Fidelity Investments’s PennyMac Mortgage Investment PMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$52.8K Sell
4,530
-271
-6% -$3.34K ﹤0.01% 4113
2025
Q4
$60.3K Buy
4,801
+518
+12% +$6.46K ﹤0.01% 4014
2025
Q3
$52.5K Sell
4,283
-754
-15% -$9.31K ﹤0.01% 3950
2025
Q2
$64.8K Sell
5,037
-1,096
-18% -$14K ﹤0.01% 3775
2025
Q1
$89.8K Buy
6,133
+1,213
+25% +$16.6K ﹤0.01% 3600
2024
Q4
$61.9K Buy
4,920
+494
+11% +$6.68K ﹤0.01% 3740
2024
Q3
$63.1K Sell
4,426
-702
-14% -$9.79K ﹤0.01% 3684
2024
Q2
$70.5K Buy
5,128
+615
+14% +$8.62K ﹤0.01% 3450
2024
Q1
$66.2K Buy
4,513
+776
+21% +$11.1K ﹤0.01% 3455
2023
Q4
$55.9K Sell
3,737
-3,447
-48% -$46.2K ﹤0.01% 3471
2023
Q3
$89.1K Buy
7,184
+4,001
+126% +$52.4K ﹤0.01% 3139
2023
Q2
$42.9K Sell
3,183
-2,663
-46% -$32.6K ﹤0.01% 3505
2023
Q1
$72.1K Sell
5,846
-1,650
-22% -$22.2K ﹤0.01% 3304
2022
Q4
$92.9K Sell
7,496
-1,209
-14% -$16.4K ﹤0.01% 3239
2022
Q3
$103K Sell
8,705
-42,870
-83% -$626K ﹤0.01% 3248
2022
Q2
$713K Buy
51,575
+48,692
+1,689% +$743K ﹤0.01% 2753
2022
Q1
$49K Buy
2,883
+2,835
+5,906% +$47.5K ﹤0.01% 3692
2021
Q4
$1K Sell
48
-1
-2% -$19 ﹤0.01% 4181
2021
Q3
$1K Buy
49
+2
+4% +$39 ﹤0.01% 4177
2021
Q2
$1K Buy
47
+42
+840% +$839 ﹤0.01% 4080
2021
Q1
$0 Hold
5
﹤0.01% 4418
2020
Q4
$0 Sell
5
-2,069
-100% -$35.1K ﹤0.01% 4194
2020
Q3
$33K Buy
2,074
+2,068
+34,467% +$36.6K ﹤0.01% 2959
2020
Q2
$0 Hold
6
﹤0.01% 4043
2020
Q1
$0 Buy
6
+5
+500% +$99 ﹤0.01% 4125
2019
Q4
$0 Buy
+1
New +$23 ﹤0.01% 4162
2019
Q2
Sell
-48,500
Closed -$1M 4077
2019
Q1
$1M Sell
48,500
-3,234
-6% -$65.1K ﹤0.01% 2419
2018
Q4
$964K Buy
51,734
+2,934
+6% +$58.5K ﹤0.01% 2403
2018
Q3
$988K Sell
48,800
-29,600
-38% -$581K ﹤0.01% 2475
2018
Q2
$1.49M Sell
78,400
-1,200
-2% -$22K ﹤0.01% 2384
2018
Q1
$1.44M Buy
79,600
+28,400
+55% +$475K ﹤0.01% 2400
2017
Q4
$823K Hold
51,200
﹤0.01% 2470
2017
Q3
$890K Hold
51,200
﹤0.01% 2426
2017
Q2
$936K Sell
51,200
-29,200
-36% -$520K ﹤0.01% 2432
2017
Q1
$1.43M Sell
80,400
-3,400
-4% -$57.6K ﹤0.01% 2407
2016
Q4
$1.37M Sell
83,800
-2,300
-3% -$36.4K ﹤0.01% 2429
2016
Q3
$1.34M Sell
86,100
-9,100
-10% -$142K ﹤0.01% 2422
2016
Q2
$1.54M Sell
95,200
-5,300
-5% -$77.6K ﹤0.01% 2424
2016
Q1
$1.37M Buy
100,500
+29,000
+41% +$384K ﹤0.01% 2439
2015
Q4
$1.09M Hold
71,500
﹤0.01% 2511
2015
Q3
$1.11M Hold
71,500
﹤0.01% 2509
2015
Q2
$1.25M Buy
71,500
+5,300
+8% +$103K ﹤0.01% 2521
2015
Q1
$1.41M Buy
+66,200
New +$1.43M ﹤0.01% 2475

Other funds holding PMT

Fidelity Investments's PMT Position: Q1 2026 in Review

Fidelity Investments reduced its PennyMac Mortgage Investment (PMT) stake by 5.6% in Q1 2026, selling an estimated $3.34K and leaving 4,530 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4113.

Fidelity Investments first reported a position in PMT in Q1 2015 and has held it in 43 quarters since. The position peaked at $1.54M in Q2 2016. 217 funds tracked by Wall St. Rank hold PMT as of Q1 2026.

  • Fidelity Investments held 4,530 shares of PennyMac Mortgage Investment worth $52.8K as of Q1 2026.
  • Fidelity Investments sold 271 PennyMac Mortgage Investment shares in Q1 2026, an estimated $3.34K.
  • PennyMac Mortgage Investment made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4113 holding.
  • Fidelity Investments first reported a position in PennyMac Mortgage Investment in Q1 2015 and has held it in 43 quarters since.
  • Fidelity Investments's PennyMac Mortgage Investment position peaked at $1.54M in Q2 2016.
  • 217 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2026.

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