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 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 $14.7B AUM 47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Beaumont Financial Advisors's FCOM Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 18% in Q1 2026, buying an estimated $268K and bringing the position to 24,380 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #112.

Beaumont Financial Advisors first reported a position in FCOM in Q2 2020 and has held it in 11 quarters since. The position peaked at $11.4M in Q2 2020. 198 funds tracked by Wall St. Rank hold FCOM as of Q1 2026.

Beaumont Financial Advisors held 24,380 shares of Fidelity MSCI Communication Services Index ETF worth $1.66M as of Q1 2026.
Beaumont Financial Advisors bought 3,725 Fidelity MSCI Communication Services Index ETF shares in Q1 2026, an estimated $268K.
Fidelity MSCI Communication Services Index ETF made up 0.11% of Beaumont Financial Advisors's portfolio in Q1 2026, its #112 holding.
Beaumont Financial Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2020 and has held it in 11 quarters since.
Beaumont Financial Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $11.4M in Q2 2020.
198 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.