Beam Wealth Advisors’s Fidelity Magellan ETF FMAG Stock Holding History

Beam Wealth Advisors’s Portfolio FMAG Stock Details FMAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.39M	Sell	75,728 -35,889	-32%	-$1.2M	0.6%	46
2025 Q4	$3.81M	Sell	111,617 -1,112	-1%	-$38.3K	1.05%	22
2025 Q3	$3.97M	Sell	112,729 -1,311	-1%	-$45.7K	1.08%	21
2025 Q2	$3.91M	Sell	114,040 -691	-0.6%	-$21.5K	1.17%	18
2025 Q1	$3.34M	Sell	114,731 -4,074	-3%	-$127K	1.13%	21
2024 Q4	$3.68M	Sell	118,805 -7,061	-6%	-$222K	1.16%	22
2024 Q3	$3.85M	Buy	125,866 +5,503	+5%	+$163K	1.17%	20
2024 Q2	$3.57M	Sell	120,363 -19,849	-14%	-$560K	1.19%	18
2024 Q1	$3.94M	Sell	140,212 -290	-0.2%	-$7.61K	2.36%	13
2023 Q4	$3.39M	Buy	140,502 +7,787	+6%	+$175K	2.15%	12
2023 Q3	$2.83M	Sell	132,715 -3,984	-3%	-$87.6K	2.01%	13
2023 Q2	$2.99M	Buy	+136,699	New	+$2.8M	2.07%	12

Other funds holding FMAG

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Beam Wealth Advisors's FMAG Position: Q1 2026 in Review

Beam Wealth Advisors reduced its Fidelity Magellan ETF (FMAG) stake by 32% in Q1 2026, selling an estimated $1.2M and leaving 75,728 shares worth $2.39M. The position accounts for 0.6% of the portfolio, ranked #46.

Beam Wealth Advisors first reported a position in FMAG in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.97M in Q3 2025. 32 funds tracked by Wall St. Rank hold FMAG as of Q1 2026.

Beam Wealth Advisors held 75,728 shares of Fidelity Magellan ETF worth $2.39M as of Q1 2026.
Beam Wealth Advisors sold 35,889 Fidelity Magellan ETF shares in Q1 2026, an estimated $1.2M.
Fidelity Magellan ETF made up 0.6% of Beam Wealth Advisors's portfolio in Q1 2026, its #46 holding.
Beam Wealth Advisors first reported a position in Fidelity Magellan ETF in Q2 2023 and has held it in 12 quarters since.
Beam Wealth Advisors's Fidelity Magellan ETF position peaked at $3.97M in Q3 2025.
32 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q1 2026.

Based on Beam Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.