FB
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Fidelity Balanced Fund | FBALXMutual Fund | |
FIDELITY PURITAN TRUST | |
Last update 2025-06-16 | 302 Stocks (48 new) |
Value $36.59 Bil | Turnover 14 % |
Fidelity Balanced Fund Top Holdings of 2025-02-28
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 11,839,351 | 2,863,228.6 | +37.51% | 7.820 | +2.13% | 0.080 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
NVDA | NVIDIA Corp | 20,176,930 | 2,520,502.1 | -0.38% | 6.890 | -0.03% | 0.080 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
MSFT | Microsoft Corp | 5,687,355 | 2,257,823.1 | -23.86% | 6.170 | -1.99% | 0.080 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AMZN | Amazon.com Inc | 8,075,372 | 1,714,240.0 | -0.69% | 4.680 | -0.03% | 0.080 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 8,368,092 | 1,424,918.7 | -5.78% | 3.890 | -0.23% | 0.070 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
META | Meta Platforms Inc | 1,684,340 | 1,125,476.0 | -12.02% | 3.080 | -0.35% | 0.070 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
XOM | Exxon Mobil Corp | 5,074,145 | 564,904.6 | +0.31% | 1.540 | 0% | 0.120 | +3.33% | +4.06% | 473,758.6 | Oil & Gas | |
TSLA | Tesla Inc | 1,668,358 | 488,795.5 | +0.01% | 1.340 | 0% | 0.050 | +32.63% | -17.65% | 1,071,161.2 | Vehicles & Parts | |
BSX | Boston Scientific Corp | 4,375,448 | 454,127.8 | -8.08% | 1.240 | -0.09% | 0.300 | +8.94% | +20.64% | 159,425.1 | Medical Devices & Instruments | |
LLY | Eli Lilly and Co | 487,619 | 448,916.7 | -26.22% | 1.230 | -0.36% | 0.050 | -3.48% | +3.87% | 717,192.0 | Drug Manufacturers |
Fidelity Balanced Fund's Historical Top Holdings Breakdowns
Fidelity Balanced Fund's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-02-28 | Add Add | +2.13% | 222.64 ($240.93) 259.02 | $214.15 | -11.12% | Add 37.51% | 11,839,351 | 3,229,792 | |
MSFT | Microsoft Corp | 2025-02-28 | Reduce Reduce | -1.99% | 392.53 ($425.78) 454.46 | $505.87 | 18.81% | Reduce -23.86% | 5,687,355 | -1,782,000 | |
CSCO | Cisco Systems Inc | 2025-02-28 | New Buy New Buy | +1.20% | 57.53 ($60.66) 64.87 | $68.62 | 13.12% | New holding | 6,834,825 | 6,834,825 | |
CRM | Salesforce Inc | 2025-02-28 | Sold Out Sold Out | -1.02% | 294.9 ($334.08) 367.87 | $267.22 | -20.01% | Sold Out | 0 | -1,167,302 | |
ADBE | Adobe Inc | 2025-02-28 | Sold Out Sold Out | -0.94% | 405.92 ($455.53) 552.96 | $372.46 | -18.24% | Sold Out | 0 | -687,623 | |
ADI | Analog Devices Inc | 2025-02-28 | New Buy New Buy | +0.91% | 203.46 ($217.22) 243.82 | $228.08 | 5.00% | New holding | 1,440,521 | 1,440,521 | |
AVGO | Broadcom Inc | 2025-02-28 | Add Add | +0.78% | 162.08 ($218.2) 250 | $283.69 | 30.01% | Add 229.7% | 2,056,871 | 1,433,015 | |
ANET | Arista Networks Inc | 2025-02-28 | New Buy New Buy | +0.70% | 91.57 ($110.63) 129.82 | $113.04 | 2.18% | New holding | 2,766,976 | 2,766,976 | |
ABBV | AbbVie Inc | 2025-02-28 | Add Add | +0.58% | 169.2 ($182.55) 209.03 | $190.55 | 4.38% | Add 94.28% | 2,083,642 | 1,011,162 | |
IT | Gartner Inc | 2025-02-28 | New Buy New Buy | +0.57% | 481.22 ($510.43) 548.38 | $357.98 | -29.87% | New holding | 417,127 | 417,127 |
Fidelity Balanced Fund Total Holding History ($B)
Fidelity Balanced Fund's Asset Allocation
Fidelity Balanced Fund Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Top Ranked Articles
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Fidelity Balanced Fund's Hypothetical Growth since 2025-02-28
Fidelity Balanced Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Fidelity Balanced Fund's Holdings Heat Map
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Fidelity Balanced Fund's Holdings Bubble Chart
Fidelity Balanced Fund News
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