Fidelity Investments Portfolio holdings
Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$16.3B |
| 2 |
Apple
AAPL
|
$12.3B |
| 3 |
Wells Fargo
WFC
|
$7.7B |
| 4 |
Coca-Cola
KO
|
$6.15B |
| 5 |
Gilead Sciences
GILD
|
$5.8B |
Top Sells
Sector Composition
| 1 | Financials | 15.52% |
| 2 | Healthcare | 13.77% |
| 3 | Technology | 12.63% |
| 4 | Consumer Discretionary | 11.63% |
| 5 | Industrials | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alphabet (Google) Class C
GOOG
$2.57T
| $16.3B | 2.66% | +18,479,838 | New | +$16.3B |
|
|
2
Apple
AAPL
$3.45T
| $12.3B | 2.01% | +31,023,222 | New | +$12.3B |
|
|
3
Wells Fargo
WFC
$263B
| $7.7B | 1.26% | +186,499,132 | New | +$7.7B |
|
|
4
Coca-Cola
KO
$294B
| $6.15B | 1.01% | +153,298,131 | New | +$6.15B |
|
|
5
Gilead Sciences
GILD
$140B
| $5.8B | 0.95% | +113,163,265 | New | +$5.8B |
|
6
Microsoft
MSFT
$3.79T
| $5.7B | 0.93% | +165,177,985 | New | +$5.7B |
|
7
JPMorgan Chase
JPM
$823B
| $5.41B | 0.88% | +102,403,056 | New | +$5.41B |
|
8
Visa
V
$680B
| $5.39B | 0.88% | +29,506,866 | New | +$5.39B |
|
9
Amgen
AMGN
$155B
| $5.28B | 0.86% | +53,549,185 | New | +$5.28B |
|
10
Citigroup
C
$178B
| $5.25B | 0.86% | +109,449,237 | New | +$5.25B |
|
11
Biogen
BIIB
$20B
| $5.06B | 0.83% | +23,528,529 | New | +$5.06B |
|
12
Berkshire Hathaway Class A
BRK.A
$1.07T
| $5.03B | 0.82% | +29,842 | New | +$5.03B |
|
13
Comcast
CMCSA
$125B
| $4.88B | 0.8% | +116,642,514 | New | +$4.88B |
|
14
Procter & Gamble
PG
$365B
| $4.53B | 0.74% | +58,887,653 | New | +$4.53B |
|
15
Amazon
AMZN
$2.47T
| $4.16B | 0.68% | +14,986,761 | New | +$4.16B |
|
16
CVS Health
CVS
$91.5B
| $3.89B | 0.64% | +68,002,343 | New | +$3.89B |
|
17
Mastercard
MA
$534B
| $3.79B | 0.62% | +6,601,761 | New | +$3.79B |
|
18
TJX Companies
TJX
$153B
| $3.79B | 0.62% | +75,655,697 | New | +$3.79B |
|
19
Walt Disney
DIS
$212B
| $3.75B | 0.61% | +59,453,225 | New | +$3.75B |
|
20
GE Aerospace
GE
$290B
| $3.75B | 0.61% | +161,813,316 | New | +$3.75B |
|
21
Home Depot
HD
$406B
| $3.71B | 0.61% | +47,913,757 | New | +$3.71B |
|
22
Oracle
ORCL
$675B
| $3.69B | 0.6% | +120,094,671 | New | +$3.69B |
|
23
Exxon Mobil
XOM
$483B
| $3.58B | 0.59% | +39,640,486 | New | +$3.58B |
|
24
Cisco
CSCO
$271B
| $3.55B | 0.58% | +145,904,607 | New | +$3.55B |
|
25
Chevron
CVX
$321B
| $3.54B | 0.58% | +29,922,195 | New | +$3.54B |
|