Spire Wealth Management FCOR — FIDELITY MERRIMACK STR TR

Ownership history in Spire Wealth Management  ·  7 quarters on record

AI Ownership Summary

Spire Wealth Management reported FIDELITY MERRIMACK STR TR (FCOR) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows FCOR at 0.00% 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 FCOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in FIDELITY MERRIMACK STR TR, 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 Q2

FCOR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Q2

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.

FCOR stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held FCOR — position size vs. price
% of Fund (quarterly)    FCOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 381 +33 +9.5% 0.00% $18K 2026-07-15 $46.81
2026 Q1 REDUCED 22.7% +1.6% ❌ 348 -102 -22.7% 0.00% $16K 2026-04-22 $47.04
2025 Q4 REDUCED 8.4% -0.4% ✅ 450 -41 -8.4% 0.00% $22K 2026-01-14 $46.99
2025 Q3 ADDED — — — 491 +82 +20.0% 0.00% $24K 2025-10-23 $46.88
2025 Q2 REDUCED 14.6% +2.4% ❌ 409 -70 -14.6% 0.00% $19K 2025-08-04 $45.63
2025 Q1 REDUCED 48.5% +1.9% ❌ 479 -452 -48.5% 0.00% $22K 2025-04-23 $43.62
2024 Q4 INITIATED — — — 931 — — 0.00% $43K 2025-01-24 $43.32

🏢 Other funds also holding FCOR

As of 2026 Q2 — sorted by position size

Midwest Financial Network, LLC 0.67% CAMELOT TECHNOLOGY ADVISORS, INC. 0.41% Noble Wealth Management PBC 0.06% EASTERN BANK 3Y 7Y 0.0%

FAQ About Spire Wealth Management and FCOR

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

How long has Spire Wealth Management reported owning FCOR?

Spire Wealth Management reported FCOR across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported FCOR position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for FCOR was 0.00% in 2024 Q4.

What is the latest reported FCOR position on this page?

The most recent filing on this page is 2026 Q2, when Spire Wealth Management reported 381 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this FCOR ownership page compare?

The chart compares Spire Wealth Management's quarterly FCOR 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 Spire Wealth Management time their FCOR position?

Based on 13F filing dates vs. subsequent FCOR price moves, Spire Wealth Management correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on FCOR relative to SPY over the holding period was -9.8%.

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