BWM
FSM icon

Bullock Wealth Management’s Fortuna Silver Mines FSM Stock Holding History

Bullock Wealth Management’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.4K Sell
6,154
-1,114
-15% -$10.8K 0.02% 276
2026
Q1 		$75.8K Sell
7,268
-1,288
-15% -$14K 0.04% 236
2025
Q4 		$83.9K Sell
8,556
-1,152
-12% -$10.4K 0.04% 220
2025
Q3 		$86.3K Sell
9,708
-978
-9% -$7.14K 0.04% 220
2025
Q2 		$71.3K Buy
10,686
+8,901
+499% +$55.1K 0.04% 219
2025
Q1 		$10.9K Sell
1,785
-1,869
-51% -$9.29K 0.01% 372
2024
Q4 		$15.7K Buy
+3,654
New +$17.4K 0.01% 347

Other funds holding FSM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bullock Wealth Management's FSM Position: Q2 2026 in Review

Bullock Wealth Management reduced its Fortuna Silver Mines (FSM) stake by 15% in Q2 2026, selling an estimated $10.8K and leaving 6,154 shares worth $51.4K. The position accounts for 0.02% of the portfolio, ranked #276.

Bullock Wealth Management first reported a position in FSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $86.3K in Q3 2025. 245 funds tracked by Wall St. Rank hold FSM as of Q2 2026.

  • Bullock Wealth Management held 6,154 shares of Fortuna Silver Mines worth $51.4K as of Q2 2026.
  • Bullock Wealth Management sold 1,114 Fortuna Silver Mines shares in Q2 2026, an estimated $10.8K.
  • Fortuna Silver Mines made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Bullock Wealth Management first reported a position in Fortuna Silver Mines in Q4 2024 and has held it in 7 quarters since.
  • Bullock Wealth Management's Fortuna Silver Mines position peaked at $86.3K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.