FIDELITY CONCORD STREET TRUST - FXAIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequent Asset Management, LLC | History | No change | 218,689 | 51,987 | 23.09% | 23.09% | 1 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FULTON BANK, N.A. | History | No change | 17,321 | 3,939 | 0.14% | 0.14% | 2 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sippican Capital Advisors | History | Added to | 10,510 | 2,390 | 1.64% | 1.53% | 3 | +500 | 5.0% | Q1 2026 | Apr 23, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 6,468 | 1,470 | 0.04% | 0.03% | 4 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 5,900 | 1,341 | 0.02% | 0.02% | 5 | -7 | -0.12% | Q1 2026 | May 05, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 4,820 | 1,096 | 0.11% | 0.11% | 6 | +92 | 1.95% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 4,090 | 930 | 0.04% | 0.03% | 7 | +911 | 28.66% | Q1 2026 | May 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 3,799 | 863 | 0.01% | 0.01% | 8 | +120 | 3.26% | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 3,796 | 863 | 0.19% | 0.21% | 9 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 3,720 | 845 | 0.13% | 0.13% | 10 | +130 | 3.62% | Q1 2026 | Apr 07, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 3,475 | 790 | 0.04% | 0.03% | 11 | +704 | 25.41% | Q1 2026 | Apr 13, 2026 |
| GRACE & WHITE INC /NY | History | No change | 3,169 | 720 | 0.13% | 0.13% | 12 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | No change | 2,940 | 668 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 2,528 | 574 | 0.1% | 0.1% | 14 | +216 | 9.34% | Q1 2026 | May 12, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 2,323 | 528 | 0.13% | 0.13% | 15 | +6 | 0.26% | Q1 2026 | Apr 28, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 2,278 | 518 | 0.04% | 0.04% | 16 | -97 | -4.08% | Q1 2026 | Apr 01, 2026 |
| WOODSTOCK CORP | History | No change | 2,029 | 461 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 1,567 | 356 | 0.32% | — | 18 | +1,567 | New | Q1 2026 | May 05, 2026 |
| PUZO MICHAEL J | History | No change | 1,442 | 327 | 0.1% | 0.09% | 19 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | New | 1,290 | 293 | 0.02% | — | 20 | +1,290 | New | Q1 2026 | May 19, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 965 | 219 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McMillan Office, Inc. | History | No change | 843 | 191 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Oakworth Capital, Inc. | History | No change | 643 | 146 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Estabrook Capital Management | History | Added to | 615 | 139 | 0.02% | 0.02% | 24 | +89 | 16.92% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 561 | 128 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 33,351 | 83 | 0.02% | 0.02% | 26 | +1,484 | 4.66% | Q1 2026 | Apr 21, 2026 |
| Motiv8 Investments LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -12,422 | -100.0% | Q1 2026 | May 01, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,021 | -100.0% | Q1 2026 | May 01, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.14% | — | -2,566 | -100.0% | Q1 2026 | May 08, 2026 |
| TOWER BRIDGE ADVISORS | History | Closed out | 0 | 0 | — | 0.02% | — | -1,013 | -100.0% | Q1 2026 | May 12, 2026 |
| Hemenway Trust Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -903 | -100.0% | Q1 2026 | May 07, 2026 |