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Fidelity sml mid factr shares owned by Appleton Partners

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Appleton Partners from 13F filings

Historical chart of Appleton Partners investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by Appleton Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.8M 166k 52.85

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Ge Vernova CS (GEV)
Microsoft Corp CS (MSFT)
Broadcom CS (AVGO)
Amazon CS (AMZN)
Jpmorgan Chase & Co CS (JPM)
Morgan Stanley CS (MS)
Select Sector Spdr Tr St Str E CS (XLE)
Visa Inc Com Cl A CS (V)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Eli Lilly & Co CS (LLY)

View all positions for Appleton Partners

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