DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
FBGRX

FIDELITY BLUE CHIP

9 institutions still hold FIDELITY BLUE CHIP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316389303·9 13F holders·last filed Mar 31, 2026
Market cap
9.4%
vs prior quarter
13F value held
$8M
57.0% inst. owned
of float
Holders
9
+34 QoQ
filers reporting
Activity
+75 / −43
+906 added · −680 reduced
this quarter
Concentration
64.48%
Garton & Associates Financial Advisors LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported FBGRX in Q1 2026. Garton & Associates Financial Advisors LLC leads at 64.5% of the visible book. +34 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Garton & Associates Financial Advisors LLC
CIK 0002109857
$5M21K4.28%Q1 2026
02
Williams Jones Wealth Management, LLC.
CIK 0001788587
$1M4K0.01%Q1 2026
03
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$1M4K0.11%Q1 2026
04
FULTON BANK, N.A.
CIK 0000883782
$586,6922K0.02%Q1 2026
05
Financial Gravity Asset Management, Inc.
CIK 0001741736
$89,1553590.02%Q1 2026
06
Coston, McIsaac & Partners
CIK 0001945037
$5032K0.12%Q4 2025
07
NEVILLE RODIE & SHAW INC
CIK 0000071210
$4922K0.04%Q1 2026
08
Lester Murray Antman dba SimplyRich
CIK 0001725888
$2861K0.07%Q1 2026
09
Grassi Investment Management
CIK 0001608531
$2319750.02%Q2 2025