Beaumont Financial Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Beaumont Financial Advisors’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
2026 Q1	$1.78M	Buy	30,951 +3,206	+12%	+$188K	0.12%	107
2025 Q4	$1.47M	Buy	27,745 +8	+0%	+$413	0.1%	125
2025 Q3	$1.45M	Buy	+27,737	New	+$1.44M	0.1%	127
2024 Q4	–	Sell	-27,216	Closed	-$1.48M	–	373
2024 Q3	$1.48M	Buy	27,216 +3,175	+13%	+$163K	0.12%	108
2024 Q2	$1.19M	Buy	24,041 +33	+0.1%	+$1.68K	0.1%	135
2024 Q1	$1.26M	Sell	24,008 -4,257	-15%	-$207K	0.1%	125
2023 Q4	$1.38M	Buy	+28,265	New	+$1.27M	0.13%	115
2023 Q1	–	Sell	-50,127	Closed	-$2.19M	–	326
2022 Q4	$2.19M	Buy	+50,127	New	+$2.16M	0.22%	66
2022 Q1	–	Sell	-43,299	Closed	-$2.18M	–	365
2021 Q4	$2.18M	Sell	43,299 -5,496	-11%	-$265K	0.16%	95
2021 Q3	$2.16M	Buy	48,795 +4,229	+9%	+$196K	0.17%	97
2021 Q2	$2.06M	Sell	44,566 -131,495	-75%	-$6.21M	0.16%	100
2021 Q1	$7.79M	Sell	176,061 -32,873	-16%	-$1.38M	0.66%	45
2020 Q4	$8.38M	Sell	208,934 -45,471	-18%	-$1.71M	0.74%	43
2020 Q3	$8.74M	Sell	254,405 -106,863	-30%	-$3.61M	0.83%	38
2020 Q2	$11.1M	Buy	+361,268	New	+$10.4M	1.16%	27
2020 Q1	–	Sell	-96,851	Closed	-$3.33M	–	250
2019 Q4	$3.33M	Sell	96,851 -22,539	-19%	-$744K	0.33%	71
2019 Q3	$3.86M	Buy	119,390 +11,653	+11%	+$374K	0.39%	65
2019 Q2	$3.53M	Sell	107,737 -532,956	-83%	-$16.9M	0.37%	66
2019 Q1	$20.2M	Buy	+640,693	New	+$19.7M	2.16%	13
2018 Q4	–	Sell	-733,534	Closed	-$24.6M	–	206
2018 Q3	$24.6M	Buy	+733,534	New	+$25.1M	2.45%	13
2018 Q2	–	Sell	-1,107,867	Closed	-$36.5M	–	215
2018 Q1	$36.5M	Buy	1,107,867 +518,576	+88%	+$18.2M	4.07%	6
2017 Q4	$20.6M	Sell	589,291 -38,689	-6%	-$1.32M	2.42%	13
2017 Q3	$20.7M	Buy	627,980 +6,177	+1%	+$197K	2.59%	11
2017 Q2	$19.4M	Buy	621,803 +81,478	+15%	+$2.51M	2.52%	11
2017 Q1	$16.5M	Sell	540,325 -158,681	-23%	-$4.8M	2.26%	11
2016 Q4	$20.2M	Buy	699,006 +342,786	+96%	+$9.61M	3.05%	8
2016 Q3	$9.76M	Sell	356,220 -154,193	-30%	-$4.23M	1.54%	22
2016 Q2	$13.4M	Buy	+510,413	New	+$13.4M	2.2%	12
2015 Q2	–	Sell	-1,217,378	Closed	-$33.7M	–	141
2015 Q1	$33.7M	Buy	1,217,378 +226,230	+23%	+$6.3M	1.17%	26
2014 Q4	$27.3M	Sell	991,148 -125,638	-11%	-$3.43M	1.31%	35
2014 Q3	$31.2M	Buy	1,116,786 +165,947	+17%	+$4.72M	2.04%	13
2014 Q2	$27M	Buy	+950,839	New	+$26.2M	1.91%	9

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CAC

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SPIA

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

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

Beaumont Financial Advisors increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 12% in Q1 2026, buying an estimated $188K and bringing the position to 30,951 shares worth $1.78M. The position accounts for 0.12% of the portfolio, ranked #107.

Beaumont Financial Advisors first reported a position in FMAT in Q2 2014 and has held it in 32 quarters since. The position peaked at $36.5M in Q1 2018. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Beaumont Financial Advisors held 30,951 shares of Fidelity MSCI Materials Index ETF worth $1.78M as of Q1 2026.
Beaumont Financial Advisors bought 3,206 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $188K.
Fidelity MSCI Materials Index ETF made up 0.12% of Beaumont Financial Advisors's portfolio in Q1 2026, its #107 holding.
Beaumont Financial Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q2 2014 and has held it in 32 quarters since.
Beaumont Financial Advisors's Fidelity MSCI Materials Index ETF position peaked at $36.5M in Q1 2018.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

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