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Fidelity Balanced Fund (FBALX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Fidelity Puritan Trust files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.
SourceProxy-voting record filed by Fidelity Puritan Trust on 2026-08-27 · open the filing · vote table (ProxyVotingTable.xml, 27 MB)
TickersFBALX, FBAKX (Class K), FBAUX (Fidelity Advisor Balanced Fund: Class I), FBARX (Fidelity Advisor Balanced Fund: Class C), FBAVX (Fidelity Advisor Balanced Fund: Class Z), FBAOX (Fidelity Advisor Balanced Fund: Class A), FBAQX (Fidelity Advisor Balanced Fund: Class M) · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. Counted by this fund’s own filing alone, 1 of its 200 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 97.4% of the time across 232 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 51 | 7 | 13.7% |
| Workers & human rights | 16 | 2 | 12.5% |
| Pay equity & inclusion | 3 | 2 | 66.7% |
| Executive pay | 3 | 1 | 33.3% |
| Corporate governance | 88 | 17 | 19.3% |
| Other social issues | 39 | 1 | 2.6% |
Ballots it voted
NVIDIA Corporation · 24 June 2026 · put on the ballot by shareholder · Climate & environment
Should Nvidia publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
AGAINST Fidelity Balanced Fund voted with 18,413,430 shares
“Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products.”
SourceFidelity Puritan Trust, Form N-PX filed 2026-08-27 · accession 0000081205-26-000037 · series S000007151 · open the filing
Alphabet Inc. · 5 June 2026 · put on the ballot by shareholder · Climate & environment
Should Alphabet publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
FOR Fidelity Balanced Fund voted with 8,911,258 shares
“Shareholder proposal regarding an enhanced disclosure on climate goals”
SourceFidelity Puritan Trust, Form N-PX filed 2026-08-27 · accession 0000081205-26-000037 · series S000007151 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST Fidelity Balanced Fund voted with 5,987,142 shares
“Report on Data Operations in Human Rights Hotspots”
SourceFidelity Puritan Trust, Form N-PX filed 2026-08-27 · accession 0000081205-26-000037 · series S000007151 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST Fidelity Balanced Fund voted with 5,987,142 shares
“Report on Human Rights Due Diligence”
SourceFidelity Puritan Trust, Form N-PX filed 2026-08-27 · accession 0000081205-26-000037 · series S000007151 · open the filing
The Coca-Cola Company · 29 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Coca-Cola publish what its inclusion policies actually do for its workforce?
Shareholders asked for a report on the company’s LGBTQIA+ equity and inclusion efforts within its human capital management strategy — what the policies are, how they are measured, and what they have changed for employees.
FOR Fidelity Balanced Fund voted with 4,125,411 shares
“Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts”
SourceFidelity Puritan Trust, Form N-PX filed 2026-08-27 · accession 0000081205-26-000037 · series S000007151 · open the filing
AT&T Inc. · 14 May 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should AT&T publish the workforce breakdown it already files with the government?
Shareholders asked the company to publish its EEO-1 report — the table of employees by job category, race and sex that it is already required to submit to federal regulators — instead of keeping it confidential.
AGAINST Fidelity Balanced Fund voted with 6,431,905 shares
“EEO-1 Report Disclosure Policy”
SourceFidelity Puritan Trust, Form N-PX filed 2026-08-27 · accession 0000081205-26-000037 · series S000007151 · open the filing
Tesla, Inc. · 6 November 2025 · put on the ballot by shareholder · Executive pay
Regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans.
AGAINST Fidelity Balanced Fund voted with 1,675,783 shares
“A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans.”
SourceFidelity Puritan Trust, Form N-PX filed 2026-08-27 · accession 0000081205-26-000037 · series S000007151 · open the filing
Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Executive pay
Regarding annual vote regarding executive pay.
FOR Fidelity Balanced Fund voted with 1,564,942 shares
“A shareholder proposal regarding annual vote regarding executive pay.”
SourceFidelity Puritan Trust, Form N-PX filed 2026-08-27 · accession 0000081205-26-000037 · series S000007151 · open the filing
Other funds Fidelity Puritan Trust votes
The same filer reports these alongside this one, in the same annual filing.
No 401(k) plan we index offers this fund. Its record is here because the fund files it with the SEC, as every fund must: whoever holds it, in an IRA, a brokerage account or a plan we have not indexed, the fund votes those shares as shown on this page.