L.J. Altfest & Co’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-54,197
Closed -$4.13M 344
2025
Q4
$4.13M Sell
54,197
-25,895
-32% -$2.26M 0.45% 47
2025
Q3
$7.99M Sell
80,092
-45,223
-36% -$4.52M 0.89% 27
2025
Q2
$11.8M Buy
125,315
+61,132
+95% +$5.26M 1.39% 18
2025
Q1
$4.62M Sell
64,183
-14,763
-19% -$1.2M 0.58% 39
2024
Q4
$6.44M Buy
78,946
+51,420
+187% +$3.73M 0.82% 29
2024
Q3
$1.53M Buy
+27,526
New +$1.47M 0.2% 83

Other funds holding FBTC

L.J. Altfest & Co's FBTC Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026, closing a stake of 54,197 shares — an estimated $4.13M sold.

L.J. Altfest & Co first reported a position in FBTC in Q3 2024 and held it in 6 quarters. The position peaked at $11.8M in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • L.J. Altfest & Co reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 54,197 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $4.13M.
  • L.J. Altfest & Co first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and held it in 6 quarters.
  • L.J. Altfest & Co's Fidelity Wise Origin Bitcoin Fund position peaked at $11.8M in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.