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Meridian Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Meridian Wealth Management’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
Q1 		$229K Sell
3,970
-298
-7% -$17.5K 0.01% 723
2025
Q4 		$227K Buy
4,268
+246
+6% +$12.7K 0.01% 688
2025
Q3 		$211K Buy
+4,022
New +$209K 0.01% 668
2024
Q4 		– Sell
-4,604
Closed -$250K – 643
2024
Q3 		$250K Buy
+4,604
New +$236K 0.01% 565

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Meridian Wealth Management's FMAT Position: Q1 2026 in Review

Meridian Wealth Management reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 7% in Q1 2026, selling an estimated $17.5K and leaving 3,970 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #723.

Meridian Wealth Management first reported a position in FMAT in Q3 2024 and has held it in 4 quarters since. The position peaked at $250K in Q3 2024. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

  • Meridian Wealth Management held 3,970 shares of Fidelity MSCI Materials Index ETF worth $229K as of Q1 2026.
  • Meridian Wealth Management sold 298 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $17.5K.
  • Fidelity MSCI Materials Index ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #723 holding.
  • Meridian Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q3 2024 and has held it in 4 quarters since.
  • Meridian Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $250K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.