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Samantha McLemore’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Samantha McLemore’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.2M Buy
1,217,595
+863,764
+244% +$54M 2.04% 21
2026
Q1 		$20.9M Sell
353,831
-427,864
-55% -$28.5M 0.76% 33
2025
Q4 		$59.6M Buy
781,695
+161,943
+26% +$14.1M 2.3% 20
2025
Q3 		$61.9M Sell
619,752
-474
-0.1% -$47.4K 2.48% 17
2025
Q2 		$58.3M Hold
620,226
– – 2.63% 18
2025
Q1 		$44.6M Buy
620,226
+314,623
+103% +$25.6M 2.3% 22
2024
Q4 		$24.9M Buy
305,603
+208,752
+216% +$15.1M 1.15% 30
2024
Q3 		$5.38M Sell
96,851
-5,986
-6% -$319K 0.26% 36
2024
Q2 		$5.39M Sell
102,837
-9,564
-9% -$548K 0.29% 35
2024
Q1 		$6.98M Buy
+112,401
New +$5.38M 0.34% 36

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Samantha McLemore's FBTC Position: Q2 2026 in Review

Samantha McLemore increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 244% in Q2 2026, buying an estimated $54M and bringing the position to 1,217,595 shares worth $62.2M. The position accounts for 2.04% of the portfolio, ranked #21.

Samantha McLemore first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Samantha McLemore held 1,217,595 shares of Fidelity Wise Origin Bitcoin Fund worth $62.2M as of Q2 2026.
  • Samantha McLemore bought 863,764 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $54M.
  • Fidelity Wise Origin Bitcoin Fund made up 2.04% of Samantha McLemore's portfolio in Q2 2026, its #21 holding.
  • Samantha McLemore first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Patient Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.