Caldwell Trust’s FMC FMC Stock Holding History

Caldwell Trust’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	$58	Sell	5 -5	-50%	-$70	﹤0.01%	811
2026 Q1	$172	Hold	10	–	–	﹤0.01%	784
2025 Q4	$139	Buy	+10	New	+$191	﹤0.01%	754

Other funds holding FMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caldwell Trust's FMC Position: Q2 2026 in Review

Caldwell Trust reduced its FMC (FMC) stake by 50% in Q2 2026, selling an estimated $70 and leaving 5 shares worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Caldwell Trust first reported a position in FMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $172 in Q1 2026. 413 funds tracked by Wall St. Rank hold FMC as of Q2 2026.

Caldwell Trust held 5 shares of FMC worth $58 as of Q2 2026.
Caldwell Trust sold 5 FMC shares in Q2 2026, an estimated $70.
FMC made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #811 holding.
Caldwell Trust first reported a position in FMC in Q4 2025 and has held it in 3 quarters since.
Caldwell Trust's FMC position peaked at $172 in Q1 2026.
413 funds tracked by Wall St. Rank held FMC as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.