Fidelity 500 Index Instl Premi shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment Advisors investment in Fidelity 500 Index Instl Premi
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Quarterly reported holdings in Fidelity 500 Index Instl Premi by Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $537k | 2.3k | 232.99 |
| 2025-06-30 | $511k | 2.4k | 216.15 |
| 2025-03-31 | $459k | 2.3k | 195.50 |
| 2024-12-31 | $477k | 2.3k | 204.15 |
| 2024-06-30 | $869k | 4.6k | 190.19 |
| 2024-03-31 | $413k | 2.3k | 182.91 |
| 2023-12-31 | $378k | 2.3k | 165.35 |
| 2023-09-30 | $339k | 2.3k | 149.54 |
| 2023-06-30 | $349k | 2.3k | 154.90 |
| 2023-03-31 | $321k | 2.2k | 143.24 |
| 2022-12-31 | $295k | 2.2k | 133.24 |
| 2022-09-30 | $273k | 2.2k | 124.77 |
| 2022-06-30 | $286k | 2.2k | 131.98 |
| 2022-03-31 | $334k | 2.1k | 157.62 |
| 2021-12-31 | $347k | 2.1k | 165.47 |
| 2021-09-30 | $309k | 2.1k | 149.78 |
| 2021-06-30 | $299k | 2.0k | 149.57 |
| 2021-03-31 | $272k | 2.0k | 138.21 |
| 2020-12-31 | $252k | 1.9k | 130.03 |
| 2020-09-30 | $225k | 1.9k | 117.13 |
| 2020-06-30 | $206k | 1.9k | 107.68 |
| 2019-12-31 | $241k | 2.2k | 111.88 |
| 2019-09-30 | $258k | 2.5k | 103.91 |
| 2019-06-30 | $329k | 3.2k | 102.52 |
| 2019-03-31 | $269k | 2.7k | 99.12 |
| 2018-12-31 | $235k | 2.7k | 87.13 |
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