SCHMIDT P J INVESTMENT MANAGEMENT INC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 1008895
CEDARBURG, WI
Position in FBCG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$974,382
-$272,624 QoQ
Shares Held
19,441
-14.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $974,382 | 19,441 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,247,006 | 22,739 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,576,799 | 29,385 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $855,970 | 17,744 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $221,913 | 5,552 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $214,368 | 4,634 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||