Lynch & Associates’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Lynch & Associates’s Portfolio FESM Stock Details FESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Buy	35,574 +3,252	+10%	+$143K	0.3%	77
2026 Q1	$1.23M	Buy	32,322 +10,789	+50%	+$425K	0.23%	79
2025 Q4	$814K	Buy	21,533 +5,289	+33%	+$197K	0.15%	87
2025 Q3	$594K	Buy	16,244 +740	+5%	+$25.4K	0.11%	95
2025 Q2	$496K	Buy	15,504 +507	+3%	+$15.1K	0.1%	100
2025 Q1	$442K	Buy	+14,997	New	+$480K	0.1%	98

Other funds holding FESM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Lynch & Associates's FESM Position: Q2 2026 in Review

Lynch & Associates increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 10% in Q2 2026, buying an estimated $143K and bringing the position to 35,574 shares worth $1.72M. The position accounts for 0.3% of the portfolio, ranked #77.

Lynch & Associates first reported a position in FESM in Q1 2025 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Lynch & Associates held 35,574 shares of Fidelity Enhanced Small Cap Core ETF worth $1.72M as of Q2 2026.
Lynch & Associates bought 3,252 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $143K.
Fidelity Enhanced Small Cap Core ETF made up 0.3% of Lynch & Associates's portfolio in Q2 2026, its #77 holding.
Lynch & Associates first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.