Summit Securities Group’s FMC FMC Stock Holding History

Summit Securities Group’s Portfolio FMC Stock Details FMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,389	Closed	-$47K	–	1165
2025 Q4	$47K	Buy	3,389 +2,089	+161%	+$39.8K	0.01%	626
2025 Q3	$43.7K	Sell	1,300 -800	-38%	-$31.2K	0.01%	595
2025 Q2	$87.7K	Buy	2,100 +1,400	+200%	+$55.6K	0.02%	390
2025 Q1	$29.5K	Buy	700 +200	+40%	+$8.88K	﹤0.01%	411
2024 Q4	$24.3K	Buy	+500	New	+$29.2K	0.01%	354
2024 Q3	–	Sell	-1,000	Closed	-$58K	–	679
2024 Q2	$58K	Buy	+1,000	New	+$59.8K	0.01%	268
2024 Q1	–	Sell	-600	Closed	-$38K	–	625
2023 Q4	$38K	Buy	+600	New	+$34.8K	﹤0.01%	417
2023 Q3	–	Sell	-164	Closed	-$17K	–	733
2023 Q2	$17K	Sell	164 -83	-34%	-$9.33K	﹤0.01%	670
2023 Q1	$30K	Sell	247 -2,275	-90%	-$286K	﹤0.01%	541
2022 Q4	$315K	Buy	2,522 +2,521	+252,100%	+$309K	0.01%	354
2022 Q3	$0	Sell	1 -260	-100%	-$28.1K	﹤0.01%	1004
2022 Q2	$28K	Sell	261 -391	-60%	-$47.8K	﹤0.01%	695
2022 Q1	$86K	Buy	+652	New	+$76.7K	0.01%	537
2014 Q4	–	Sell	-3,098	Closed	-$154K	–	646
2014 Q3	$154K	Buy	+3,098	New	+$176K	0.04%	244

Other funds holding FMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return