BP
FMC icon

Ballentine Partners’s FMC FMC Stock Holding History

Ballentine Partners’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$156K Sell
13,587
-9,595
-41% -$134K ﹤0.01% 1027
2026
Q1 		$399K Buy
23,182
+4,043
+21% +$60.5K 0.01% 608
2025
Q4 		$265K Buy
19,139
+11,011
+135% +$210K ﹤0.01% 773
2025
Q3 		$273K Sell
8,128
-62
-0.8% -$2.42K ﹤0.01% 764
2025
Q2 		$342K Sell
8,190
-3,700
-31% -$147K 0.01% 632
2025
Q1 		$502K Buy
11,890
+7,015
+144% +$312K 0.01% 447
2024
Q4 		$237K Sell
4,875
-3,895
-44% -$227K ﹤0.01% 708
2024
Q3 		$578K Buy
8,770
+2,661
+44% +$163K 0.01% 389
2024
Q2 		$352K Sell
6,109
-3,026
-33% -$181K 0.01% 506
2024
Q1 		$582K Buy
9,135
+3,146
+53% +$184K 0.01% 361
2023
Q4 		$378K Buy
+5,989
New +$347K 0.01% 431
2023
Q3 		– Sell
-3,633
Closed -$379K – 626
2023
Q2 		$379K Buy
3,633
+159
+5% +$17.9K 0.01% 384
2023
Q1 		$424K Sell
3,474
-109
-3% -$13.7K 0.01% 328
2022
Q4 		$447K Sell
3,583
-15
-0.4% -$1.84K 0.01% 300
2022
Q3 		$380K Sell
3,598
-237
-6% -$25.6K 0.01% 291
2022
Q2 		$410K Sell
3,835
-840
-18% -$103K 0.01% 266
2022
Q1 		$616K Buy
4,675
+1,267
+37% +$149K 0.02% 232
2021
Q4 		$375K Buy
3,408
+349
+11% +$35.1K 0.01% 325
2021
Q3 		$280K Sell
3,059
-473
-13% -$46.7K 0.01% 329
2021
Q2 		$382K Buy
3,532
+983
+39% +$114K 0.01% 279
2021
Q1 		$282K Buy
2,549
+367
+17% +$40.7K 0.01% 313
2020
Q4 		$251K Buy
2,182
+3
+0.1% +$334 0.01% 323
2020
Q3 		$231K Buy
+2,179
New +$233K 0.01% 336

Other funds holding FMC

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $147M AUM
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Ballentine Partners's FMC Position: Q2 2026 in Review

Ballentine Partners reduced its FMC (FMC) stake by 41% in Q2 2026, selling an estimated $134K and leaving 13,587 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Ballentine Partners first reported a position in FMC in Q3 2020 and has held it in 23 quarters since. The position peaked at $616K in Q1 2022. 40 funds tracked by Wall St. Rank hold FMC as of Q2 2026.

  • Ballentine Partners held 13,587 shares of FMC worth $156K as of Q2 2026.
  • Ballentine Partners sold 9,595 FMC shares in Q2 2026, an estimated $134K.
  • FMC made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1027 holding.
  • Ballentine Partners first reported a position in FMC in Q3 2020 and has held it in 23 quarters since.
  • Ballentine Partners's FMC position peaked at $616K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held FMC as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.