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← Fidelity (FMR LLC), its record

Fidelity (FMR LLC) and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 48% of the two 13F books was the same, across 250 stocks both listed, against 39% 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%49%Q2 2013: 39%, 254 in bothQ3 2013: 38%, 257 in bothQ4 2013: 38%, 247 in bothQ1 2014: 39%, 255 in both14Q2 2014: 39%, 246 in bothQ3 2014: 39%, 250 in bothQ4 2014: 39%, 247 in bothQ1 2015: 39%, 243 in both15Q2 2015: 39%, 239 in bothQ3 2015: 39%, 248 in bothQ4 2015: 39%, 250 in bothQ1 2016: 39%, 254 in both16Q2 2016: 39%, 256 in bothQ3 2016: 40%, 261 in bothQ4 2016: 39%, 254 in bothQ1 2017: 39%, 259 in both17Q2 2017: 40%, 265 in bothQ3 2017: 40%, 271 in bothQ4 2017: 40%, 269 in bothQ1 2018: 39%, 264 in both18Q2 2018: 39%, 258 in bothQ3 2018: 39%, 263 in bothQ4 2018: 39%, 250 in bothQ1 2019: 39%, 253 in both19Q2 2019: 39%, 241 in bothQ3 2019: 39%, 253 in bothQ4 2019: 39%, 245 in bothQ1 2020: 41%, 257 in both20Q2 2020: 39%, 241 in bothQ3 2020: 39%, 235 in bothQ4 2020: 38%, 237 in bothQ1 2021: 37%, 235 in both21Q2 2021: 37%, 222 in bothQ3 2021: 38%, 228 in bothQ4 2021: 39%, 227 in bothQ1 2022: 39%, 227 in both22Q2 2022: 40%, 235 in bothQ3 2022: 41%, 241 in bothQ4 2022: 41%, 246 in bothQ1 2023: 42%, 249 in both23Q2 2023: 44%, 253 in bothQ3 2023: 43%, 247 in bothQ4 2023: 43%, 248 in bothQ1 2024: 45%, 251 in both24Q2 2024: 47%, 257 in bothQ3 2024: 46%, 246 in bothQ4 2024: 46%, 239 in bothQ1 2025: 45%, 245 in both25Q2 2025: 48%, 256 in bothQ3 2025: 49%, 256 in bothQ4 2025: 48%, 252 in bothQ1 2026: 47%, 259 in both26Q2 2026: 48%, 250 in both
  • Q2 2013: 39%, 254 in both
  • Q3 2013: 38%, 257 in both
  • Q4 2013: 38%, 247 in both
  • Q1 2014: 39%, 255 in both
  • Q2 2014: 39%, 246 in both
  • Q3 2014: 39%, 250 in both
  • Q4 2014: 39%, 247 in both
  • Q1 2015: 39%, 243 in both
  • Q2 2015: 39%, 239 in both
  • Q3 2015: 39%, 248 in both
  • Q4 2015: 39%, 250 in both
  • Q1 2016: 39%, 254 in both
  • Q2 2016: 39%, 256 in both
  • Q3 2016: 40%, 261 in both
  • Q4 2016: 39%, 254 in both
  • Q1 2017: 39%, 259 in both
  • Q2 2017: 40%, 265 in both
  • Q3 2017: 40%, 271 in both
  • Q4 2017: 40%, 269 in both
  • Q1 2018: 39%, 264 in both
  • Q2 2018: 39%, 258 in both
  • Q3 2018: 39%, 263 in both
  • Q4 2018: 39%, 250 in both
  • Q1 2019: 39%, 253 in both
  • Q2 2019: 39%, 241 in both
  • Q3 2019: 39%, 253 in both
  • Q4 2019: 39%, 245 in both
  • Q1 2020: 41%, 257 in both
  • Q2 2020: 39%, 241 in both
  • Q3 2020: 39%, 235 in both
  • Q4 2020: 38%, 237 in both
  • Q1 2021: 37%, 235 in both
  • Q2 2021: 37%, 222 in both
  • Q3 2021: 38%, 228 in both
  • Q4 2021: 39%, 227 in both
  • Q1 2022: 39%, 227 in both
  • Q2 2022: 40%, 235 in both
  • Q3 2022: 41%, 241 in both
  • Q4 2022: 41%, 246 in both
  • Q1 2023: 42%, 249 in both
  • Q2 2023: 44%, 253 in both
  • Q3 2023: 43%, 247 in both
  • Q4 2023: 43%, 248 in both
  • Q1 2024: 45%, 251 in both
  • Q2 2024: 47%, 257 in both
  • Q3 2024: 46%, 246 in both
  • Q4 2024: 46%, 239 in both
  • Q1 2025: 45%, 245 in both
  • Q2 2025: 48%, 256 in both
  • Q3 2025: 49%, 256 in both
  • Q4 2025: 48%, 252 in both
  • Q1 2026: 47%, 259 in both
  • Q2 2026: 48%, 250 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)Wellington Management Group LLP
Nvidia Corp(NVDA)8.9%Added4.2%Trimmed
Microsoft Corp(MSFT)3.0%Trimmed3.1%Trimmed
Apple Inc(AAPL)4.1%Added3.0%Trimmed
Alphabet Inc(GOOGL)3.9%Added2.7%Trimmed
Broadcom Inc(AVGO)2.4%Added3.4%Added
Amazon Com Inc(AMZN)3.8%Added2.3%Trimmed
Lilly Eli & Co(LLY)1.5%Added2.3%Trimmed
Alphabet Inc(GOOG)1.9%Added1.0%Added
Micron Technology Inc(MU)1.3%Trimmed1.0%Added
Tesla MTRS Inc(TSLA)0.7%Added0.7%Added
Facebook Inc(META)2.3%Trimmed0.7%Trimmed
Advanced Micro Devices Inc(AMD)0.6%Added0.9%Added
Visa Inc(V)0.6%Trimmed0.6%Trimmed
Kla-tencor Corp(KLAC)0.6%Added0.8%Added
Wells Fargo & Co New(WFC)0.5%Trimmed0.6%Trimmed
Mastercard Inc(MA)0.5%Trimmed1.1%Trimmed
Taiwan Semiconductor MFG LTD(TSM)1.2%Trimmed0.5%Trimmed
Unitedhealth Group Inc(UNH)0.5%Added0.8%Added
Amphenol Corp New(APH)0.5%Trimmed0.5%Added
General Electric Co(GE)0.8%Trimmed0.4%Added

