NORTH POINT PORTFOLIO MANAGERS CORP/OH FXAIX — FIDELITY 500 INDEX-INST PREM

Ownership history in NORTH POINT PORTFOLIO MANAGERS CORP/OH  ·  8 quarters on record

AI Ownership Summary

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported FIDELITY 500 INDEX-INST PREM (FXAIX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows FXAIX 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.

What this FXAIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTH POINT PORTFOLIO MANAGERS CORP/OH's position in FIDELITY 500 INDEX-INST PREM, 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

FXAIX 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
2024 Q2 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.

FXAIX stock page NORTH POINT PORTFOLIO MANAGERS CORP/OH fund profile NORTH POINT PORTFOLIO MANAGERS CORP/OH full holdings
How NORTH POINT PORTFOLIO MANAGERS CORP/OH held FXAIX — position size vs. price
% of Fund (quarterly)    FXAIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,940 — 0% 0.12% $669K 2026-04-24 $249.02
2025 Q4 UNCHANGED — — — 2,940 — 0% 0.12% $699K 2026-01-28 $241.82
2025 Q3 UNCHANGED — — — 2,940 — 0% 0.11% $685K 2025-10-23 $232.78
2025 Q2 UNCHANGED — — — 2,940 — 0% 0.11% $635K 2025-07-30 $219.16
2025 Q1 ADDED — — — 2,940 +669 +29.5% 0.10% $575K 2025-04-22 $181.53
2024 Q4 REDUCED 37.1% -4.3% ✅ 2,271 -1,338 -37.1% 0.08% $464K 2025-01-22 $208.28
2024 Q3 ADDED — — — 3,609 +1,401 +63.5% 0.12% $724K 2024-10-24 $198.18
2024 Q2 INITIATED — — — 2,208 — — 0.07% $420K 2024-07-29 $185.75

🏢 Other funds also holding FXAIX

As of 2026 Q1 — sorted by position size

Sippican Capital Advisors 3Y 7Y 1.64% Financial Concepts Unlimited, Inc. 0.32% Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.24% Coston, McIsaac & Partners 3Y 0.19% FULTON BANK, N.A. 3Y 7Y 0.14% CENTRAL BANK & TRUST CO 3Y 7Y 0.13% DUMONT & BLAKE INVESTMENT ADVISORS LLC 3Y 7Y 0.13% GRACE & WHITE INC /NY 3Y 7Y 0.13% CARRET ASSET MANAGEMENT, LLC 3Y 7Y 0.11% Mengis Capital Management, Inc. 3Y 7Y 0.1%

FAQ About NORTH POINT PORTFOLIO MANAGERS CORP/OH and FXAIX

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

How long has NORTH POINT PORTFOLIO MANAGERS CORP/OH reported owning FXAIX?

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported FXAIX across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FXAIX position in NORTH POINT PORTFOLIO MANAGERS CORP/OH's portfolio?

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

What is the latest reported FXAIX position on this page?

The most recent filing on this page is 2026 Q1, when NORTH POINT PORTFOLIO MANAGERS CORP/OH reported 2,940 shares, equal to 0.12% of portfolio, with an estimated market value of $669K.

What does the chart on this FXAIX ownership page compare?

The chart compares NORTH POINT PORTFOLIO MANAGERS CORP/OH's quarterly FXAIX 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 NORTH POINT PORTFOLIO MANAGERS CORP/OH time their FXAIX position?

Based on 13F filing dates vs. subsequent FXAIX price moves, NORTH POINT PORTFOLIO MANAGERS CORP/OH correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on FXAIX relative to SPY over the holding period was +0.1%.

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