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Bogart Wealth LLC’s Balchem Corp BCPC Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$6.59K Hold
39
– – ﹤0.01% 1128
2026
Q1 		$6.61K Hold
39
– – ﹤0.01% 992
2025
Q4 		$5.98K Hold
39
– – ﹤0.01% 961
2025
Q3 		$5.85K Hold
39
– – ﹤0.01% 943
2025
Q2 		$6.21K Hold
39
– – ﹤0.01% 890
2025
Q1 		$6.47K Hold
39
– – ﹤0.01% 855
2024
Q4 		$6.36K Hold
39
– – ﹤0.01% 832
2024
Q3 		$6.86K Hold
39
– – ﹤0.01% 768
2024
Q2 		$6K Hold
39
– – ﹤0.01% 750
2024
Q1 		$6.04K Hold
39
– – ﹤0.01% 731
2023
Q4 		$5.8K Hold
39
– – ﹤0.01% 719
2023
Q3 		$4.84K Hold
39
– – ﹤0.01% 721
2023
Q2 		$5.26K Hold
39
– – ﹤0.01% 697
2023
Q1 		$4.93K Buy
+39
New +$5.04K ﹤0.01% 715

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bogart Wealth LLC's BCPC Position: Q2 2026 in Review

Bogart Wealth LLC held its Balchem Corp (BCPC) position steady in Q2 2026 at 39 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Bogart Wealth LLC first reported a position in BCPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.86K in Q3 2024. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Bogart Wealth LLC held 39 shares of Balchem Corp worth $6.59K as of Q2 2026.
  • Bogart Wealth LLC left its Balchem Corp share count unchanged in Q2 2026.
  • Balchem Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1128 holding.
  • Bogart Wealth LLC first reported a position in Balchem Corp in Q1 2023 and has held it in 14 quarters since.
  • Bogart Wealth LLC's Balchem Corp position peaked at $6.86K in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.