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← Fidelity (FMR LLC), its record

Fidelity (FMR LLC) and Capital Research Global Investors: where the books meet

At Q2 2026, at least 47% of the two 13F books was the same, across 208 stocks both listed, against 28% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%24%48%Q2 2013: 28%, 165 in bothQ3 2013: 29%, 166 in bothQ4 2013: 31%, 169 in bothQ1 2014: 31%, 167 in both14Q2 2014: 29%, 173 in bothQ3 2014: 31%, 178 in bothQ4 2014: 30%, 191 in bothQ1 2015: 27%, 184 in both15Q2 2015: 28%, 183 in bothQ3 2015: 29%, 180 in bothQ4 2015: 29%, 175 in bothQ1 2016: 29%, 176 in both16Q2 2016: 29%, 179 in bothQ3 2016: 29%, 173 in bothQ4 2016: 32%, 185 in bothQ1 2017: 32%, 195 in both17Q2 2017: 34%, 197 in bothQ3 2017: 33%, 189 in bothQ4 2017: 32%, 183 in bothQ1 2018: 34%, 185 in both18Q2 2018: 36%, 183 in bothQ3 2018: 37%, 187 in bothQ4 2018: 37%, 184 in bothQ1 2019: 36%, 179 in both19Q2 2019: 37%, 187 in bothQ3 2019: 37%, 186 in bothQ4 2019: 37%, 182 in bothQ1 2020: 39%, 174 in both20Q2 2020: 38%, 182 in bothQ3 2020: 38%, 180 in bothQ4 2020: 36%, 189 in bothQ1 2021: 36%, 193 in both21Q2 2021: 37%, 193 in bothQ3 2021: 38%, 195 in bothQ4 2021: 38%, 192 in bothQ1 2022: 38%, 196 in both22Q2 2022: 37%, 187 in bothQ3 2022: 37%, 194 in bothQ4 2022: 36%, 206 in bothQ1 2023: 38%, 204 in both23Q2 2023: 40%, 204 in bothQ3 2023: 41%, 204 in bothQ4 2023: 42%, 197 in bothQ1 2024: 42%, 203 in both24Q2 2024: 46%, 209 in bothQ3 2024: 45%, 204 in bothQ4 2024: 46%, 208 in bothQ1 2025: 44%, 214 in both25Q2 2025: 46%, 208 in bothQ3 2025: 48%, 213 in bothQ4 2025: 48%, 212 in bothQ1 2026: 48%, 235 in both26Q2 2026: 47%, 208 in both
  • Q2 2013: 28%, 165 in both
  • Q3 2013: 29%, 166 in both
  • Q4 2013: 31%, 169 in both
  • Q1 2014: 31%, 167 in both
  • Q2 2014: 29%, 173 in both
  • Q3 2014: 31%, 178 in both
  • Q4 2014: 30%, 191 in both
  • Q1 2015: 27%, 184 in both
  • Q2 2015: 28%, 183 in both
  • Q3 2015: 29%, 180 in both
  • Q4 2015: 29%, 175 in both
  • Q1 2016: 29%, 176 in both
  • Q2 2016: 29%, 179 in both
  • Q3 2016: 29%, 173 in both
  • Q4 2016: 32%, 185 in both
  • Q1 2017: 32%, 195 in both
  • Q2 2017: 34%, 197 in both
  • Q3 2017: 33%, 189 in both
  • Q4 2017: 32%, 183 in both
  • Q1 2018: 34%, 185 in both
  • Q2 2018: 36%, 183 in both
  • Q3 2018: 37%, 187 in both
  • Q4 2018: 37%, 184 in both
  • Q1 2019: 36%, 179 in both
  • Q2 2019: 37%, 187 in both
  • Q3 2019: 37%, 186 in both
  • Q4 2019: 37%, 182 in both
  • Q1 2020: 39%, 174 in both
  • Q2 2020: 38%, 182 in both
  • Q3 2020: 38%, 180 in both
  • Q4 2020: 36%, 189 in both
  • Q1 2021: 36%, 193 in both
  • Q2 2021: 37%, 193 in both
  • Q3 2021: 38%, 195 in both
  • Q4 2021: 38%, 192 in both
  • Q1 2022: 38%, 196 in both
  • Q2 2022: 37%, 187 in both
  • Q3 2022: 37%, 194 in both
  • Q4 2022: 36%, 206 in both
  • Q1 2023: 38%, 204 in both
  • Q2 2023: 40%, 204 in both
  • Q3 2023: 41%, 204 in both
  • Q4 2023: 42%, 197 in both
  • Q1 2024: 42%, 203 in both
  • Q2 2024: 46%, 209 in both
  • Q3 2024: 45%, 204 in both
  • Q4 2024: 46%, 208 in both
  • Q1 2025: 44%, 214 in both
  • Q2 2025: 46%, 208 in both
  • Q3 2025: 48%, 213 in both
  • Q4 2025: 48%, 212 in both
  • Q1 2026: 48%, 235 in both
  • Q2 2026: 47%, 208 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockFidelity (FMR LLC)Capital Research Global Investors
Nvidia Corp(NVDA)8.9%Added5.7%Added
Amazon Com Inc(AMZN)3.8%Added4.0%Added
Alphabet Inc(GOOGL)3.9%Added3.1%Added
Microsoft Corp(MSFT)3.0%Trimmed4.9%Trimmed
Apple Inc(AAPL)4.1%Added2.4%Trimmed
Broadcom Inc(AVGO)2.4%Added6.0%Trimmed
Facebook Inc(META)2.3%Trimmed3.1%Added
Alphabet Inc(GOOG)1.9%Added2.1%Added
Lilly Eli & Co(LLY)1.5%Added3.5%Trimmed
General Electric Co(GE)0.8%Trimmed1.6%Trimmed
Taiwan Semiconductor MFG LTD(TSM)1.2%Trimmed0.7%Added
Exxon Mobil Corp(XOM)0.8%Trimmed0.6%Trimmed
Micron Technology Inc(MU)1.3%Trimmed0.6%Trimmed
Intel Corp(INTC)0.6%Added1.4%Trimmed
Wells Fargo & Co New(WFC)0.5%Trimmed0.9%Added
Amphenol Corp New(APH)0.5%Trimmed0.7%Added
Mastercard Inc(MA)0.5%Trimmed0.8%Trimmed
Unitedhealth Group Inc(UNH)0.5%Added0.6%Trimmed
Tesla MTRS Inc(TSLA)0.7%Added0.5%Trimmed
Netflix Inc(NFLX)0.4%Trimmed0.7%Added

