LYNCH & ASSOCIATES/IN FUTY — FIDELITY MSCI UTILITIES INDEX

Ownership history in LYNCH & ASSOCIATES/IN  ·  26 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported FIDELITY MSCI UTILITIES INDEX (FUTY) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows FUTY at 0.17% 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 FUTY 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 MSCI UTILITIES 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

FUTY was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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.

FUTY stock page LYNCH & ASSOCIATES/IN fund profile LYNCH & ASSOCIATES/IN full holdings
How LYNCH & ASSOCIATES/IN held FUTY — position size vs. price
% of Fund (quarterly)    FUTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 15,043 +761 +5.3% 0.17% $889K 2026-04-08 $60.30
2025 Q4 REDUCED — — — 14,282 -270 -1.9% 0.15% $789K 2026-01-07 $54.00
2025 Q3 ADDED — — — 14,552 +947 +7.0% 0.16% $822K 2025-10-07 $57.54
2025 Q2 ADDED — — — 13,605 +262 +2.0% 0.14% $716K 2025-07-15 $51.81
2025 Q1 ADDED — — — 13,343 +369 +2.8% 0.15% $680K 2025-04-17 $48.98
2024 Q4 REDUCED — — — 12,974 -179 -1.4% 0.14% $633K 2025-01-10 $46.97
2024 Q3 ADDED — — — 13,153 +908 +7.4% 0.14% $682K 2024-10-15 $49.67
2024 Q2 ADDED — — — 12,245 +1,356 +12.5% 0.12% $538K 2024-08-06 $44.80
2024 Q1 ADDED — — — 10,889 +956 +9.6% 0.11% $462K 2024-04-09 $40.27
2023 Q4 ADDED — — — 9,933 +711 +7.7% 0.10% $406K 2024-01-08 $39.17
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FUTY

As of 2026 Q1 — sorted by position size

Independence Financial Advisors, LLC 3.44% Targeted Financial Services LLC 2.77% TRAPHAGEN INVESTMENT ADVISORS LLC 1.9% High Point Wealth Management, LLC 1.78% Maltin Wealth Management, Inc. 3Y 1.61% SWEENEY & MICHEL, LLC 1.59% Yoder Wealth Management, Inc. 1.29% INVESTMENT MANAGEMENT CORP /VA/ /ADV 1.2% Conrad Siegel Investment Advisors, Inc. 3Y 0.82% Q3 Asset Management 3Y 7Y 0.8%

FAQ About LYNCH & ASSOCIATES/IN and FUTY

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 FUTY?

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

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

The largest reported portfolio weight for FUTY was 0.17% in 2026 Q1.

What is the latest reported FUTY position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 15,043 shares, equal to 0.17% of portfolio, with an estimated market value of $889K.

What does the chart on this FUTY ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly FUTY 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.

How well did LYNCH & ASSOCIATES/IN time their FUTY position?

Based on 13F filing dates vs. subsequent FUTY price moves, LYNCH & ASSOCIATES/IN correctly timed 12 out of 23 reported position changes (52%). The annualised alpha on FUTY relative to SPY over the holding period was -4.4%.

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