Fidelity Asset Manager 50%FASMX

13F holders, Q1 2026 (March 31)
2holders
0new positions
0sold out
$21.74avg. 13F price*

At the end of Q1 2026, 2 institutions reported holding Fidelity Asset Manager 50% (FASMX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($356K) and Coston, McIsaac & Partners ($23K).

Company
Fidelity Asset Manager 50%
CUSIP
316069103
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 270 shares sold, net −270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Neville Rodie & Shaw Inc. 0.03% Reduce -1.6% 16,365 $356K
Coston, McIsaac & Partners 0.01% No change 1,067 $23K

"% of holder's portfolio" is FASMX's weight in each manager's 13F, not the share of Fidelity Asset Manager 50% the manager owns.