Fidelity Investments’s Adamas Trust ADAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$393K Buy
53,373
+43,983
+468% +$350K ﹤0.01% 3218
2025
Q4
$68.5K Buy
9,390
+578
+7% +$4.1K ﹤0.01% 3943
2025
Q3
$61.4K Sell
8,812
-1,226
-12% -$8.52K ﹤0.01% 3880
2025
Q2
$67.3K Sell
10,038
-25,785
-72% -$164K ﹤0.01% 3765
2025
Q1
$232K Buy
35,823
+2,325
+7% +$14.8K ﹤0.01% 3187
2024
Q4
$203K Buy
33,498
+22,920
+217% +$135K ﹤0.01% 3262
2024
Q3
$67K Sell
10,578
-291
-3% -$1.87K ﹤0.01% 3662
2024
Q2
$63.5K Buy
10,869
+2,034
+23% +$13K ﹤0.01% 3491
2024
Q1
$63.6K Sell
8,835
-6,029
-41% -$46K ﹤0.01% 3467
2023
Q4
$127K Buy
14,864
+9,193
+162% +$77.5K ﹤0.01% 3120
2023
Q3
$48.1K Sell
5,671
-435
-7% -$4.11K ﹤0.01% 3382
2023
Q2
$60.6K Buy
6,106
+961
+19% +$9.54K ﹤0.01% 3358
2023
Q1
$51.2K Buy
5,145
+384
+8% +$4.16K ﹤0.01% 3442
2022
Q4
$48.8K Sell
4,761
-1,795
-27% -$19.1K ﹤0.01% 3444
2022
Q3
$61K Buy
6,556
+139
+2% +$1.58K ﹤0.01% 3417
2022
Q2
$71K Buy
6,417
+1,899
+42% +$23.3K ﹤0.01% 3441
2022
Q1
$66K Buy
4,518
+3,852
+578% +$56.3K ﹤0.01% 3582
2021
Q4
$10K Buy
666
+13
+2% +$213 ﹤0.01% 3643
2021
Q3
$11K Sell
653
-5,323
-89% -$92.6K ﹤0.01% 3596
2021
Q2
$107K Buy
5,976
+5,533
+1,249% +$101K ﹤0.01% 3020
2021
Q1
$8K Buy
443
+30
+7% +$494 ﹤0.01% 3446
2020
Q4
$6K Buy
413
+122
+42% +$1.54K ﹤0.01% 3410
2020
Q3
$3K Buy
291
+290
+29,000% +$3.02K ﹤0.01% 3411
2020
Q2
$0 Sell
1
-152
-99% -$1.33K ﹤0.01% 3991
2020
Q1
$1K Sell
153
-98
-39% -$2.06K ﹤0.01% 3512
2019
Q4
$6K Sell
251
-269
-52% -$6.67K ﹤0.01% 3368
2019
Q3
$13K Buy
520
+291
+127% +$7.16K ﹤0.01% 3175
2019
Q2
$6K Buy
229
+86
+60% +$2.12K ﹤0.01% 3341
2019
Q1
$3K Buy
143
+38
+36% +$934 ﹤0.01% 3366
2018
Q4
$2K Sell
105
-1,480
-93% -$35.8K ﹤0.01% 3332
2018
Q3
$39K Buy
+1,585
New +$39.6K ﹤0.01% 2872

Other funds holding ADAM

Fidelity Investments's ADAM Position: Q1 2026 in Review

Fidelity Investments increased its Adamas Trust (ADAM) stake by 468% in Q1 2026, buying an estimated $350K and bringing the position to 53,373 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #3218.

Fidelity Investments first reported a position in ADAM in Q3 2018 and has held it in 31 quarters since. 186 funds tracked by Wall St. Rank hold ADAM as of Q1 2026.

  • Fidelity Investments held 53,373 shares of Adamas Trust worth $393K as of Q1 2026.
  • Fidelity Investments bought 43,983 Adamas Trust shares in Q1 2026, an estimated $350K.
  • Adamas Trust made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3218 holding.
  • Fidelity Investments first reported a position in Adamas Trust in Q3 2018 and has held it in 31 quarters since.
  • 186 funds tracked by Wall St. Rank held Adamas Trust as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.