DOSSIER · 13F Holders · Q1 2026
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
13F value held
$10M
visible holders
Holders
9
filers reporting
Concentration
52.79%
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 52.8% of the visible book.

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
$742K2K0.02%Q2 2026
05
NEVILLE RODIE & SHAW INC
CIK 0000071210
$621K2K0.04%Q2 2026
06
Coston, McIsaac & Partners
CIK 0001945037
$503K2K0.12%Q4 2025
07
Lester Murray Antman dba SimplyRich
CIK 0001725888
$286K1K0.07%Q1 2026
08
Grassi Investment Management
CIK 0001608531
$231K9750.02%Q2 2025
09
Financial Gravity Asset Management, Inc.
CIK 0001741736
$89K3590.02%Q1 2026