Caldwell Trust
FMC icon

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
Q3 		$36 Sell
4
-1
-20% -$11 ﹤0.01% 813
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Caldwell Trust's FMC Position: Q3 2026 in Review

Caldwell Trust reduced its FMC (FMC) stake by 20% in Q3 2026, selling an estimated $11 and leaving 4 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Caldwell Trust first reported a position in FMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $172 in Q1 2026. 212 funds tracked by Wall St. Rank hold FMC as of Q3 2026.

  • Caldwell Trust held 4 shares of FMC worth $36 as of Q3 2026.
  • Caldwell Trust sold 1 FMC share in Q3 2026, an estimated $11.
  • FMC made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #813 holding.
  • Caldwell Trust first reported a position in FMC in Q4 2025 and has held it in 4 quarters since.
  • Caldwell Trust's FMC position peaked at $172 in Q1 2026.
  • 212 funds tracked by Wall St. Rank held FMC as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.