and 230 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.

  • Nvidia Corp(NVDA)Fidelity (FMR LLC) added; Wellington Management Group LLP trimmed
  • Apple Inc(AAPL)Fidelity (FMR LLC) added; Wellington Management Group LLP trimmed
  • Alphabet Inc(GOOGL)Fidelity (FMR LLC) added; Wellington Management Group LLP trimmed
  • Amazon Com Inc(AMZN)Fidelity (FMR LLC) added; Wellington Management Group LLP trimmed
  • Lilly Eli & Co(LLY)Fidelity (FMR LLC) added; Wellington Management Group LLP trimmed
  • Micron Technology Inc(MU)Fidelity (FMR LLC) trimmed; Wellington Management Group LLP added
  • General Electric Co(GE)Fidelity (FMR LLC) trimmed; Wellington Management Group LLP added
  • SanDisk Corp(SNDK)Fidelity (FMR LLC) trimmed; Wellington Management Group LLP added
  • Western Digital Corp(WDC)Fidelity (FMR LLC) trimmed; Wellington Management Group LLP added
  • Amphenol Corp New(APH)Fidelity (FMR LLC) trimmed; Wellington Management Group LLP added
  • Cisco Sys Inc(CSCO)Fidelity (FMR LLC) added; Wellington Management Group LLP trimmed
  • Applovin Corp(APP)Fidelity (FMR LLC) added; Wellington Management Group LLP trimmed
Fidelity (FMR LLC): the recordWellington Management Group LLP: the record

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