FMR LLC

Location
BOSTON, MA
Portfolio Value
Large $64,993,281,866
Diversification
Diversified
Filing Date
Global Rank
#3 / 8,519 ▲ 1
Top Industry
Semiconductors 16.7%
Period ended 56 days ago
Filed May 15, 2026 · 11d
48 quarters · since Jun 2013

Portfolio Concentration

3,667 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
9.9%
−0.1 pts
Top 5
26.5%
−2.2 pts
Top 10
36.4%
−2.3 pts
HHI
207
Jun 2023 → Mar 2026 · range 174 – 279
Diversified −23

Portfolio Trend

48 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 34.8% $609,991,494,582
Communication Services 10.5% $183,278,500,093
Healthcare 10.2% $179,029,316,718
Consumer Cyclical 10.2% $178,017,114,200
Financial Services 9.7% $170,047,532,920
Industrials 9.4% $165,303,540,207
Energy 4.6% $80,784,203,602
Consumer Defensive 3.7% $64,993,281,866
Basic Materials 3.0% $52,917,724,049
Real Estate 1.9% $33,608,441,293
Utilities 1.7% $30,643,713,674
Unclassified 0.3% $4,990,528,903

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value
NOK +57,123,582 222,403,233 $1,788,121,991
KVUE +40,980,484 135,093,094 $2,329,004,938
GPGI +39,416,399 39,551,933 $676,338,052
COMP +38,061,255 107,554,602 $786,224,138
INTC +30,221,680 57,515,133 $2,538,142,817
AMZN +27,227,887 358,698,691 $74,706,176,371
NVDA +22,789,685 993,852,968 $173,327,957,617
JHX +20,166,220 31,254,722 $591,964,432
MRNA +17,626,713 45,672,024 $2,320,138,818
HBAN +17,179,788 46,007,278 $720,013,898
CAI +16,567,817 30,785,585 $550,446,257
CDE +16,509,177 33,421,798 $627,327,147
IR +13,746,302 20,996,014 $1,682,200,641
MICC +13,527,279 14,613,236 $218,467,876
ANET +13,268,327 52,306,626 $6,422,207,537
SU +13,073,286 27,168,709 $1,796,123,349
ROIV +12,201,789 77,981,253 $2,160,080,705
LFST +11,850,696 58,685,480 $373,826,505
BAX +11,453,034 46,264,804 $777,248,705
FIG +11,305,985 20,735,448 $438,347,368
RELY +10,517,854 10,736,104 $168,234,748
UWMC +10,499,974 26,508,262 $95,959,907
GLW +10,458,914 24,909,423 $3,386,934,241
ALM +10,293,003 18,285,503 $264,774,083
RKT +10,277,082 31,677,674 $451,406,853

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value
GGB 98,640,849 10,956 $39,550
PTON 25,017,737 1,879,784 $8,064,272
WFC 24,011,255 161,693,928 $12,872,453,605
BSX 23,160,546 74,226,395 $4,657,706,283
YMM 21,739,999 4,764 $39,541
TAL 18,464,574 3,026,151 $34,407,335
DKNG 17,237,660 9,359,979 $202,362,745
AES 16,741,792 804,220 $11,331,457
BAC 16,296,846 198,484,617 $9,676,125,076
KD 14,874,633 10,245,843 $134,425,459
SLB 12,533,217 6,385,300 $328,140,564
MOS 10,982,872 29,079,010 $741,514,754
MSFT 10,737,378 190,211,367 $70,410,541,719
TAC 10,106,262 13,600,626 $178,168,200
WVE 9,943,222 5,192,761 $37,647,516
CVS 9,821,091 31,196,890 $2,240,560,637
GO 9,714,605 5,004,794 $35,283,795
ITUB 9,286,787 46,163,893 $386,853,421
CPNG 9,254,189 16,535,016 $312,181,100
ASB 8,848,551 2,066,396 $53,436,999
NVO 8,664,705 1,352,620 $49,708,783
SNAP 8,605,089 88,742,006 $408,213,225
APO 8,492,963 21,976,458 $2,448,616,948
PDD 8,296,054 6,301,704 $643,908,112
SNDK 8,076,300 13,389,985 $8,507,193,065

