FSMDX β€” Fidelity Mid Cap Ins Prem

Ownership history in Sequent Asset Management, LLC  Β·  8 quarters on record

AI Ownership Summary

Sequent Asset Management, LLC reported Fidelity Mid Cap Ins Prem (FSMDX) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.14% in 2025 Q1. The latest visible filing shows FSMDX at 0.13% 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 FSMDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequent Asset Management, LLC's position in Fidelity Mid Cap Ins 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
2025 Q4

FSMDX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 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 2025 Q4

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 Sequent Asset Management, LLC held FSMDX β€” position size vs. price
% of Fund (quarterly)    FSMDX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 7,736 β€” 0% 0.13% $286K 2026-02-14 (Est.) $39.04
2025 Q3 UNCHANGED 7,736 β€” 0% 0.14% $288K 2025-10-20 $36.81
2025 Q1 UNCHANGED 7,736 β€” 0% 0.14% $252K 2025-04-29 $31.94
2024 Q4 UNCHANGED 7,736 β€” 0% 0.13% $261K 2025-01-24 $35.01
2024 Q3 UNCHANGED 7,736 β€” 0% 0.13% $266K 2024-11-01 $32.60
2024 Q2 UNCHANGED 7,736 β€” 0% 0.12% $243K 2024-07-26 $31.17
2024 Q1 UNCHANGED 7,736 β€” 0% 0.13% $252K 2024-04-17 $29.10
2023 Q4 INITIATED 7,736 β€” β€” 0.13% $232K 2024-02-05 $28.32

FAQ About Sequent Asset Management, LLC and FSMDX

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

How long has Sequent Asset Management, LLC reported owning FSMDX?

Sequent Asset Management, LLC reported FSMDX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FSMDX position in Sequent Asset Management, LLC's portfolio?

The largest reported portfolio weight for FSMDX was 0.14% in 2025 Q1.

What is the latest reported FSMDX position on this page?

The most recent filing on this page is 2025 Q4, when Sequent Asset Management, LLC reported 7,736 shares, equal to 0.13% of portfolio, with an estimated market value of $286K.

What does the chart on this FSMDX ownership page compare?

The chart compares Sequent Asset Management, LLC's quarterly FSMDX 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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