BWP
BCPC

Baldwin Wealth Partners’s Balchem Corp BCPC Stock Holding History

Baldwin Wealth Partners’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,770
Closed -$266K – 252
2025
Q3 		$266K Sell
1,770
-11
-0.6% -$1.73K 0.02% 203
2025
Q2 		$284K Sell
1,781
-133
-7% -$21.6K 0.02% 187
2025
Q1 		$318K Sell
1,914
-423
-18% -$69.4K 0.02% 173
2024
Q4 		$381K Sell
2,337
-2,956
-56% -$513K 0.03% 172
2024
Q3 		$932K Buy
5,293
+1,844
+53% +$314K 0.06% 128
2024
Q2 		$531K Sell
3,449
-705
-17% -$106K 0.04% 137
2024
Q1 		$644K Sell
4,154
-152
-4% -$22.5K 0.05% 130
2023
Q4 		$641K Sell
4,306
-3,516
-45% -$449K 0.05% 127
2023
Q3 		$970K Sell
7,822
-175
-2% -$23.3K 0.08% 112
2023
Q2 		$1.08M Sell
7,997
-90
-1% -$11.6K 0.09% 107
2023
Q1 		$1.02M Buy
8,087
+1
+0% +$129 0.09% 112
2022
Q4 		$987K Buy
+8,086
New +$1.07M 0.09% 113

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baldwin Wealth Partners's BCPC Position: Q4 2025 in Review

Baldwin Wealth Partners sold out of Balchem Corp (BCPC) in Q4 2025, closing a stake of 1,770 shares — an estimated $266K sold.

Baldwin Wealth Partners first reported a position in BCPC in Q4 2022 and held it in 12 quarters. The position peaked at $1.08M in Q2 2023. 409 funds tracked by Wall St. Rank hold BCPC as of Q4 2025.

  • Baldwin Wealth Partners reported no remaining Balchem Corp position as of Q4 2025 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,770 Balchem Corp shares in Q4 2025, an estimated $266K.
  • Baldwin Wealth Partners first reported a position in Balchem Corp in Q4 2022 and held it in 12 quarters.
  • Baldwin Wealth Partners's Balchem Corp position peaked at $1.08M in Q2 2023.
  • 409 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2025.

Based on Baldwin Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.