LongBAJun 2026
The Boeing Company
Fidelity views commercial aerospace as one of the few cyclical end markets where production remains below pre-pandemic levels despite a strong recovery in air travel. Boeing is a…
Fidelity Dividend Growth Fund
Diversified large-cap core equity strategy investing in companies with sustainable dividend growth, quality fundamentals, attractive valuation and accelerating capital returns.$11.9B AUM6 published ideas
Fidelity Dividend Growth Fund seeks capital appreciation through a diversified portfolio of primarily large- and mid-cap equities. The strategy compares price with fundamental value and treats business quality as an important component of valuation. It favors companies capable of sustainably paying and growing dividends over time.
Ideas from Fidelity Dividend Growth Fund
LongWDCJun 2026
Western Digital Corporation
Fidelity holds Western Digital as a meaningful overweight and sees AI as a powerful driver of storage demand. The company reported better-than-expected quarterly results…
LongSTXJun 2026
Seagate Technology Holdings plc
Seagate is one of the two dominant global hard-disk-drive manufacturers and is a large fund overweight. AI-capable data centers are creating very strong demand for HDD storage…
LongALSNJun 2026
Allison Transmission Holdings, Inc.
Allison Transmission is a meaningful overweight benefiting from accelerating industrial activity. Fidelity sees federal infrastructure spending and onshoring as supportive demand…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor is Fidelity's largest active position and a central expression of its AI investment theme. The fund believes breakthroughs in large-language, transformer and…
Long000660.KSJun 2026
SK hynix Inc.
SK hynix is an out-of-benchmark semiconductor position benefiting directly from the AI memory cycle. Record revenue and strong first-quarter results reinforced Fidelity's view…
Letters covered
- Q2 2026 Quarterly Fund ReviewJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.