FIDELITY CONCORD STREET TRUST - FSMAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CARRET ASSET MANAGEMENT, LLC | History | No change | 6,600 | 786 | 0.07% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Gravity Companies, Inc. | History | New | 132 | 15 | 0.0% | — | 2 | +132 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 132 | 13 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 08, 2026 |