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value
AZN 29,601,724 $5,838,052,004
PNFP 7,198,898 $620,113,071
FPS 8,546,834 $250,165,829
MANE 1,792,909 $113,222,202
MDA 3,878,100 $98,193,492
ASST 7,144,797 $71,590,865
VSNT 1,835,312 $67,943,247
ARIS 3,424,800 $63,598,536
AMCR 1,597,720 $63,509,367
BOBS 5,159,842 $60,628,142
GENB 4,217,524 $52,719,049
CGAU 2,714,600 $48,292,734
EIKN 3,836,830 $40,593,661
DFTX 1,809,610 $34,201,628
SUNB 485,737 $31,616,620
QGEN 673,519 $26,967,699
OFRM 1,286,200 $21,029,370
DLO 1,582,087 $20,519,668
MMED 1,365,000 $20,365,800
INDV 527,714 $16,084,722
AGMB 1,458,677 $15,301,520
EQPT 700,100 $14,261,036
UMAC 1,097,600 $13,610,240
THM 4,750,000 $10,925,000
PAYP 510,829 $10,901,090

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value
BTG 35,591,806 $160,519,044
EXAS 1,154,568 $117,257,925
NGD 8,390,400 $73,080,384
AGL 2,882,933 $49,658,520
PIPR 352,411 $29,929,383
TGNA 715,619 $13,890,163
VZLA 1,996,900 $10,923,043
ASTL 2,208,646 $9,055,448
ODV 2,337,747 $8,158,737
XLO 511,820 $4,585,907
FUBO 102,454 $3,098,208
TVGN 101,914 $1,686,676
COOK 19,555 $1,055,970
PSBD 74,067 $902,876
GRTUF 10,915 $646,058
ORGN 45,720 $290,779
ADV 12,059 $265,298
GEMI 26,600 $263,872
BBUC 2,299 $82,487
UP 98,980 $64,930
BLLN 700 $57,288
ALGS 4,972 $46,339
FVRR 1,879 $37,129
RVPH 4,750 $26,600
FXC 350 $24,913

