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Fidelity sml mid factr shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 876 44.01
2025-06-30 $36k 876 41.47

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Visa Com Cl A (V)

View all positions for Brian McDonald

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Atria Investments
Stifel Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Cambridge Investment Research Advisors
Raymond James Financial

View all funds holding Fidelity sml mid factr