Mitchell McLeod Pugh & Williams’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Mitchell McLeod Pugh & Williams’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.74M	Buy	174,305 +21,111	+14%	+$1.12M	1.29%	16
2025 Q4	$8.22M	Buy	153,194 +22,219	+17%	+$1.21M	1.17%	17
2025 Q3	$7.32M	Buy	130,975 +20,496	+19%	+$1.04M	1.18%	17
2025 Q2	$5.33M	Buy	110,479 +19,797	+22%	+$844K	0.99%	19
2025 Q1	$3.62M	Buy	90,682 +23,506	+35%	+$1.06M	0.75%	26
2024 Q4	$3.11M	Buy	67,176 +20,353	+43%	+$923K	0.65%	31
2024 Q3	$2M	Buy	46,823 +22,618	+93%	+$936K	0.42%	50
2024 Q2	$1.03M	Buy	+24,205	New	+$956K	0.23%	90

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's FBCG Position: Q1 2026 in Review

Mitchell McLeod Pugh & Williams increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 14% in Q1 2026, buying an estimated $1.12M and bringing the position to 174,305 shares worth $8.74M. The position accounts for 1.29% of the portfolio, ranked #16.

Mitchell McLeod Pugh & Williams first reported a position in FBCG in Q2 2024 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Mitchell McLeod Pugh & Williams held 174,305 shares of Fidelity Blue Chip Growth ETF worth $8.74M as of Q1 2026.
Mitchell McLeod Pugh & Williams bought 21,111 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $1.12M.
Fidelity Blue Chip Growth ETF made up 1.29% of Mitchell McLeod Pugh & Williams's portfolio in Q1 2026, its #16 holding.
Mitchell McLeod Pugh & Williams first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 8 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q1 2026, filed 24 Apr 2026.