Beaumont Financial Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Beaumont Financial Advisors’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-24,380	Closed	-$1.66M	–	387
2026 Q1	$1.66M	Buy	24,380 +3,725	+18%	+$268K	0.11%	112
2025 Q4	$1.51M	Sell	20,655 -13	-0.1%	-$923	0.1%	120
2025 Q3	$1.47M	Sell	20,668 -7,889	-28%	-$533K	0.1%	123
2025 Q2	$1.85M	Buy	+28,557	New	+$1.66M	0.13%	99
2022 Q1	–	Sell	-37,392	Closed	-$1.92M	–	364
2021 Q4	$1.92M	Sell	37,392 -3,679	-9%	-$194K	0.14%	103
2021 Q3	$2.19M	Buy	41,071 +2,651	+7%	+$146K	0.17%	95
2021 Q2	$2.09M	Sell	38,420 -107,630	-74%	-$5.62M	0.16%	97
2021 Q1	$7.2M	Sell	146,050 -38,017	-21%	-$1.84M	0.61%	52
2020 Q4	$8.38M	Sell	184,067 -42,424	-19%	-$1.79M	0.74%	44
2020 Q3	$8.74M	Sell	226,491 -96,489	-30%	-$3.71M	0.83%	37
2020 Q2	$11.4M	Buy	+322,980	New	+$10.9M	1.19%	25

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Beaumont Financial Advisors's FCOM Position: Q2 2026 in Review

Beaumont Financial Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2026, closing a stake of 24,380 shares — an estimated $1.66M sold.

Beaumont Financial Advisors first reported a position in FCOM in Q2 2020 and held it in 11 quarters. The position peaked at $11.4M in Q2 2020. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Beaumont Financial Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 24,380 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $1.66M.
Beaumont Financial Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2020 and held it in 11 quarters.
Beaumont Financial Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $11.4M in Q2 2020.
212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.