Fidelity Investments
SMC

Fidelity Investments’s Summit Midstream SMC Stock Holding History

Fidelity Investments’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.9K Buy
888
+182
+26% +$5.31K ﹤0.01% 4395
2025
Q4 		$18.8K Buy
706
+411
+139% +$9.77K ﹤0.01% 4486
2025
Q3 		$6.06K Buy
295
+205
+228% +$4.76K ﹤0.01% 4741
2025
Q2 		$2.21K Buy
+90
New +$2.47K ﹤0.01% 4843
2019
Q1 		– Hold
0
– – – 4289
2018
Q4 		– Hold
0
– – – 4248

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $623M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Fidelity Investments's SMC Position: Q1 2026 in Review

Fidelity Investments increased its Summit Midstream (SMC) stake by 26% in Q1 2026, buying an estimated $5.31K and bringing the position to 888 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4395.

Fidelity Investments first reported a position in SMC in Q2 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

  • Fidelity Investments held 888 shares of Summit Midstream worth $26.9K as of Q1 2026.
  • Fidelity Investments bought 182 Summit Midstream shares in Q1 2026, an estimated $5.31K.
  • Summit Midstream made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4395 holding.
  • Fidelity Investments first reported a position in Summit Midstream in Q2 2025 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

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