8 institutions reported holding $9.4M of FIDELITY BLUE CHIP GROWTH (FBGRX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Garton & Associates Financial Advisors LLC ($5.2M), Williams Jones Wealth Management, LLC. ($1.1M), CARRET ASSET MANAGEMENT, LLC ($1.1M), Fulton Bank, N.A. ($586,692), Coston, McIsaac & Partners ($521,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors LLC | $5.2M | 21,077 | Added |
| 2 | Williams Jones Wealth Management, LLC. | $1.1M | 4,491 | Hold |
| 3 | CARRET ASSET MANAGEMENT, LLC | $1.1M | 4,391 | Trimmed |
| 4 | Fulton Bank, N.A. | $586,692 | 2,365 | Hold |
| 5 | Coston, McIsaac & Partners | $521,000 | 2,104 | Added |
| 6 | NEVILLE RODIE & SHAW INC | $492,000 | 1,985 | Trimmed |
| 7 | Lester Murray Antman dba SimplyRich | $286,000 | 1,156 | New |
| 8 | Financial Gravity Asset Management, Inc. | $89,155 | 359 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31