LCW Services, LLC FBND β€” FIDELITY MERRIMACK STR TR

Ownership history in LCW Services, LLC  Β·  2 quarters on record

AI Ownership Summary

LCW Services, LLC reported FIDELITY MERRIMACK STR TR (FBND) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows FBND at 0.20% 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 FBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LCW Services, LLC'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 Q1

FBND was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% 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
2025 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 LCW Services, LLC held FBND β€” position size vs. price
% of Fund (quarterly)    FBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 8,827 +792 +9.9% 0.20% $403K 2026-04-27 $45.70
2025 Q4 INITIATED β€” β€” β€” 8,035 β€” β€” 0.20% $370K 2026-02-11 $45.73

FAQ About LCW Services, LLC and FBND

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

How long has LCW Services, LLC reported owning FBND?

LCW Services, LLC reported FBND across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FBND position in LCW Services, LLC's portfolio?

The largest reported portfolio weight for FBND was 0.20% in 2026 Q1.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2026 Q1, when LCW Services, LLC reported 8,827 shares, equal to 0.20% of portfolio, with an estimated market value of $403K.

What does the chart on this FBND ownership page compare?

The chart compares LCW Services, LLC's quarterly FBND 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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