SEC 13F Intelligence

FBGRXFIDELITY BLUE CHIP GROWTH

CUSIP 316389303 · Yahoo Finance ↗ · Google Finance ↗

Fidelity Blue Chip Growth (FBGRX) has 8 institutional holders in Filings Flow’s 13F database, together reporting 18.8K shares worth $5M as of Q1 2026. The largest reported holders are Williams Jones Wealth Management, LLC., Carret Asset Management, LLC, and Fulton Bank, N.a..

Institutional Holders
8
Q1 2026
Reported Value
$5M
Ticker
FBGRX
Quarters Tracked
28

Ownership Trend

Institutional holders
Q1 ’19: 3Q1 ’19Q2 ’19: 3Q3 ’19: 3Q4 ’19: 3Q1 ’20: 1Q1 ’20Q2 ’20: 1Q3 ’20: 1Q1 ’21: 3Q2 ’21: 5Q2 ’21Q3 ’21: 2Q4 ’21: 4Q1 ’22: 1Q2 ’22: 1Q2 ’22Q3 ’22: 3Q4 ’22: 3Q1 ’23: 3Q2 ’23: 3Q2 ’23Q3 ’23: 2Q4 ’23: 4Q1 ’24: 3Q2 ’24: 6Q2 ’24Q3 ’24: 4Q4 ’24: 6Q1 ’25: 4Q2 ’25: 6Q2 ’25Q3 ’25: 6Q4 ’25: 7Q1 ’26: 8filingsflow.com
Total reported value
Q1 ’19: $1MQ1 ’19Q2 ’19: $1MQ3 ’19: $1MQ4 ’19: $475,000Q1 ’20: $396,000Q1 ’20Q2 ’20: $545,000Q3 ’20: $625,000Q1 ’21: $973,000Q2 ’21: $2MQ2 ’21Q3 ’21: $892,000Q4 ’21: $3MQ1 ’22: $666,000Q2 ’22: $490,000Q2 ’22Q3 ’22: $726,000Q4 ’22: $761,000Q1 ’23: $877,000Q2 ’23: $1MQ2 ’23Q3 ’23: $914,315Q4 ’23: $1MQ1 ’24: $1MQ2 ’24: $3MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $9MQ1 ’26: $5Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Williams Jones Wealth Management, LLC.$8.1B AUM0.01%$1M4.5KQ1 2026
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.11%$1M4.4KQ1 2026
FULTON BANK, N.A.$3.3B AUM0.02%$586,6922.4KQ1 2026
Coston, McIsaac & Partners$443M AUM0.12%$521,0002.1KQ1 2026
NEVILLE RODIE & SHAW INC$1.5B AUM0.04%$492,0002.0KQ1 2026
Garton & Associates Financial Advisors LLC$122M AUM0.39%$480,1341.9KQ1 2026
Lester Murray Antman dba SimplyRich$391M AUM0.07%$286,0001.2KQ1 2026
Grassi Investment Management$1.3B AUM0.02%$231,000975Q2 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.02%$89,155359Q1 2026
Luminist Capital LLC$75M AUM0.00%$5,21920Q3 2025OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$1,4956Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.