LPL Financial
FMAG icon

LPL Financial’s Fidelity Magellan ETF FMAG Stock Holding History

LPL Financial’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
Q1 		$223K Buy
7,043
+525
+8% +$17.6K ﹤0.01% 5418
2025
Q4 		$222K Buy
+6,518
New +$225K ﹤0.01% 5385

Other funds holding FMAG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

LPL Financial's FMAG Position: Q1 2026 in Review

LPL Financial increased its Fidelity Magellan ETF (FMAG) stake by 8.1% in Q1 2026, buying an estimated $17.6K and bringing the position to 7,043 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #5418.

LPL Financial first reported a position in FMAG in Q4 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold FMAG as of Q1 2026.

  • LPL Financial held 7,043 shares of Fidelity Magellan ETF worth $223K as of Q1 2026.
  • LPL Financial bought 525 Fidelity Magellan ETF shares in Q1 2026, an estimated $17.6K.
  • Fidelity Magellan ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5418 holding.
  • LPL Financial first reported a position in Fidelity Magellan ETF in Q4 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.