SEC 13F Intelligence

FLPSXFIDELITY LOW-PRICED STOCK

CUSIP 316345305 · Yahoo Finance ↗ · Google Finance ↗

Fidelity Low-Priced Stock (FLPSX) has 2 institutional holders in Filings Flow’s 13F database, together reporting 28 shares worth $1,162 as of Q1 2026. The largest reported holders are Garton & Associates Financial Advisors LLC, Kelleher Financial Advisors, and Financial Gravity Asset Management, Inc..

Institutional Holders
2
Q1 2026
Reported Value
$1,162
Ticker
FLPSX
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 8Q2 ’19Q3 ’19: 7Q4 ’19: 8Q1 ’20: 5Q2 ’20: 3Q2 ’20Q3 ’20: 3Q4 ’20: 2Q1 ’21: 2Q2 ’21: 3Q2 ’21Q3 ’21: 3Q4 ’21: 6Q1 ’22: 4Q2 ’22: 4Q2 ’22Q3 ’22: 4Q4 ’22: 4Q1 ’23: 2Q2 ’23: 2Q2 ’23Q3 ’23: 1Q4 ’23: 2Q1 ’24: 1Q2 ’24: 2Q2 ’24Q3 ’24: 1Q4 ’24: 1Q1 ’25: 1Q2 ’25: 1Q2 ’25Q3 ’25: 2Q4 ’25: 4Q1 ’26: 2filingsflow.com
Total reported value
Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ4 ’19: $3MQ1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $1MQ4 ’20: $236,000Q1 ’21: $268,000Q2 ’21: $514,000Q2 ’21Q3 ’21: $648,000Q4 ’21: $952,727Q1 ’22: $895,921Q2 ’22: $856,275Q2 ’22Q3 ’22: $528,612Q4 ’22: $602,060Q1 ’23: $271,075Q2 ’23: $383,873Q2 ’23Q3 ’23: $279,635Q4 ’23: $284,382Q1 ’24: $177,068Q2 ’24: $199,307Q2 ’24Q3 ’24: $44Q4 ’24: $41Q1 ’25: $40Q2 ’25: $44Q2 ’25Q3 ’25: $1,134Q4 ’25: $193,177Q1 ’26: $1,162filingsflow.com

Holders

Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Garton & Associates Financial Advisors LLC$122M AUM0.07%$129,4883.1KQ4 2025OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$62,5381.5KQ4 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$1,12027Q1 2026
Estabrook Capital Management$685M AUM0.00%$421Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.