BCWM
FRMI

Bartlett & Co Wealth Management’s Fermi Inc FRMI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FRMI Stock Details FRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-38
Closed -$304 – 1373
2025
Q4 		$304 Buy
+38
New +$741 ﹤0.01% 1181

Other funds holding FRMI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Bartlett & Co Wealth Management's FRMI Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Fermi Inc (FRMI) in Q1 2026, closing a stake of 38 shares — an estimated $304 sold.

Bartlett & Co Wealth Management first reported a position in FRMI in Q4 2025 and held it in 1 quarter. The position peaked at $304 in Q4 2025. 211 funds tracked by Wall St. Rank hold FRMI as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining Fermi Inc position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 38 Fermi Inc shares in Q1 2026, an estimated $304.
  • Bartlett & Co Wealth Management first reported a position in Fermi Inc in Q4 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Fermi Inc position peaked at $304 in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Fermi Inc as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.