Sweeney & Michel’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Sweeney & Michel’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	$272K	Buy	4,490 +13	+0.3%	+$762	0.08%	129
2025 Q4	$279K	Buy	4,477 +174	+4%	+$8.98K	0.08%	122
2025 Q3	$219K	Sell	4,303 -613	-12%	-$31.9K	0.07%	128
2025 Q2	$255K	Buy	4,916 +19	+0.4%	+$912	0.09%	112
2025 Q1	$206K	Buy	+4,897	New	+$243K	0.09%	116
2024 Q3	$343K	Buy	6,216 +21	+0.3%	+$1.08K	0.14%	95
2024 Q2	$303K	Buy	6,195 +21	+0.3%	+$1.07K	0.13%	95
2024 Q1	$320K	Buy	+6,174	New	+$300K	0.14%	88
2023 Q3	$371K	Sell	8,587 -1,475	-15%	-$68.2K	0.19%	75
2023 Q2	$472K	Sell	10,062 -1,071	-10%	-$47.9K	0.24%	68
2023 Q1	$496K	Buy	+11,133	New	+$510K	0.26%	61

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sweeney & Michel's FMAT Position: Q1 2026 in Review

Sweeney & Michel increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 0.29% in Q1 2026, buying an estimated $762 and bringing the position to 4,490 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #129.

Sweeney & Michel first reported a position in FMAT in Q1 2023 and has held it in 11 quarters since. The position peaked at $496K in Q1 2023. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Sweeney & Michel held 4,490 shares of Fidelity MSCI Materials Index ETF worth $272K as of Q1 2026.
Sweeney & Michel bought 13 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $762.
Fidelity MSCI Materials Index ETF made up 0.08% of Sweeney & Michel's portfolio in Q1 2026, its #129 holding.
Sweeney & Michel first reported a position in Fidelity MSCI Materials Index ETF in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Fidelity MSCI Materials Index ETF position peaked at $496K in Q1 2023.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.