FundWatcher
FWRLX
Select Wireless Portfolio
Fidelity Select Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
SANDISK CORPORATION 0 4,100 4,100 0.74% $2.60M
MICRON TECHNOLOGY INC 0 4,300 4,300 0.50% $1.77M
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0 5,200 5,200 0.37% $1.29M
LAM RESEARCH CORP 0 3,300 3,300 0.22% $771.84K
KLA CORP 0 500 500 0.22% $762.28K
APPLIED MATERIALS INC 0 1,800 1,800 0.19% $670.14K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
GOGO INC 567,000 0 -567,000 0.00% -$4.05M
QUEBECOR INC CL A MULTI VTG DTC ELIGIBLE 41,810 0 -41,810 0.00% -$1.56M
LIBERTY GLOBAL LTD CL A 51,400 0 -51,400 0.00% -$586.47K
SHENANDOAH TELECOM CO 29,567 0 -29,567 0.00% -$323.17K
GCI LIBERTY INC CL A ESCROW LINE 112,300 0 -112,300 0.00% -$1
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
Fidelity Securities Lending Cash Central Fund 10,977,744 45,523,418 34,545,674 12.94% $34.55M
T-MOBILE US INC 90,516 103,816 13,300 6.41% $3.62M
MOTOROLA SOLUTIONS INC 35,368 41,168 5,800 5.64% $6.78M
VERIZON COMMUNICATIONS INC 218,701 353,001 134,300 5.03% $8.71M
Nokia Oyj ADR 1,481,800 1,587,900 106,100 3.48% $3.25M
AST SPACEMOBILE INC 118,800 122,600 3,800 2.76% $3.03M
TELUS CORP 354,500 361,400 6,900 1.41% $294.46K
VIASAT INC 40,101 99,801 59,700 1.30% $3.19M
Chunghwa Telecom Company, Ltd. ADR 64,080 89,500 25,420 1.10% $1.19M
TELEPHONE & DATA 69,960 80,200 10,240 1.02% $771.66K
VISTANCE NETWORKS INC 171,100 200,200 29,100 1.00% $140.00K
IRIDIUM COMMUNICATIONS INC 17,100 134,400 117,300 0.92% $2.94M
LIBERTY LATIN AMERICA LTD CL C 347,971 377,600 29,629 0.85% -$46.60K
ORANGE 45,400 72,900 27,500 0.45% $822.92K
NETGEAR INC 34,625 55,400 20,775 0.32% $226.52K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
APPLE INC 201,320 161,620 -39,700 12.14% -$13.44M
AT&T INC 808,500 755,500 -53,000 6.02% $124.38K
MARVELL TECHNOLOGY INC 183,900 180,600 -3,300 4.19% -$1.69M
QUALCOMM INC 98,450 97,450 -1,000 3.94% -$2.68M
AMERICAN TOWER CORP 74,892 56,792 -18,100 3.10% -$2.68M
Vodafone Group Public Limited Company 571,481 517,081 -54,400 2.26% $816.00K
Telefonaktiebolaget LM Ericsson (publ) ADR EACH REP 1 ORD'B'SEK1 851,800 658,400 -193,400 2.17% -$539.84K
BCE INC 258,700 240,500 -18,200 1.80% $237.69K
STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS 199,400 183,100 -16,300 1.75% $1.57M
ROGERS COMMUNICATIONS INC COMMON STOCK 160,400 153,900 -6,500 1.75% -$133.96K
CROWN CASTLE INC 79,601 67,901 -11,700 1.73% -$1.19M
America Movil S.A.B. de C.V. SPON ADS RP CL B 292,800 210,100 -82,700 1.55% -$1.29M
INTERDIGITAL INC 16,500 14,700 -1,800 1.53% -$514.88K
GLOBALSTAR INC 104,973 84,373 -20,600 1.49% -$1.12M
SBA COMMUNICATIONS CORP 25,800 19,100 -6,700 1.09% -$1.17M
ECHOSTAR CORP CL A 41,400 29,100 -12,300 0.96% $327.72K
ANTERIX INC 114,459 74,500 -39,959 0.78% $396.52K
SKYWORKS SOLUTIONS INC 79,400 45,300 -34,100 0.77% -$2.54M
US CELLULAR CORP 64,708 39,551 -25,157 0.55% -$1.26M
Fidelity Cash Central Fund 5,013,936 1,172,667 -3,841,268 0.33% -$3.84M
QORVO INC 31,200 12,900 -18,300 0.30% -$1.61M
RINGCENTRAL INC CL A 28,800 24,800 -4,000 0.26% $90.65K
TELEFONICA SA ADR 896,641 168,849 -727,792 0.22% -$3.09M
BLACKBERRY LTD 175,000 167,700 -7,300 0.16% -$145.83K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ALPHABET INC CL A 9,100 9,100 0 0.81% -$76.62K
UBIQUITI INC 1,900 1,900 0 0.41% $349.41K
ZEGONA COMMUNICATIONS PLC 47,700 47,700 0 0.31% $161.32K
TAIWAN SEMIC MFG CO LTD SP ADR 2,600 2,600 0 0.28% $215.98K
DIGI INTL INC 19,100 19,100 0 0.27% $133.51K
NVIDIA CORP 4,200 4,200 0 0.21% $798
SPOK HOLDINGS INC 3,201 3,201 0 0.01% -$3.65K

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