Portfolio Positions

Export CSV View 13F filing
157 positions · $64,993,281,866 total · Consumer Defensive only · as of Mar 31, 2026
Showing 1–50 of 157 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio Action
KO
Coca Cola Co
Consumer Defensive
107,577,934 $8,181,301,878 12.59% History
PM
Philip Morris International Inc.
Consumer Defensive
44,770,603 $7,402,371,497 11.39% History
COST
Costco Wholesale Corp /New
Consumer Defensive
6,718,589 $6,694,603,635 10.30% History
PG
PROCTER & GAMBLE Co
Consumer Defensive
30,709,456 $4,435,673,822 6.82% History
WMT
Walmart Inc.
Consumer Defensive
31,777,449 $3,949,301,358 6.08% History
KDP
Keurig Dr Pepper Inc.
Consumer Defensive
145,628,995 $3,834,411,436 5.90% History
TGT
Target Corp
Consumer Defensive
19,901,274 $2,412,034,408 3.71% History
KVUE
Kenvue Inc.
Consumer Defensive
135,093,094 $2,329,004,938 3.58% History
BTI
British American Tobacco p.l.c.
Consumer Defensive
36,688,219 $2,145,160,163 3.30% History
DLTR
Dollar Tree, Inc.
Consumer Defensive
19,494,395 $2,134,831,193 3.28% History
MDLZ
Mondelez International, Inc.
Consumer Defensive
24,351,903 $1,403,643,687 2.16% History
EL
Estee Lauder Companies Inc
Consumer Defensive
18,113,752 $1,300,023,977 2.00% History
USFD
US Foods Holding Corp.
Consumer Defensive
13,777,725 $1,270,444,020 1.95% History
PEP
Pepsico Inc
Consumer Defensive
7,896,354 $1,226,224,811 1.89% History
PFGC
Performance Food Group Co
Consumer Defensive
11,751,044 $1,006,594,426 1.55% History
KR
Kroger Co
Consumer Defensive
13,845,076 $1,001,829,697 1.54% History
SFM
Sprouts Farmers Market, Inc.
Consumer Defensive
12,774,138 $985,269,262 1.52% History
STZ
Constellation Brands, Inc.
Consumer Defensive
5,126,543 $768,981,450 1.18% History
CL
Colgate Palmolive Co
Consumer Defensive
9,008,985 $767,835,789 1.18% History
BJ
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive
7,324,951 $720,921,674 1.11% History
MNST
Monster Beverage Corp
Consumer Defensive
9,367,959 $678,802,306 1.04% History
LAUR
Laureate Education, Inc.
Consumer Defensive
19,078,143 $664,682,501 1.02% History
OLLI
Ollie's Bargain Outlet Holdings, Inc.
Consumer Defensive
6,765,175 $622,666,706 0.96% History
HSY
Hershey Co
Consumer Defensive
2,990,420 $621,678,411 0.96% History
PRMB
Primo Brands Corp
Consumer Defensive
29,138,720 $548,682,094 0.84% History
DEO
Diageo PLC
Consumer Defensive
6,985,054 $520,037,269 0.80% History
LOPE
Grand Canyon Education, Inc.
Consumer Defensive
2,682,310 $456,073,167 0.70% History
BG
Bunge Global SA
Consumer Defensive
3,265,884 $415,420,442 0.64% History
FMX
Mexican Economic Development Inc
Consumer Defensive
3,557,459 $395,091,395 0.61% History
MO
Altria Group, Inc.
Consumer Defensive
5,897,906 $389,202,815 0.60% History
KMB
Kimberly Clark Corp
Consumer Defensive
3,626,238 $349,823,178 0.54% History
UL
Unilever PLC
Consumer Defensive
5,563,094 $316,929,462 0.49% History
CVSA
Covista Inc.
Consumer Defensive
2,654,244 $305,901,620 0.47% History
ACI
Albertsons Companies, Inc.
Consumer Defensive
16,656,538 $283,827,405 0.44% History
DAR
Darling Ingredients Inc.
Consumer Defensive
4,386,558 $271,308,610 0.42% History
PSMT
Pricesmart Inc
Consumer Defensive
1,722,026 $259,164,912 0.40% History
SYY
Sysco Corp
Consumer Defensive
3,300,457 $235,421,595 0.36% History
COCO
Vita Coco Company, Inc.
Consumer Defensive
4,755,666 $227,843,956 0.35% History
CELH
Celsius Holdings, Inc.
Consumer Defensive
6,255,233 $221,935,663 0.34% History
TBBB
Bbb Foods Inc
Consumer Defensive
6,204,810 $219,464,129 0.34% History
MICC
Magnum Ice Cream Co N.V.
Consumer Defensive
14,613,236 $218,467,876 0.34% History
SJM
J M SMUCKER Co
Consumer Defensive
2,193,760 $211,566,212 0.33% History
ADM
Archer-Daniels-Midland Co
Consumer Defensive
2,587,476 $188,083,629 0.29% History
BUD
Anheuser-Busch InBev SA/NV
Consumer Defensive
2,686,063 $186,332,189 0.29% History
INGR
Ingredion Inc
Consumer Defensive
1,525,285 $171,838,605 0.26% History
CLX
Clorox Co /De/
Consumer Defensive
1,469,115 $152,244,385 0.23% History
CHD
Church & Dwight Co Inc /De/
Consumer Defensive
1,629,990 $152,110,664 0.23% History
MKC
Mccormick & Co Inc
Consumer Defensive
2,749,976 $138,708,788 0.21% History
EDU
New Oriental Education & Technology Group Inc.
Consumer Defensive
1,950,696 $110,467,911 0.17% History
LW
Lamb Weston Holdings, Inc.
Consumer Defensive
2,246,978 $94,957,289 0.15% History
Page 1 of 4
Next »