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Summit X LLC’s Fidelity Magellan ETF FMAG Stock Holding History

Summit X LLC’s Portfolio FMAG Stock Details FMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,127
Closed -$519K – 84
2025
Q2 		$519K Sell
15,127
-15,147
-50% -$471K 0.1% 142
2025
Q1 		$880K Buy
30,274
+15,517
+105% +$483K 0.19% 98
2024
Q4 		$457K Buy
14,757
+658
+5% +$20.7K 0.1% 127
2024
Q3 		$418K Hold
14,099
– – 0.1% 126
2024
Q2 		$418K Sell
14,099
-160
-1% -$4.52K 0.09% 139
2024
Q1 		$400K Sell
14,259
-738
-5% -$19.4K 0.1% 127
2023
Q4 		$362K Sell
14,997
-100
-0.7% -$2.25K 0.1% 130
2023
Q3 		$322K Buy
15,097
+150
+1% +$3.3K 0.1% 128
2023
Q2 		$327K Hold
14,947
– – 0.08% 202
2023
Q1 		$299K Sell
14,947
-1,115
-7% -$21.7K 0.08% 210
2022
Q4 		$299K Sell
16,062
-75
-0.5% -$1.4K 0.09% 211
2022
Q3 		$283K Buy
16,137
+75
+0.5% +$1.49K 0.08% 210
2022
Q2 		$299K Hold
16,062
– – 0.09% 209
2022
Q1 		$356K Buy
+16,062
New +$355K 0.09% 195

Other funds holding FMAG

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Summit X LLC's FMAG Position: Q3 2025 in Review

Summit X LLC sold out of Fidelity Magellan ETF (FMAG) in Q3 2025, closing a stake of 15,127 shares — an estimated $519K sold.

Summit X LLC first reported a position in FMAG in Q1 2022 and held it in 14 quarters. The position peaked at $880K in Q1 2025. 33 funds tracked by Wall St. Rank hold FMAG as of Q3 2025.

  • Summit X LLC reported no remaining Fidelity Magellan ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 15,127 Fidelity Magellan ETF shares in Q3 2025, an estimated $519K.
  • Summit X LLC first reported a position in Fidelity Magellan ETF in Q1 2022 and held it in 14 quarters.
  • Summit X LLC's Fidelity Magellan ETF position peaked at $880K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.