Fidelity 500 Index Instl Premi shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management investment in Fidelity 500 Index Instl Premi
Tip: Access up to 7 years of quarterly data
All positions including Fidelity 500 Index Instl Premi held by Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fidelity 500 Index Instl Premi by Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 9.0k | 232.95 |
| 2025-06-30 | $1.9M | 9.0k | 216.11 |
| 2025-03-31 | $1.7M | 8.8k | 195.47 |
| 2024-12-31 | $1.1M | 5.6k | 204.19 |
| 2024-09-30 | $1.2M | 6.1k | 200.72 |
| 2024-06-30 | $1.1M | 5.5k | 190.19 |
| 2024-03-31 | $1.0M | 5.5k | 182.94 |
| 2023-12-31 | $933k | 5.6k | 165.48 |
| 2023-09-30 | $837k | 5.6k | 149.36 |
| 2023-06-30 | $624k | 4.0k | 155.02 |
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