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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

FBGRX

FBGRX Smart Money Holdings (13F)

Fidelity Blue Chip Growth

-$58.4K

Net Activity

Institutions Holding

8

Popularity Rank

#10405

Avg Weight

0.58%

Total Value

$9.4M

Ownership Trend

8 institutions currently hold FBGRX, with 3 net buyers and 2 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

2

Net Buying Institutions

3

Key Holders

Key Holders

Top 5 by Value

G&
Garton & Associates Financial Advisors LLC
$5.2M
WJ
Williams Jones Wealth Management, LLC.
$1.1M
CA
Carret Asset Management, LLC
$1.1M
FB
Fulton Bank, N.a.
$586.7K
CM
Coston, McIsaac & Partners
$521.0K

Top 5 by Conviction

G&
Garton & Associates Financial Advisors LLC
4.28%
CM
Coston, McIsaac & Partners
0.12%
CA
Carret Asset Management, LLC
0.11%
LM
Lester Murray Antman dba SimplyRich
0.07%
NR
Neville Rodie & Shaw INC
0.04%
View all 8 holding institutions

Across its top 8 institutional holders, FBGRX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 21/100).

Quarterly Activity

Recent Activity

+$6.0M

Total Buy Value

$1.8M

Total Sell Value

New buy1
Trim2
Add2
Sold out0

3

Net Buyers

2

Net Sellers

Smart Money Convergence

FBGRX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

316389303

FAQ

Who are the top institutional investors holding FIDELITY BLUE CHIP GROWTH (FBGRX)?
Major stakeholders currently include Garton & Associates Financial Advisors LLC ($5.2M), Williams Jones Wealth Management, LLC. ($1.1M), Carret Asset Management, LLC ($1.1M). Based on the latest 13F filings, there are a total of 8 tracked investment funds and institutions maintaining positions in FBGRX.
What is the overall institutional sentiment toward FBGRX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $58.4K, driven by 3 managers accumulating shares while 2 reduced their exposure.
Which institutions have been selling or reducing their FBGRX positions?
In the latest period, 2 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $1.8M.
Are there any notable investors adding FBGRX to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.0M.

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