Commonwealth Equity Services’s Fidelity Magellan ETF FMAG Stock Holding History

Commonwealth Equity Services’s Portfolio FMAG Stock Details FMAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04M	Sell	28,164 -748	-3%	-$26.6K	﹤0.01%	2689
2026 Q1	$914K	Sell	28,912 -6,738	-19%	-$226K	﹤0.01%	2688
2025 Q4	$1.22M	Sell	35,650 -3,200	-8%	-$110K	﹤0.01%	2415
2025 Q3	$1.37M	Sell	38,850 -2,770	-7%	-$96.6K	﹤0.01%	2333
2025 Q2	$1.43M	Buy	41,620 +3,646	+10%	+$113K	﹤0.01%	2281
2025 Q1	$1.1M	Sell	37,974 -4,597	-11%	-$143K	﹤0.01%	2374
2024 Q4	$1.32M	Buy	42,571 +3,292	+8%	+$103K	﹤0.01%	2192
2024 Q3	$1.2M	Buy	39,279 +14,403	+58%	+$426K	﹤0.01%	2205
2024 Q2	$738K	Buy	24,876 +2,104	+9%	+$59.4K	﹤0.01%	2507
2024 Q1	$639K	Sell	22,772 -86	-0.4%	-$2.26K	﹤0.01%	2604
2023 Q4	$551K	Buy	22,858 +742	+3%	+$16.7K	﹤0.01%	2622
2023 Q3	$471K	Sell	22,116 -591	-3%	-$13K	﹤0.01%	2651
2023 Q2	$496K	Sell	22,707 -1,206	-5%	-$24.7K	﹤0.01%	2634
2023 Q1	$478	Buy	23,913 +3,151	+15%	+$61.2K	﹤0.01%	2598
2022 Q4	$382K	Buy	20,762 +5,243	+34%	+$97.5K	﹤0.01%	2688
2022 Q3	$272K	Sell	15,519 -2,188	-12%	-$43.4K	﹤0.01%	2908
2022 Q2	$329K	Buy	+17,707	New	+$353K	﹤0.01%	2760
2022 Q1	–	Sell	-7,981	Closed	-$201K	–	3735
2021 Q4	$201K	Buy	+7,981	New	+$196K	﹤0.01%	3304

Other funds holding FMAG

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

AWP

Axis Wealth Partners East Providence, Rhode Island $208M AUM 18.75% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Commonwealth Equity Services's FMAG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Fidelity Magellan ETF (FMAG) stake by 2.6% in Q2 2026, selling an estimated $26.6K and leaving 28,164 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Commonwealth Equity Services first reported a position in FMAG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.43M in Q2 2025. 12 funds tracked by Wall St. Rank hold FMAG as of Q2 2026.

Commonwealth Equity Services held 28,164 shares of Fidelity Magellan ETF worth $1.04M as of Q2 2026.
Commonwealth Equity Services sold 748 Fidelity Magellan ETF shares in Q2 2026, an estimated $26.6K.
Fidelity Magellan ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2689 holding.
Commonwealth Equity Services first reported a position in Fidelity Magellan ETF in Q4 2021 and has held it in 18 quarters since.
Commonwealth Equity Services's Fidelity Magellan ETF position peaked at $1.43M in Q2 2025.
12 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.