FIDELITY CONCORD STREET TRUST - FXAIX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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
Sequent Asset Management, LLC History Reduced 208,403 54,440 22.96% 22.81% 1 -1,203 -0.57% Q2 2026 Jul 21, 2026
Wealthspire Advisors, LLC History New 125,005 32,655 0.18% — 2 +125,005 New Q2 2026 Aug 11, 2026
FULTON BANK, N.A. History Added to 23,864 6,234 0.19% 0.14% 3 +6,543 37.77% Q2 2026 Jul 09, 2026
Sippican Capital Advisors History Added to 10,959 2,862 1.75% 1.64% 4 +449 4.27% Q2 2026 Jul 22, 2026
Williams Jones Wealth Management, LLC. History Added to 8,173 2,134 0.02% 0.02% 5 +2,273 38.53% Q2 2026 Aug 05, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 6,264 1,636 0.05% 0.04% 6 -204 -3.15% Q2 2026 Jul 13, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 4,833 1,262 0.11% 0.11% 7 +13 0.27% Q2 2026 Aug 04, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 4,051 1,058 0.04% 0.04% 8 -39 -0.95% Q2 2026 Aug 18, 2026
GREAT LAKES ADVISORS, LLC History Added to 4,035 1,053 0.01% 0.01% 9 +236 6.21% Q2 2026 Aug 10, 2026
Coston, McIsaac & Partners History No change 3,796 991 0.2% 0.19% 10 0 0.0% Q2 2026 Aug 12, 2026
CENTRAL BANK & TRUST CO History Added to 3,728 973 0.14% 0.13% 11 +8 0.22% Q2 2026 Jul 17, 2026
GRACE & WHITE INC /NY History No change 3,169 827 0.13% 0.13% 12 0 0.0% Q2 2026 Jul 17, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History No change 2,940 768 0.13% 0.12% 13 0 0.0% Q2 2026 Jul 31, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Reduced 2,771 723 0.04% 0.04% 14 -704 -20.26% Q2 2026 Jul 20, 2026
Mengis Capital Management, Inc. History Added to 2,561 669 0.1% 0.1% 15 +33 1.31% Q2 2026 Jul 28, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 2,273 593 0.13% 0.13% 16 -50 -2.15% Q2 2026 Aug 07, 2026
NEVILLE RODIE & SHAW INC History Reduced 2,167 566 0.04% 0.04% 17 -111 -4.87% Q2 2026 Jul 06, 2026
WOODSTOCK CORP History Reduced 2,009 524 0.04% 0.04% 18 -20 -0.99% Q2 2026 Jul 13, 2026
Financial Concepts Unlimited, Inc. History Added to 1,571 410 0.32% 0.32% 19 +4 0.26% Q2 2026 Aug 06, 2026
PUZO MICHAEL J History No change 1,442 376 0.1% 0.1% 20 0 0.0% Q2 2026 Aug 10, 2026
McIlrath & Eck, LLC History No change 1,290 293 0.02% 0.02% 21 0 0.0% Q1 2026 May 19, 2026
Financial Gravity Companies, Inc. History New 967 252 0.04% — 22 +967 New Q2 2026 Aug 05, 2026
McMillan Office, Inc. History No change 843 220 0.03% 0.02% 23 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Asset Management, Inc. History No change 965 219 0.04% 0.04% 24 0 0.0% Q1 2026 May 08, 2026
Vermillion Wealth Management, Inc. History New 828 216 0.05% — 25 +828 New Q2 2026 Jul 15, 2026
Oakworth Capital, Inc. History Added to 663 172 0.01% 0.01% 26 +20 3.11% Q2 2026 Jul 22, 2026
Estabrook Capital Management History Added to 616 160 0.02% 0.02% 27 +1 0.16% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 561 146 0.02% 0.02% 28 0 0.0% Q2 2026 Jul 27, 2026
Grey Fox Wealth Advisors, LLC History Reduced 32,852 94 0.01% 0.02% 29 -499 -1.5% Q2 2026 Jul 17, 2026
NBT BANK, N.A. History New 243 63 0.0% — 30 +243 New Q2 2026 Jul 29, 2026
Park Place Capital Corp History New 242 63 0.01% — 31 +242 New Q2 2026 Aug 13, 2026
Luminist Capital LLC History New 3 2 0.0% — 32 +3 New Q2 2026 Aug 07, 2026