
Q4 		$1.6M Sell
200,319
-79,620
-28% -$759K ﹤0.01% 2382
2017
Q3 		$2.49M Hold
279,939
– – ﹤0.01% 2291
2017
Q2 		$2.62M Buy
279,939
+2,513
+0.9% +$24.4K ﹤0.01% 2301
2017
Q1 		$2.98M Buy
277,426
+22,800
+9% +$249K ﹤0.01% 2285
2016
Q4 		$2.93M Sell
254,626
-54,400
-18% -$766K ﹤0.01% 2302
2016
Q3 		$5.24M Sell
309,026
-30,638
-9% -$372K ﹤0.01% 2188
2016
Q2 		$3.29M Buy
339,664
+64,158
+23% +$606K ﹤0.01% 2266
2016
Q1 		$2.98M Buy
275,506
+111,000
+67% +$1.25M ﹤0.01% 2285
2015
Q4 		$1.83M Buy
164,506
+45,306
+38% +$511K ﹤0.01% 2438
2015
Q3 		$1.25M Buy
+119,200
New +$1.75M ﹤0.01% 2491
2015
Q2 		– Sell
-73,140
Closed -$1.56M – 2774
2015
Q1 		$1.56M Sell
73,140
-134,000
-65% -$2.56M ﹤0.01% 2450
2014
Q4 		$3.84M Sell
207,140
-50,700
-20% -$855K ﹤0.01% 2303
2014
Q3 		$3.58M Buy
257,840
+9,591
+4% +$130K ﹤0.01% 2303
2014
Q2 		$3.47M Buy
248,249
+55,969
+29% +$784K ﹤0.01% 2313
2014
Q1 		$2.83M Buy
+192,280
New +$2.74M ﹤0.01% 2313

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments's LWAY Position: Q1 2026 in Review

Fidelity Investments increased its Lifeway Foods (LWAY) stake by 711% in Q1 2026, buying an estimated $51.6K and bringing the position to 2,765 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4104.

Fidelity Investments first reported a position in LWAY in Q1 2014 and has held it in 24 quarters since. The position peaked at $5.24M in Q3 2016. 80 funds tracked by Wall St. Rank hold LWAY as of Q1 2026.

  • Fidelity Investments held 2,765 shares of Lifeway Foods worth $53.5K as of Q1 2026.
  • Fidelity Investments bought 2,424 Lifeway Foods shares in Q1 2026, an estimated $51.6K.
  • Lifeway Foods made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4104 holding.
  • Fidelity Investments first reported a position in Lifeway Foods in Q1 2014 and has held it in 24 quarters since.
  • Fidelity Investments's Lifeway Foods position peaked at $5.24M in Q3 2016.
  • 80 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2026.

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