FESM β€” FIDELITY ENHANCED SMALL CAP ET

Ownership history in LYNCH & ASSOCIATES/IN  Β·  5 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported FIDELITY ENHANCED SMALL CAP ET (FESM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows FESM at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FESM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in FIDELITY ENHANCED SMALL CAP ET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FESM was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LYNCH & ASSOCIATES/IN held FESM β€” position size vs. price
% of Fund (quarterly)    FESM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 32,322 +10,789 +50.1% 0.23% $1.2M 2026-04-08 $39.90
2025 Q4 ADDED 21,533 +5,289 +32.6% 0.15% $814K 2026-01-07 $39.04
2025 Q3 ADDED 16,244 +740 +4.8% 0.11% $594K 2025-10-07 $36.47
2025 Q2 ADDED 15,504 +507 +3.4% 0.10% $496K 2025-07-15 $32.07
2025 Q1 INITIATED 14,997 β€” β€” 0.10% $442K 2025-04-17 $27.31

FAQ About LYNCH & ASSOCIATES/IN and FESM

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYNCH & ASSOCIATES/IN reported owning FESM?

LYNCH & ASSOCIATES/IN reported FESM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported FESM position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for FESM was 0.23% in 2026 Q1.

What is the latest reported FESM position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 32,322 shares, equal to 0.23% of portfolio, with an estimated market value of $1.2M.

What does the chart on this FESM ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly FESM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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