Beaumont Asset Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Beaumont Asset Management’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,979	Closed	-$248K	–	70
2025 Q2	$248K	Buy	4,979 +177	+4%	+$8.49K	0.13%	60
2025 Q1	$232K	Buy	4,802 +5	+0.1%	+$248	0.14%	66
2024 Q4	$231K	Sell	4,797 -70	-1%	-$3.69K	0.13%	63
2024 Q3	$264K	Sell	4,867 -15	-0.3%	-$769	0.15%	62
2024 Q2	$241K	Buy	4,882 +20	+0.4%	+$1.02K	0.16%	66
2024 Q1	$255K	Buy	4,862 +34	+0.7%	+$1.65K	0.17%	64
2023 Q4	$235K	Buy	4,828 +45	+0.9%	+$2.02K	0.17%	64
2023 Q3	$211K	Buy	4,783 +78	+2%	+$3.61K	0.17%	62
2023 Q2	$220K	Sell	4,705 -25	-0.5%	-$1.12K	0.17%	64
2023 Q1	$216K	Sell	4,730 -4,674	-50%	-$214K	0.16%	71
2022 Q4	$410K	Buy	9,404 +228	+2%	+$9.82K	0.3%	61
2022 Q3	$348K	Buy	9,176 +238	+3%	+$10K	0.28%	62
2022 Q2	$366K	Sell	8,938 -55	-0.6%	-$2.58K	0.28%	57
2022 Q1	$446K	Buy	8,993 +155	+2%	+$7.41K	0.3%	52
2021 Q4	$444K	Buy	8,838 +96	+1%	+$4.62K	0.3%	52
2021 Q3	$387K	Buy	8,742 +272	+3%	+$12.6K	0.29%	50
2021 Q2	$391K	Buy	8,470 +30	+0.4%	+$1.42K	0.3%	50
2021 Q1	$373K	Buy	8,440 +297	+4%	+$12.5K	0.31%	46
2020 Q4	$326K	Buy	8,143 +156	+2%	+$5.85K	0.29%	48
2020 Q3	$274K	Sell	7,987 -318	-4%	-$10.7K	0.27%	47
2020 Q2	$256K	Buy	+8,305	New	+$238K	0.27%	45
2020 Q1	–	Sell	-8,377	Closed	-$287K	–	58
2019 Q4	$287K	Buy	+8,377	New	+$276K	0.27%	47

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Beaumont Asset Management's FMAT Position: Q3 2025 in Review

Beaumont Asset Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2025, closing a stake of 4,979 shares — an estimated $248K sold.

Beaumont Asset Management first reported a position in FMAT in Q4 2019 and held it in 22 quarters. The position peaked at $446K in Q1 2022. 116 funds tracked by Wall St. Rank hold FMAT as of Q3 2025.

Beaumont Asset Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2025 after selling out during the quarter.
Beaumont Asset Management sold 4,979 Fidelity MSCI Materials Index ETF shares in Q3 2025, an estimated $248K.
Beaumont Asset Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2019 and held it in 22 quarters.
Beaumont Asset Management's Fidelity MSCI Materials Index ETF position peaked at $446K in Q1 2022.
116 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2025.

Based on Beaumont Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.