Carson Wealth (CWM LLC)
BCPC

Carson Wealth (CWM LLC)’s Balchem Corp BCPC Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.18M Buy
6,955
+424
+6% +$72K ﹤0.01% 1447
2025
Q4 		$1M Buy
6,531
+995
+18% +$152K ﹤0.01% 1497
2025
Q3 		$831K Buy
5,536
+4,492
+430% +$708K ﹤0.01% 1515
2025
Q2 		$166K Buy
1,044
+524
+101% +$85K ﹤0.01% 2340
2025
Q1 		$86K Buy
520
+132
+34% +$21.6K ﹤0.01% 2554
2024
Q4 		$63K Buy
388
+69
+22% +$12K ﹤0.01% 2624
2024
Q3 		$56K Buy
319
+47
+17% +$8K ﹤0.01% 2609
2024
Q2 		$42K Sell
272
-26
-9% -$3.92K ﹤0.01% 2600
2024
Q1 		$46K Buy
298
+10
+3% +$1.48K ﹤0.01% 2345
2023
Q4 		$43K Sell
288
-32
-10% -$4.09K ﹤0.01% 2283
2023
Q3 		$40K Sell
320
-11
-3% -$1.46K ﹤0.01% 2213
2023
Q2 		$45K Buy
331
+70
+27% +$9K ﹤0.01% 2073
2023
Q1 		$33K Buy
261
+4
+2% +$517 ﹤0.01% 2166
2022
Q4 		$31K Buy
257
+45
+21% +$5.94K ﹤0.01% 2068
2022
Q3 		$26K Buy
212
+26
+14% +$3.39K ﹤0.01% 2070
2022
Q2 		$24K Buy
186
+20
+12% +$2.5K ﹤0.01% 2017
2022
Q1 		$23K Sell
166
-3
-2% -$430 ﹤0.01% 2004
2021
Q4 		$28K Buy
+169
New +$27.1K ﹤0.01% 1815

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BCPC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Balchem Corp (BCPC) stake by 6.5% in Q1 2026, buying an estimated $72K and bringing the position to 6,955 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Carson Wealth (CWM LLC) first reported a position in BCPC in Q4 2021 and has held it in 18 quarters since. 424 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,955 shares of Balchem Corp worth $1.18M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 424 Balchem Corp shares in Q1 2026, an estimated $72K.
  • Balchem Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1447 holding.
  • Carson Wealth (CWM LLC) first reported a position in Balchem Corp in Q4 2021 and has held it in 18 quarters since.
  • 424 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.