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 Q2	$2.48M	Sell	67,348 -8,380	-11%	-$298K	0.55%	44
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 $139B AUM 29.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beam Wealth Advisors's FMAG Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Fidelity Magellan ETF (FMAG) stake by 11% in Q2 2026, selling an estimated $298K and leaving 67,348 shares worth $2.48M. The position accounts for 0.55% of the portfolio, ranked #44.

Beam Wealth Advisors first reported a position in FMAG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.97M in Q3 2025. 39 funds tracked by Wall St. Rank hold FMAG as of Q2 2026.

Beam Wealth Advisors held 67,348 shares of Fidelity Magellan ETF worth $2.48M as of Q2 2026.
Beam Wealth Advisors sold 8,380 Fidelity Magellan ETF shares in Q2 2026, an estimated $298K.
Fidelity Magellan ETF made up 0.55% of Beam Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Beam Wealth Advisors first reported a position in Fidelity Magellan ETF in Q2 2023 and has held it in 13 quarters since.
Beam Wealth Advisors's Fidelity Magellan ETF position peaked at $3.97M in Q3 2025.
39 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.