P.J. Schmidt Investment Management (PJS)’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 Q2	$1.03M	Sell	16,595 -2,846	-15%	-$169K	0.16%	78
2026 Q1	$974K	Sell	19,441 -3,298	-15%	-$175K	0.16%	80
2025 Q4	$1.25M	Sell	22,739 -6,646	-23%	-$361K	0.2%	71
2025 Q3	$1.58M	Buy	29,385 +11,641	+66%	+$593K	0.26%	62
2025 Q2	$856K	Buy	17,744 +12,192	+220%	+$520K	0.15%	84
2025 Q1	$222K	Buy	5,552 +918	+20%	+$41.5K	0.04%	175
2024 Q4	$214K	Buy	+4,634	New	+$210K	0.04%	177

Other funds holding FBCG

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG

GR Financial Group Tucson, Arizona $736M AUM 21.3% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s FBCG Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 15% in Q2 2026, selling an estimated $169K and leaving 16,595 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #78.

P.J. Schmidt Investment Management (PJS) first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q3 2025. 211 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 16,595 shares of Fidelity Blue Chip Growth ETF worth $1.03M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) sold 2,846 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $169K.
Fidelity Blue Chip Growth ETF made up 0.16% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #78 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
P.J. Schmidt Investment Management (PJS)'s Fidelity Blue Chip Growth ETF position peaked at $1.58M in Q3 2025.
211 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.