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
Q3 		$280K Sell
7,749
-24
-0.3% -$865 ﹤0.01% 5588
2026
Q2 		$286K Buy
7,773
+730
+10% +$26K ﹤0.01% 5492
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 $144B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return
Beam Wealth Advisors
Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Axis Wealth Partners
Axis Wealth Partners East Providence, Rhode Island $211M AUM 12.69% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

LPL Financial's FMAG Position: Q3 2026 in Review

LPL Financial reduced its Fidelity Magellan ETF (FMAG) stake by 0.31% in Q3 2026, selling an estimated $865 and leaving 7,749 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #5588.

LPL Financial first reported a position in FMAG in Q4 2025 and has held it in 4 quarters since. The position peaked at $286K in Q2 2026. 22 funds tracked by Wall St. Rank hold FMAG as of Q3 2026.

  • LPL Financial held 7,749 shares of Fidelity Magellan ETF worth $280K as of Q3 2026.
  • LPL Financial sold 24 Fidelity Magellan ETF shares in Q3 2026, an estimated $865.
  • Fidelity Magellan ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5588 holding.
  • LPL Financial first reported a position in Fidelity Magellan ETF in Q4 2025 and has held it in 4 quarters since.
  • LPL Financial's Fidelity Magellan ETF position peaked at $286K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.