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Holdings (Monthly) Guide ↗

Select Wireless Portfolio

· Fidelity Select Portfolios
Monthly Holdings $415M AUM 53 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 3 New 14 Added 31 Reduced 5 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 APPLE INC 037833100 Feb 2026 175,120 +13,500 $54.6M +28.0% 14.20% EC
2 MARVELL TECHNOLOGY INC 573874104 Feb 2026 187,700 +7,100 $38.5M +160.8% 10.00% EC
3 QUALCOMM INC 747525103 Feb 2026 138,850 +41,400 $34.9M +151.2% 9.06% EC
4 Fidelity Revere Street Trust 31635A303 Feb 2026 30,110,014 -15,413,404 $30.1M -33.9% 7.83% STIV
5 NOKIA CORP 654902204 Feb 2026 1,425,800 -162,100 $21.2M +72.6% 5.50% EC
6 VERIZON COMMUNICATIONS INC 92343V104 Feb 2026 411,801 +58,800 $19.7M +11.2% 5.12% EC
7 T-MOBILE US INC 872590104 Feb 2026 100,116 -3,700 $18.8M -16.7% 4.88% EC
8 AT and T INC 00206R102 Feb 2026 719,600 -35,900 $17.8M -15.7% 4.64% EC
9 MOTOROLA SOLUTIONS INC 620076307 Feb 2026 39,168 -2,000 $15.8M -20.4% 4.10% EC
10 AST SPACEMOBILE INC 00217D100 Feb 2026 103,500 -19,100 $11.7M +20.9% 3.05% EC
11 STMICROELECTRONICS NV 861012102 Feb 2026 167,100 -16,000 $11.6M +88.2% 3.01% EC
12 AMERICAN TOWER CORP 03027X100 Feb 2026 59,192 +2,400 $11.1M +1.6% 2.88% EC
13 ERICSSON 294821608 Feb 2026 647,100 -11,300 $8.5M +10.7% 2.20% EC
14 VODAFONE GRP PLC 92857W308 Feb 2026 456,981 -60,100 $6.8M -13.9% 1.78% EC
15 GLOBALSTAR INC 378973507 Feb 2026 80,773 -3,600 $6.8M +29.5% 1.77% EC
16 VIASAT INC 92552V100 Feb 2026 81,101 -18,700 $6.5M +43.1% 1.70% EC
17 ANTERIX INC 03676C100 Feb 2026 101,600 +27,100 $6.5M +136.5% 1.69% EC
18 CROWN CASTLE INC 22822V101 Feb 2026 67,001 -900 $6.1M +0.8% 1.59% EC
19 IRIDIUM COMMUNICATIONS INC 46269C102 Feb 2026 107,300 -27,100 $5.6M +72.6% 1.44% EC
20 ROGERS COMMUNICATIONS INC 775109200 Feb 2026 143,700 -10,200 $5.5M -9.7% 1.44% EC
21 BCE INC 05534B760 Feb 2026 215,400 -25,100 $5.4M -14.0% 1.41% EC
22 AMERICA MOVIL SAB DE CV 02390A101 Feb 2026 202,800 -7,300 $5.1M -5.8% 1.34% EC
23 SKYWORKS SOLUTIONS INC 83088M102 Feb 2026 56,200 +10,900 $4.4M +62.1% 1.14% EC
24 TELUS CORPORATION 87971M103 Feb 2026 346,200 -15,200 $4.3M -12.3% 1.13% EC
25 Fidelity Revere Street Trust 31635A105 Feb 2026 4,038,487 +2,865,819 $4.0M +244.4% 1.05% STIV
26 ALPHABET INC 02079K305 Feb 2026 10,300 +1,200 $3.9M +38.1% 1.02% EC
27 SBA COMMUNICATIONS CORP 78410G104 Feb 2026 18,900 -200 $3.8M -0.1% 1.00% EC
28 BLACKBERRY LTD 09228F103 Feb 2026 427,100 +259,400 $3.8M +572.7% 1.00% EC
29 CHUNGHWA TELECOM CO LTD 17133Q502 Feb 2026 83,200 -6,300 $3.6M -5.9% 0.95% EC
30 INTERDIGITAL INC 45867G101 Feb 2026 14,200 -500 $3.6M -33.6% 0.93% EC
31 MICRON TECHNOLOGY INC 595112103 Feb 2026 3,600 -700 $3.5M +97.1% 0.91% EC
32 SANDISK CORP/DE 80004C200 Feb 2026 2,000 -2,100 $3.4M +30.1% 0.88% EC
33 TAIWAN SEMICONDUCTOR MFG CO LTD 874039100 Feb 2026 7,300 +4,700 $3.1M +213.7% 0.79% EC
34 LIBERTY LATIN AMERICA LTD N/A Feb 2026 338,100 -39,500 $2.8M -7.5% 0.72% EC
35 TELEPHONE and DATA SYSTEMS INC 879433829 Feb 2026 68,800 -11,400 $2.7M -25.0% 0.70% EC
36 TELEFONICA BRASIL SA 87936R205 May 2026 185,900 NEW $2.4M 0.63% EC
37 VISTANCE NETWORKS INC 20337X109 Feb 2026 189,900 -10,300 $2.4M -32.6% 0.62% EC
38 ECHOSTAR CORP 278768106 Feb 2026 13,800 -15,300 $1.8M -47.0% 0.46% EC
39 DIGI INTERNATIONAL INC 253798102 Feb 2026 25,300 +6,200 $1.7M +81.2% 0.44% EC
40 NVIDIA CORP 67066G104 Feb 2026 7,500 +3,300 $1.6M +112.8% 0.41% EC
41 ORANGE N/A Feb 2026 72,300 NEW $1.5M 0.39% EC
42 MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 55405Y100 Feb 2026 4,000 -1,200 $1.5M +13.0% 0.38% EC
43 RINGCENTRAL INC 76680R206 Feb 2026 32,200 +7,400 $1.4M +54.3% 0.36% EC
44 NETGEAR INC 64111Q104 Feb 2026 48,400 -7,000 $1.3M +10.1% 0.33% EC
45 ZEGONA COMMUNICATIONS PLC N/A Feb 2026 47,700 NEW $1.2M 0.31% EC
46 QORVO INC 74736K101 Feb 2026 9,100 -3,800 $942K -11.9% 0.24% EC
47 ARRAY DIGITAL INFRASTRUCTURE INC 911684108 Feb 2026 12,100 -27,451 $615K -68.1% 0.16% EC
48 UBIQUITI INC 90353W103 Feb 2026 900 -1,000 $525K -63.9% 0.14% EC
LAM RESEARCH CORP 512807306 3,300 SOLD $0.8M
KLA CORP 482480100 500 SOLD $0.8M
TELEFONICA SA 879382208 168,849 SOLD $0.8M
APPLIED MATERIALS INC 038222105 1,800 SOLD $0.7M
SPOK HOLDINGS INC 84863T106 3,201 SOLD $0.0M