Fmr Llc Investment Changes in Q2 2026

Fmr Llc, the investment management arm of Franklin Templeton, reported significant changes to its holdings during the second quarter of 2026.

By Insiderset.Aug 16, 2026, 1:00 AM
Fmr Llc Investment Changes in Q2 2026

As of June 30th, 2026, Fmr Llc's portfolio stood at approximately $2.19 trillion in value. The investment company recently disclosed specific adjustments made to its holdings during this quarter.

Purchase Highlights

Fmr Llc demonstrated active buying across several sectors:

  • NVIDIA Corporation (NVDA) saw a substantial increase in its position, with shares rising by approximately 3.24%.
  • VIATRIS INC (VTRS), classified under Healthcare, experienced an enormous jump of over 80 million shares, representing a staggering increase in its holdings by more than 482%.
  • Technology: In addition to NVDA, Fmr Llc also increased stakes in other tech giants like INTEL CORP (INTC), KLA CORP (KLAC), and others, as detailed in their filing.
  • Healthcare: The company notably added to its holdings of VIATRIS INC (VTRS). Furthermore, Fmr Llc disclosed interest in other healthcare stocks like AMD, though no change was reported for AMD this quarter.
  • Communication Services: New positions were initiated or significantly increased in companies such as NETFLIX INC. (NFLX), META PLATFORMS INC (META), and SNAP INC (SNAP).
  • Consumer Cyclical: Fmr Llc increased its stake in CARVANA CO (CVNA), a significant addition to this sector.
  • Financial Services: The filing indicates interest in other financial services companies, including one with the ticker symbol AMD, though specific changes weren't provided for all cases.

Sales and Reductions

Fmr Llc also strategically reduced or sold some of its holdings during Q2 2026:

  • MARVELL TECHNOLOGY INC (MRVL) experienced a significant reduction in its position, with shares decreasing by approximately 56.62%.
  • Technology: Besides MRVL, the company sold or reduced stakes in several other technology firms including MICRON TECHNOLOGY INC (MU), which saw a reduction of about 16.65%, and Nokia (NOK) with an approximate decrease of 30.13%.
  • Healthcare: Boston Scientific Corporation (BSX) was sold almost entirely, leaving Fmr Llc's position at zero shares after the quarter.
  • Communication Services: The company reduced its stake in Roblox (RBLX) by approximately 71.01% and sold out of B2GOLD Corporation (BTG).
  • Consumer Defensive: Fmr Llc also reduced its position in Kenon Holdings (KVUE), which experienced a decrease.

The overall portfolio shows that Fmr Llc holds 4,637 positions and maintains diversification across various sectors. The top five holdings account for about 23.68% of the total value as of June 30th, 2026.