Grimes & Company’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Grimes & Company’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40,366	Closed	-$2.96M	–	449
2025 Q4	$2.96M	Buy	40,366 +19,165	+90%	+$1.36M	0.07%	158
2025 Q3	$1.5M	Buy	21,201 +9	+0%	+$609	0.04%	202
2025 Q2	$1.37M	Buy	+21,192	New	+$1.23M	0.04%	188
2025 Q1	–	Sell	-6,238	Closed	-$366K	–	379
2024 Q4	$366K	Buy	+6,238	New	+$361K	0.01%	289

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Grimes & Company's FCOM Position: Q1 2026 in Review

Grimes & Company sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2026, closing a stake of 40,366 shares — an estimated $2.96M sold.

Grimes & Company first reported a position in FCOM in Q4 2024 and held it in 4 quarters. The position peaked at $2.96M in Q4 2025. 200 funds tracked by Wall St. Rank hold FCOM as of Q1 2026.

Grimes & Company reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2026 after selling out during the quarter.
Grimes & Company sold 40,366 Fidelity MSCI Communication Services Index ETF shares in Q1 2026, an estimated $2.96M.
Grimes & Company first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2024 and held it in 4 quarters.
Grimes & Company's Fidelity MSCI Communication Services Index ETF position peaked at $2.96M in Q4 2025.
200 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.