FTEC FIDELITY MCSI INFORMATION TECH

Ownership history in LYNCH & ASSOCIATES/IN  ·  45 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported FIDELITY MCSI INFORMATION TECH (FTEC) in 45 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.02% in 2025 Q3. The latest visible filing shows FTEC at 0.95% 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 FTEC 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 INFORMATION TECH, 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

FTEC was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2025 Q3

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 FTEC — position size vs. price
% of Fund (quarterly)    FTEC 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 24,271 +594 +2.5% 0.95% $5.0M 2026-04-08 $220.42
2025 Q4 REDUCED 23,677 -5 -0.0% 1.01% $5.3M 2026-01-07 $228.19
2025 Q3 REDUCED 23,682 -836 -3.4% 1.02% $5.3M 2025-10-07 $224.26
2025 Q2 ADDED 24,518 +960 +4.1% 0.97% $4.8M 2025-07-15 $200.44
2025 Q1 ADDED 23,558 +831 +3.7% 0.82% $3.8M 2025-04-17 $149.57
2024 Q4 REDUCED 22,727 -146 -0.6% 0.91% $4.2M 2025-01-10 $181.45
2024 Q3 ADDED 22,873 +843 +3.8% 0.84% $4.0M 2024-10-15 $176.59
2024 Q2 ADDED 22,030 +669 +3.1% 0.85% $3.8M 2024-08-06 $153.55
2024 Q1 ADDED 21,361 +1,748 +8.9% 0.77% $3.3M 2024-04-09 $152.92
2023 Q4 ADDED 19,613 +1,252 +6.8% 0.68% $2.8M 2024-01-08 $139.09
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and FTEC

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 FTEC?

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

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

The largest reported portfolio weight for FTEC was 1.02% in 2025 Q3.

What is the latest reported FTEC position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 24,271 shares, equal to 0.95% of portfolio, with an estimated market value of $5.0M.

What does the chart on this FTEC ownership page compare?

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