AM Investment Strategies’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

AM Investment Strategies’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.29M	Sell	64,380 -999	-2%	-$62.4K	0.63%	29
2026 Q1	$3.86M	Buy	65,379 +6,202	+10%	+$413K	0.85%	24
2025 Q4	$4.51M	Buy	59,177 +823	+1%	+$71.8K	0.94%	19
2025 Q3	$5.82M	Buy	58,354 +3,407	+6%	+$340K	1.26%	18
2025 Q2	$5.16M	Buy	54,947 +9,731	+22%	+$838K	1.22%	18
2025 Q1	$3.25M	Buy	45,216 +2,101	+5%	+$171K	0.79%	21
2024 Q4	$3.52M	Buy	43,115 +9,935	+30%	+$721K	0.86%	20
2024 Q3	$1.84M	Buy	33,180 +23,725	+251%	+$1.26M	0.45%	34
2024 Q2	$496K	Buy	9,455 +2,040	+28%	+$117K	0.12%	71
2024 Q1	$460K	Buy	+7,415	New	+$355K	0.12%	72

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AM Investment Strategies's FBTC Position: Q2 2026 in Review

AM Investment Strategies reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.5% in Q2 2026, selling an estimated $62.4K and leaving 64,380 shares worth $3.29M. The position accounts for 0.63% of the portfolio, ranked #29.

AM Investment Strategies first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.82M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

AM Investment Strategies held 64,380 shares of Fidelity Wise Origin Bitcoin Fund worth $3.29M as of Q2 2026.
AM Investment Strategies sold 999 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $62.4K.
Fidelity Wise Origin Bitcoin Fund made up 0.63% of AM Investment Strategies's portfolio in Q2 2026, its #29 holding.
AM Investment Strategies first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
AM Investment Strategies's Fidelity Wise Origin Bitcoin Fund position peaked at $5.82M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.