Fidelity Investments
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Fidelity Investments’s VanEck Short Muni ETF SMB Stock Holding History

Fidelity Investments’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Buy
6,918
+30
+0.4% +$519 ﹤0.01% 3885
2026
Q1 		$119K Buy
6,888
+254
+4% +$4.42K ﹤0.01% 3728
2025
Q4 		$115K Sell
6,634
-2,362
-26% -$41K ﹤0.01% 3687
2025
Q3 		$157K Buy
8,996
+8,965
+28,919% +$155K ﹤0.01% 3471
2025
Q2 		$531 Sell
31
-483
-94% -$8.25K ﹤0.01% 5026
2025
Q1 		$8.8K Buy
514
+202
+65% +$3.47K ﹤0.01% 4538
2024
Q4 		$5.33K Hold
312
– – ﹤0.01% 4658
2024
Q3 		$5.39K Hold
312
– – ﹤0.01% 4613
2024
Q2 		$5.3K Hold
312
– – ﹤0.01% 4536
2024
Q1 		$5.31K Hold
312
– – ﹤0.01% 4485
2023
Q4 		$5.33K Sell
312
-1
-0.3% -$17 ﹤0.01% 4426
2023
Q3 		$5.22K Buy
313
+1
+0.3% +$17 ﹤0.01% 4324
2023
Q2 		$5.25K Hold
312
– – ﹤0.01% 4352
2023
Q1 		$5.3K Sell
312
-1
-0.3% -$17 ﹤0.01% 4372
2022
Q4 		$5.28K Buy
313
+1
+0.3% +$17 ﹤0.01% 4227
2022
Q3 		$5K Sell
312
-1
-0.3% -$17 ﹤0.01% 4333
2022
Q2 		$5K Sell
313
-3,372
-92% -$57.1K ﹤0.01% 4326
2022
Q1 		$63K Sell
3,685
-1,043
-22% -$18.3K ﹤0.01% 3597
2021
Q4 		$85K Buy
4,728
+874
+23% +$15.7K ﹤0.01% 3127
2021
Q3 		$69K Hold
3,854
– – ﹤0.01% 3145
2021
Q2 		$70K Hold
3,854
– – ﹤0.01% 3098
2021
Q1 		$69K Hold
3,854
– – ﹤0.01% 2983
2020
Q4 		$70K Hold
3,854
– – ﹤0.01% 2950
2020
Q3 		$70K Hold
3,854
– – ﹤0.01% 2839
2020
Q2 		$69K Buy
3,854
+481
+14% +$8.54K ﹤0.01% 2767
2020
Q1 		$59K Sell
3,373
-29
-0.9% -$513 ﹤0.01% 2753
2019
Q4 		$61K Buy
3,402
+30
+0.9% +$533 ﹤0.01% 2855
2019
Q3 		$60K Hold
3,372
– – ﹤0.01% 2832
2019
Q2 		$60K Sell
3,372
-1
-0% -$18 ﹤0.01% 2820
2019
Q1 		$59K Buy
3,373
+77
+2% +$1.34K ﹤0.01% 2755
2018
Q4 		$57K Buy
+3,296
New +$56.6K ﹤0.01% 2705
2018
Q2 		– Sell
-12,061
Closed -$208K – 2696
2018
Q1 		$208K Buy
+12,061
New +$208K ﹤0.01% 2614

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments's SMB Position: Q2 2026 in Review

Fidelity Investments increased its VanEck Short Muni ETF (SMB) stake by 0.44% in Q2 2026, buying an estimated $519 and bringing the position to 6,918 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #3885.

Fidelity Investments first reported a position in SMB in Q1 2018 and has held it in 32 quarters since. The position peaked at $208K in Q1 2018. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Fidelity Investments held 6,918 shares of VanEck Short Muni ETF worth $120K as of Q2 2026.
  • Fidelity Investments bought 30 VanEck Short Muni ETF shares in Q2 2026, an estimated $519.
  • VanEck Short Muni ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3885 holding.
  • Fidelity Investments first reported a position in VanEck Short Muni ETF in Q1 2018 and has held it in 32 quarters since.
  • Fidelity Investments's VanEck Short Muni ETF position peaked at $208K in Q1 2018.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.