Tech Stocks With Heaviest Positions in Fidelity’s Q3 Portfolio

Wall St. Watchdog reveals information regarding Fidelity’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 515 stocks in the Technology sector at the end of the quarter with an aggregate market value of $99.046 billion.

  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011 reported holding 49,808,746 shares with a market value of $16,719,302,439. This comprised 3.16% of the total portfolio. On 09/30/2011 reported holding 51,500,993 shares with a market value of $19,638,359,028. This comprised 4.53% of the total portfolio. The net change in shares for this position over the two quarters is 1,692,247. About Company: Apple Inc. designs, manufactures, and markets personal computers and related personal computing and mobile communication devices along with a variety of related software, services, peripherals, and networking solutions. The Company sells its products worldwide through its online stores, its retail stores, its direct sales force, third-party wholesalers, and resellers.
  • Google Inc. (NASDAQ:GOOG): On 06/30/2011 reported holding 16,540,629 shares with a market value of $8,375,843,794. This comprised 1.59% of the total portfolio. On 09/30/2011 reported holding 17,379,087 shares with a market value of $8,950,924,587. This comprised 2.06% of the total portfolio. The net change in shares for this position over the two quarters is 838,458. About Company: Google Inc. is a global technology company that provides a web based search engine through its website. The Company offers a wide range of search options, including web, image, groups, directory, and news searches.
  • Oracle Corp. (NASDAQ:ORCL): On 06/30/2011 reported holding 138,645,377 shares with a market value of $4,562,819,336. This comprised 0.86% of the total portfolio. On 09/30/2011 reported holding 123,974,072 shares with a market value of $3,563,014,801. This comprised 0.82% of the total portfolio. The net change in shares for this position over the two quarters is -14,671,305. About Company: Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle’s software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.
  • Qualcomm Incorporated (NASDAQ:QCOM): On 06/30/2011 reported holding 67,718,772 shares with a market value of $3,845,749,124. This comprised 0.73% of the total portfolio. On 09/30/2011 reported holding 67,314,789 shares with a market value of $3,273,518,261. This comprised 0.75% of the total portfolio. The net change in shares for this position over the two quarters is -403,983. About Company: QUALCOMM, Inc. develops and manufactures digital wireless communications equipment. The Company licenses its Code Division Multiple Access (CDMA) intellectual property to other companies, and produces CDMA-based integrated circuits; equipment and software used to track workers and assets; software for wireless content enablement; and offers services to deliver multimedia content.
  • Microsoft Corporation (NASDAQ:MSFT): On 06/30/2011 reported holding 83,957,541 shares with a market value of $2,182,896,066. This comprised 0.41% of the total portfolio. On 09/30/2011 reported holding 131,427,088 shares with a market value of $3,271,220,140. This comprised 0.75% of the total portfolio. The net change in shares for this position over the two quarters is 47,469,547. About Company: Microsoft Corporation develops, manufactures, licenses, sells, and supports software products. The Company offers operating system software, server application software, business and consumer applications software, software development tools, and Internet and intranet software. Microsoft also develops video game consoles and digital music entertainment devices.
  • Salesforce.com (NYSE:CRM): On 06/30/2011 reported holding 18,853,299 shares with a market value of $2,808,764,404. This comprised 0.53% of the total portfolio. On 09/30/2011 reported holding 20,491,606 shares with a market value of $2,341,780,709. This comprised 0.54% of the total portfolio. The net change in shares for this position over the two quarters is 1,638,307. About Company: Salesforce.com, Inc. provides software on demand. The Company supplies a customer relationship management service to businesses worldwide providing a technology platform for customers and developers to build and run business applications. Clients use Salesforce.com to manage their customer, sales and operational data.
  • Cognizant Technology Solutions Corp. (NASDAQ:CTSH): On 06/30/2011 reported holding 25,385,100 shares with a market value of $1,861,743,141. This comprised 0.35% of the total portfolio. On 09/30/2011 reported holding 30,925,867 shares with a market value of $1,939,051,884. This comprised 0.45% of the total portfolio. The net change in shares for this position over the two quarters is 5,540,767. About Company: Cognizant Technology Solutions Corporation provides custom Information Technology (NYSE:IT) consulting and technology services as well as outsourcing services. The Company’s core competencies include technology strategy consulting, complex systems development, enterprise software package implementation and maintenance, data warehousing and business intelligence.
  • International Business Machines (NYSE:IBM): On 06/30/2011 reported holding 10,314,958 shares with a market value of $1,769,531,076. This comprised 0.33% of the total portfolio. On 09/30/2011 reported holding 9,022,987 shares with a market value of $1,577,849,693. This comprised 0.36% of the total portfolio. The net change in shares for this position over the two quarters is -1,291,971. About Company: International Business Machines Corporation provides computer solutions through the use of advanced information technology. The Company’s solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.
  • Cisco Systems Inc. (NASDAQ:CSCO): On 06/30/2011 reported holding 65,215,191 shares with a market value of $1,018,009,109. This comprised 0.19% of the total portfolio. On 09/30/2011 reported holding 93,963,370 shares with a market value of $1,456,432,235. This comprised 0.34% of the total portfolio. The net change in shares for this position over the two quarters is 28,748,179. About Company: Cisco Systems, Inc. supplies data networking products for the Internet. The Company’s Internet Protocol-based networking solutions are installed at corporations, public institutions and telecommunication companies worldwide. The Company’s solutions transport data, voice, and video within buildings, across campuses, and around the world.
  • American Tower Corp. (NYSE:AMT): On 06/30/2011 reported holding 17,252,117 shares with a market value of $902,803,314. This comprised 0.17% of the total portfolio. On 09/30/2011 reported holding 24,574,784 shares with a market value of $1,322,123,360. This comprised 0.3% of the total portfolio. The net change in shares for this position over the two quarters is 7,322,667. About Company: American Tower Corporation owns, operates, and develops wireless communications and broadcast towers in the United States. The Company leases antennae sites on multi-tenant towers for a diverse range of wireless communications industries, including personal communications services, paging, and cellular. American Tower also offers a variety of network development services.

(Note: Data regarding Fidelity’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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