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LRI Investments’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

LRI Investments’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$5.76K – 1972
2026
Q1 		$5.76K Hold
100
– – ﹤0.01% 1051
2025
Q4 		$5.31K Buy
+100
New +$5.16K ﹤0.01% 1031

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LRI Investments's FMAT Position: Q2 2026 in Review

LRI Investments sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2026, closing a stake of 100 shares — an estimated $5.76K sold.

LRI Investments first reported a position in FMAT in Q4 2025 and held it in 2 quarters. The position peaked at $5.76K in Q1 2026. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

  • LRI Investments reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 100 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $5.76K.
  • LRI Investments first reported a position in Fidelity MSCI Materials Index ETF in Q4 2025 and held it in 2 quarters.
  • LRI Investments's Fidelity MSCI Materials Index ETF position peaked at $5.76K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.