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 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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

LPL Financial's FMAG Position: Q2 2026 in Review

LPL Financial increased its Fidelity Magellan ETF (FMAG) stake by 10% in Q2 2026, buying an estimated $26K and bringing the position to 7,773 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #5492.

LPL Financial first reported a position in FMAG in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold FMAG as of Q2 2026.

LPL Financial held 7,773 shares of Fidelity Magellan ETF worth $286K as of Q2 2026.
LPL Financial bought 730 Fidelity Magellan ETF shares in Q2 2026, an estimated $26K.
Fidelity Magellan ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5492 holding.
LPL Financial first reported a position in Fidelity Magellan ETF in Q4 2025 and has held it in 3 quarters since.
39 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.