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 Q3	$9.8M	Buy	218,835 +183,261	+515%	+$8.63M	1.41%	26
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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return

Lynch & Associates's FESM Position: Q3 2026 in Review

Lynch & Associates increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 515% in Q3 2026, buying an estimated $8.63M and bringing the position to 218,835 shares worth $9.8M. The position accounts for 1.41% of the portfolio, ranked #26.

Lynch & Associates first reported a position in FESM in Q1 2025 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

Lynch & Associates held 218,835 shares of Fidelity Enhanced Small Cap Core ETF worth $9.8M as of Q3 2026.
Lynch & Associates bought 183,261 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $8.63M.
Fidelity Enhanced Small Cap Core ETF made up 1.41% of Lynch & Associates's portfolio in Q3 2026, its #26 holding.
Lynch & Associates first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2025 and has held it in 7 quarters since.
48 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.