Smith Salley Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Smith Salley Wealth Management’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.01M	Sell	57,756 -984	-2%	-$71.3K	0.17%	88
2026 Q1	$4M	Buy	58,740 +797	+1%	+$57.4K	0.2%	85
2025 Q4	$4.25M	Sell	57,943 -150	-0.3%	-$10.6K	0.21%	79
2025 Q3	$4.12M	Sell	58,093 -543	-0.9%	-$36.7K	0.21%	75
2025 Q2	$3.8M	Buy	58,636 +105	+0.2%	+$6.12K	0.22%	76
2025 Q1	$3.29M	Buy	58,531 +484	+0.8%	+$29.1K	0.22%	78
2024 Q4	$3.41M	Sell	58,047 -2,302	-4%	-$133K	0.22%	76
2024 Q3	$3.32M	Buy	60,349 +1,457	+2%	+$76.1K	0.22%	78
2024 Q2	$3.08M	Buy	58,892 +39	+0.1%	+$1.96K	0.22%	76
2024 Q1	$2.92M	Sell	58,853 -182	-0.3%	-$8.63K	0.23%	77
2023 Q4	$2.63M	Buy	59,035 +63	+0.1%	+$2.63K	0.17%	92
2023 Q3	$2.34M	Buy	58,972 +7,868	+15%	+$322K	0.17%	93
2023 Q2	$2.06M	Buy	51,104 +3,359	+7%	+$128K	0.15%	100
2023 Q1	$1.75M	Sell	47,745 -1,200	-2%	-$41.8K	0.14%	106
2022 Q4	$1.52M	Sell	48,945 -1,847	-4%	-$59K	0.13%	110
2022 Q3	$1.59M	Sell	50,792 -2,113	-4%	-$76.3K	0.15%	107
2022 Q2	$1.88M	Buy	52,905 +6,118	+13%	+$241K	0.16%	105
2022 Q1	$2.13M	Sell	46,787 -6,234	-12%	-$289K	0.16%	102
2021 Q4	$2.72M	Buy	53,021 +6,881	+15%	+$363K	0.19%	94
2021 Q3	$2.46M	Buy	46,140 +4,613	+11%	+$254K	0.19%	91
2021 Q2	$2.26M	Buy	41,527 +1,905	+5%	+$99.5K	0.18%	95
2021 Q1	$1.95M	Buy	39,622 +3,674	+10%	+$177K	0.18%	92
2020 Q4	$1.64M	Sell	35,948 -5,083	-12%	-$215K	0.17%	94
2020 Q3	$1.58M	Buy	41,031 +3,500	+9%	+$135K	0.19%	90
2020 Q2	$1.32M	Buy	37,531 +1,164	+3%	+$39.1K	0.18%	88
2020 Q1	$1.06M	Buy	36,367 +4,793	+15%	+$165K	0.18%	90
2019 Q4	$1.13M	Buy	31,574 +5,540	+21%	+$191K	0.15%	99
2019 Q3	$861K	Buy	26,034 +1,027	+4%	+$34.6K	0.12%	102
2019 Q2	$829K	Buy	25,007 +468	+2%	+$15.5K	0.13%	101
2019 Q1	$784K	Buy	24,539 +7,244	+42%	+$226K	0.13%	102
2018 Q4	$493K	Buy	17,295 +10,815	+167%	+$327K	0.09%	113
2018 Q3	$205K	Buy	+6,480	New	+$195K	0.03%	181

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Smith Salley Wealth Management's FCOM Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 1.7% in Q2 2026, selling an estimated $71.3K and leaving 57,756 shares worth $4.01M. The position accounts for 0.17% of the portfolio, ranked #88.

Smith Salley Wealth Management first reported a position in FCOM in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.25M in Q4 2025. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Smith Salley Wealth Management held 57,756 shares of Fidelity MSCI Communication Services Index ETF worth $4.01M as of Q2 2026.
Smith Salley Wealth Management sold 984 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $71.3K.
Fidelity MSCI Communication Services Index ETF made up 0.17% of Smith Salley Wealth Management's portfolio in Q2 2026, its #88 holding.
Smith Salley Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2018 and has held it in 32 quarters since.
Smith Salley Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $4.25M in Q4 2025.
212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.