FSMD β€” FIDELITY SMALL-MID MULTIFACTOR ETF

Ownership history in Noble Wealth Management PBC  Β·  4 quarters on record

AI Ownership Summary

Noble Wealth Management PBC reported FIDELITY SMALL-MID MULTIFACTOR ETF (FSMD) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows FSMD at 0.02% 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 FSMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Noble Wealth Management PBC's position in FIDELITY SMALL-MID MULTIFACTOR 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

FSMD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

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

Time in book
Holding Window
2024 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 Noble Wealth Management PBC held FSMD β€” position size vs. price
% of Fund (quarterly)    FSMD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,000 -300 -23.1% 0.02% $45K 2026-05-15 (Est.) $45.40
2025 Q4 UNCHANGED 1,300 β€” 0% 0.03% $57K 2026-01-05 $44.82
2025 Q1 UNCHANGED 1,300 β€” 0% 0.03% $51 2025-04-15 $36.70
2024 Q4 INITIATED 1,300 β€” β€” 0.04% $54K 2025-02-05 $42.11

🏒 Other funds also holding FSMD

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 0.1%

FAQ About Noble Wealth Management PBC and FSMD

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

How long has Noble Wealth Management PBC reported owning FSMD?

Noble Wealth Management PBC reported FSMD across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FSMD position in Noble Wealth Management PBC's portfolio?

The largest reported portfolio weight for FSMD was 0.04% in 2024 Q4.

What is the latest reported FSMD position on this page?

The most recent filing on this page is 2026 Q1, when Noble Wealth Management PBC reported 1,000 shares, equal to 0.02% of portfolio, with an estimated market value of $45K.

What does the chart on this FSMD ownership page compare?

The chart compares Noble Wealth Management PBC's quarterly FSMD 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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