and 188 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Apple Inc(AAPL)Fidelity (FMR LLC) added; Capital Research Global Investors trimmed
  • Broadcom Inc(AVGO)Fidelity (FMR LLC) added; Capital Research Global Investors trimmed
  • Facebook Inc(META)Fidelity (FMR LLC) trimmed; Capital Research Global Investors added
  • Lilly Eli & Co(LLY)Fidelity (FMR LLC) added; Capital Research Global Investors trimmed
  • Taiwan Semiconductor MFG LTD(TSM)Fidelity (FMR LLC) trimmed; Capital Research Global Investors added
  • Tesla MTRS Inc(TSLA)Fidelity (FMR LLC) added; Capital Research Global Investors trimmed
  • Applied Matls Inc(AMAT)Fidelity (FMR LLC) added; Capital Research Global Investors trimmed
  • Advanced Micro Devices Inc(AMD)Fidelity (FMR LLC) added; Capital Research Global Investors trimmed
  • Lam Research Corp(LRCX)Fidelity (FMR LLC) added; Capital Research Global Investors trimmed
  • Intel Corp(INTC)Fidelity (FMR LLC) added; Capital Research Global Investors trimmed
  • Wells Fargo & Co New(WFC)Fidelity (FMR LLC) trimmed; Capital Research Global Investors added
  • Amphenol Corp New(APH)Fidelity (FMR LLC) trimmed; Capital Research Global Investors added
Fidelity (FMR LLC): the recordCapital Research Global Investors: the record

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