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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | No change | 17,321 | 3,939 | 0.14% | 0.14% | 1 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 12,422 | 2,824 | 0.24% | 0.26% | 2 | 0 | 0.0% | Q1 2026 | Apr 23, 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 |
| Coston, McIsaac & Partners | History | No change | 3,796 | 863 | 0.19% | 0.21% | 5 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 3,720 | 845 | 0.13% | 0.13% | 6 | +130 | 3.62% | Q1 2026 | Apr 07, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 3,475 | 790 | 0.04% | 0.03% | 7 | +704 | 25.41% | Q1 2026 | Apr 13, 2026 |
| GRACE & WHITE INC /NY | History | No change | 3,169 | 720 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | No change | 2,940 | 668 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 2,278 | 518 | 0.04% | 0.04% | 10 | -97 | -4.08% | Q1 2026 | Apr 01, 2026 |
| WOODSTOCK CORP | History | No change | 2,029 | 461 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| McMillan Office, Inc. | History | No change | 843 | 191 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Oakworth Capital, Inc. | History | No change | 643 | 146 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 33,351 | 83 | 0.02% | 0.02% | 14 | +1,484 | 4.66% | Q1 2026 | Apr 21, 2026 |
| Sequent Asset Management, LLC | History | Closed out | 0 | 0 | — | 23.09% | — | -218,689 | -100.0% | Q4 2025 | Feb 10, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,021 | -100.0% | Q4 2025 | Jan 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,907 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,728 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,679 | -100.0% | Q4 2025 | Feb 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,179 | -100.0% | Q4 2025 | Feb 09, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.14% | — | -2,566 | -100.0% | Q4 2025 | Jan 20, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,317 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Mengis Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,312 | -100.0% | Q4 2025 | Mar 05, 2026 |
| PUZO MICHAEL J | History | Closed out | 0 | 0 | — | 0.09% | — | -1,442 | -100.0% | Q4 2025 | Feb 17, 2026 |
| TOWER BRIDGE ADVISORS | History | Closed out | 0 | 0 | — | 0.02% | — | -1,013 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -965 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Hemenway Trust Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -903 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -561 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Estabrook Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -526 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2 | -100.0% | Q4 2025 | Feb 13, 2026 |