FB

Fidelity Balanced Fund | FBALX

Mutual Fund
FIDELITY PURITAN TRUST
Last update 2025-06-16 302 Stocks (48 new)
Value $36.59 Bil Turnover 14 %
Countries:
Top Holdings: AAPL(7.82%)NVDA(6.89%)MSFT(6.17%)AMZN(4.68%)GOOGL(3.89%)
Summary Stock Picks Current Portfolio
Fidelity Balanced Fund Top Holdings of 2025-02-28 View Full List
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
+7.35%
-15.47%
3,154,147.7
Hardware
NVDA
NVIDIA Corp
20,176,930
2,520,502.1
-0.38%
6.890
-0.03%
0.080
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
5,687,355
2,257,823.1
-23.86%
6.170
-1.99%
0.080
+38.94%
+21.47%
3,790,969.0
Software
AMZN
Amazon.com Inc
8,075,372
1,714,240.0
-0.69%
4.680
-0.03%
0.080
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
GOOGL
Alphabet Inc
8,368,092
1,424,918.7
-5.78%
3.890
-0.23%
0.070
+22.57%
-2.01%
2,250,461.0
Interactive Media
META
Meta Platforms Inc
1,684,340
1,125,476.0
-12.02%
3.080
-0.35%
0.070
+40.55%
+20.48%
1,770,790.4
Interactive Media
XOM
Exxon Mobil Corp
5,074,145
564,904.6
+0.31%
1.540
0%
0.120
+1.72%
+2.01%
464,449.8
Oil & Gas
TSLA
Tesla Inc
1,668,358
488,795.5
+0.01%
1.340
0%
0.050
+36.57%
-18.37%
1,061,788.2
Vehicles & Parts
BSX
Boston Scientific Corp
4,375,448
454,127.8
-8.08%
1.240
-0.09%
0.300
+8.96%
+16.03%
153,329.8
Medical Devices & Instruments
LLY
Eli Lilly and Co
487,619
448,916.7
-26.22%
1.230
-0.36%
0.050
-7.94%
+0.34%
692,791.6
Drug Manufacturers

Fidelity Balanced Fund's Historical Top Holdings Breakdowns

Fidelity Balanced Fund's Top Stock Picks View Full List
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
$211.18
-12.35%
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
$510.05
19.79%
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
$68.05
12.18%
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
$262.38
-21.46%
Sold Out
0
-1,167,302
ADBE
Adobe Inc
2025-02-28
Sold Out
Sold Out
-0.94%
●
405.92 ($455.53) 552.96
$365.79
-19.70%
Sold Out
0
-687,623
ADI
Analog Devices Inc
2025-02-28
New Buy
New Buy
+0.91%
●
203.46 ($217.22) 243.82
$241.85
11.34%
New holding
1,440,521
1,440,521
AVGO
Broadcom Inc
2025-02-28
Add
Add
+0.78%
●
162.08 ($218.2) 250
$283.34
29.85%
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
$111.78
1.04%
New holding
2,766,976
2,766,976
ABBV
AbbVie Inc
2025-02-28
Add
Add
+0.58%
●
169.2 ($182.55) 209.03
$189.26
3.68%
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
$355.40
-30.37%
New holding
417,127
417,127

Fidelity Balanced Fund Total Holding History ($B)

To

Fidelity Balanced Fund's Asset Allocation

To

Fidelity Balanced Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fidelity Balanced Fund's Hypothetical Growth since 2025-02-28

Fidelity Balanced Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Fidelity Balanced Fund's Holdings Heat Map

Size field:

Fidelity Balanced Fund's Holdings Bubble Chart

Fidelity Balanced Fund News

  • 1

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