FMDE FIDELITY ENHANCED MID CAP ETF

Ownership history in LYNCH & ASSOCIATES/IN  ·  10 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported FIDELITY ENHANCED MID CAP ETF (FMDE) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2026 Q1. The latest visible filing shows FMDE at 0.62% 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 FMDE 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 MID CAP ETF, 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

FMDE was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% 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 FMDE — position size vs. price
% of Fund (quarterly)    FMDE 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 92,107 +23,116 +33.5% 0.62% $3.3M 2026-04-08 $37.47
2025 Q4 ADDED 68,991 +10,484 +17.9% 0.47% $2.5M 2026-01-07 $37.17
2025 Q3 ADDED 58,507 +6,457 +12.4% 0.41% $2.1M 2025-10-07 $35.85
2025 Q2 ADDED 52,050 +10,782 +26.1% 0.36% $1.8M 2025-07-15 $33.90
2025 Q1 ADDED 41,268 +23,923 +137.9% 0.28% $1.3M 2025-04-17 $29.49
2024 Q4 ADDED 17,345 +2,040 +13.3% 0.12% $570K 2025-01-10 $32.14
2024 Q3 ADDED 15,305 +4,001 +35.4% 0.10% $492K 2024-10-15 $32.09
2024 Q2 ADDED 11,304 +2,209 +24.3% 0.08% $333K 2024-08-06 $28.36
2024 Q1 ADDED 9,095 +1,495 +19.7% 0.06% $278K 2024-04-09 $29.49
2023 Q4 INITIATED 7,600 0.05% $207K 2024-01-08 $26.47

FAQ About LYNCH & ASSOCIATES/IN and FMDE

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 FMDE?

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

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

The largest reported portfolio weight for FMDE was 0.62% in 2026 Q1.

What is the latest reported FMDE position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 92,107 shares, equal to 0.62% of portfolio, with an estimated market value of $3.3M.

What does the chart on this FMDE ownership page compare?

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