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Bullock Wealth Management’s Compass Minerals CMP Stock Holding History

Bullock Wealth Management’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Sell
425
-205
-33% -$5.8K 0.01% 412
2026
Q1 		$14.7K Hold
630
– – 0.01% 385
2025
Q4 		$12.4K Hold
630
– – 0.01% 382
2025
Q3 		$12.5K Hold
630
– – 0.01% 393
2025
Q2 		$13.4K Sell
630
-20
-3% -$323 0.01% 362
2025
Q1 		$5.92K Hold
650
– – ﹤0.01% 438
2024
Q4 		$7.31K Hold
650
– – ﹤0.01% 420
2024
Q3 		$8K Sell
650
-185
-22% -$1.96K ﹤0.01% 396
2024
Q2 		$8.4K Hold
835
– – 0.01% 371
2024
Q1 		$13K Buy
+835
New +$17.5K 0.01% 338

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM

Bullock Wealth Management's CMP Position: Q2 2026 in Review

Bullock Wealth Management reduced its Compass Minerals (CMP) stake by 33% in Q2 2026, selling an estimated $5.8K and leaving 425 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #412.

Bullock Wealth Management first reported a position in CMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.7K in Q1 2026. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • Bullock Wealth Management held 425 shares of Compass Minerals worth $13K as of Q2 2026.
  • Bullock Wealth Management sold 205 Compass Minerals shares in Q2 2026, an estimated $5.8K.
  • Compass Minerals made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Bullock Wealth Management first reported a position in Compass Minerals in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Compass Minerals position peaked at $14.7K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.