FMUN — FIDELITY MERRIMACK STR TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in FIDELITY MERRIMACK STR TR (FMUN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 81,874 -1,144 -1.4% 0.01% $4.1M $49.97
2025 Q3 REDUCED 83,018 -52,947 -38.9% 0.01% $4.1M $49.16
2025 Q2 INITIATED 135,965 — — 0.01% $6.6M $47.57
% of Fund (quarterly)    FMUN price (monthly, adj. close)

Other funds also holding FMUN

As of 2025 Q4 — sorted by position size

Life Planning Partners, Inc 3Y 1.84% CAMELOT TECHNOLOGY ADVISORS, INC. 0.21% MARS JEWETT FINANCIAL GROUP, INC. 0.19% Global Wealth Management, LLC 0.16% Embree Financial Group 0.07% Avidian Wealth Enterprises, LLC 3Y 7Y 0.02% CAHABA WEALTH MANAGEMENT, INC. 3Y 7Y 0.02% TD Capital Management LLC 3Y 7Y 0.02% Sigma Planning Corp 3Y 7Y 0.01% OSAIC HOLDINGS, INC. 3Y 0.0%
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