Thursday, October 15, 2020

Peter Lynch Portfolio Holdings at the Fidelity Magellan Fund

Peter Lynch is a super-investor, who managed to compound money at 29.30% at Fidelity Magellan Fund between 1977 and 1990. He is a very smart investor, who has managed to mentor other fund managers at Fidelity. He has mentored a generation of investors through his books. I have learned a ton from his books "One Up on Wall Street" and "Beating the Street".

Peter Lynch seemed to have a fascination with the list of Dividend Achievers, which I discussed previously.

I have studied Peter Lynch, and tried to find out as much as possible about his investing style, in order to improve my own investing. In the process, I was able to uncover his long-lost articles from Worth magazine in the 1990s.

I have tried looking for historical reports from the Fidelity Magellan Fund, which would include his current commentary. 

I have been unsuccessful in this endeavor. However, I did uncover a list of his stock portfolio at Fidelity Magellan between 1984 and 1989 by going through my Mergen's Database ( it was Moody's at the time).

You can see the portfolio holdings for Fidelity Magellan Fund by clicking on each year. The quality of the copy is not very good in the early years, but it is still legible. 

Clicking on each resource opens a PDF. You may have to adjust and zoom to the maximum settings in order to view.

Fidelity Magellan Fund Portfolio Holdings for 1989

Fidelity Magellan Fund Portfolio Holdings for 1988

Fidelity Magellan Fund Portfolio Holdings for 1987

Fidelity Magellan Fund Portfolio Holdings for 1986

Fidelity Magellan Fund Portfolio Holdings for 1985

Fidelity Magellan Fund Portfolio Holdings for 1984


Thank you for reading!


Relevant Articles:

- Peter Lynch on Dividend Growth Investing
Peter Lynch Articles For Worth Magazine
Buffett Partnership Letters
These Books Shaped My Investing Strategy
Dividend Achievers Offer Income Growth and Capital Appreciation

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