Mengis Capital Management »

Fidelity 500 Index Instl Premi shares owned by Mengis Capital Management

Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Mengis Capital Management from 13F filings

Historical chart of Mengis 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 Mengis Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity 500 Index Instl Premi by Mengis Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $530k 2.3k 232.95
2025-06-30 $274k 1.3k 216.12
2025-03-31 $234k 1.2k 195.38

More positions owned by Mengis Capital Management

Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class C cs (GOOG)
Chevron Corporation (CVX)
Gs Intl Dvlpd Etf FD (GSIE)
Qualcomm (QCOM)
Deere & Company (DE)
Quanta Services (PWR)
Costco Wholesale Corporation (COST)
Paccar (PCAR)
Medtronic (MDT)
Amazon (AMZN)
Novartis (NVS)
Eli Lilly & Co. (LLY)

View all positions for Mengis Capital Management

Top funds holding Fidelity 500 Index Instl Premi

Sequent Asset Management
Grey Fox Wealth Advisors
Fulton Bank, NA
Sippican Capital Adivsors
Ferguson Wellman Capital Management
Riverbrige Partners
Williams Jones Wealth Management
Carret Asset Management
Coston, McIsaac & Partners
Marcia E. Wade
North Star Asset Management
Grace & White
North Point Portfolio Managers Corporation
Wintrust Financial Corporation
Moody Lynn & Co/

View all funds holding Fidelity 500 Index Instl Premi