FMAT FIDELITY MCSI MATERIALS INDEX

Ownership history in LYNCH & ASSOCIATES/IN  ·  33 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported FIDELITY MCSI MATERIALS INDEX (FMAT) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows FMAT at 0.12% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMAT 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 MCSI MATERIALS INDEX, 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

FMAT was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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
2023 Q4 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 FMAT — position size vs. price
% of Fund (quarterly)    FMAT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,313 +137 +1.2% 0.12% $652K 2026-04-08 $60.07
2025 Q4 ADDED 11,176 +316 +2.9% 0.11% $594K 2026-01-07 $54.86
2025 Q3 ADDED 10,860 +582 +5.7% 0.11% $569K 2025-10-07 $51.90
2025 Q2 ADDED 10,278 +439 +4.5% 0.10% $513K 2025-07-15 $50.03
2025 Q1 ADDED 9,839 +336 +3.5% 0.10% $475K 2025-04-17 $44.91
2024 Q4 REDUCED 9,503 -104 -1.1% 0.10% $458K 2025-01-10 $46.62
2024 Q3 ADDED 9,607 +440 +4.8% 0.11% $521K 2024-10-15 $53.08
2024 Q2 ADDED 9,167 +566 +6.6% 0.10% $453K 2024-08-06 $48.24
2024 Q1 ADDED 8,601 +863 +11.2% 0.10% $450K 2024-04-09 $50.78
2023 Q4 ADDED 7,738 +468 +6.4% 0.09% $377K 2024-01-08 $46.35
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and FMAT

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 FMAT?

LYNCH & ASSOCIATES/IN reported FMAT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for FMAT was 0.12% in 2026 Q1.

What is the latest reported FMAT position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 11,313 shares, equal to 0.12% of portfolio, with an estimated market value of $652K.

What does the chart on this FMAT ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly FMAT 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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