CIBC Private Wealth Group’s Balchem Corp BCPC Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$29.4K	Sell	192 -31	-14%	-$4.73K	﹤0.01%	2015
2025 Q3	$33.5K	Buy	223 +65	+41%	+$10.2K	﹤0.01%	1968
2025 Q2	$25.2K	Sell	158 -1	-0.6%	-$162	﹤0.01%	1929
2025 Q1	$23.9K	Buy	159 +1	+0.6%	+$164	﹤0.01%	1927
2024 Q4	$24.8K	Hold	158	–	–	﹤0.01%	1967
2024 Q3	$27.8K	Sell	158 -90	-36%	-$15.3K	﹤0.01%	2013
2024 Q2	$40.2K	Sell	248 -16	-6%	-$2.41K	﹤0.01%	1760
2024 Q1	$40.2K	Buy	+264	New	+$39.1K	﹤0.01%	1761
2018 Q3	–	Sell	-1,000	Closed	-$98K	–	1773
2018 Q2	$98K	Hold	1,000	–	–	﹤0.01%	1033
2018 Q1	$82K	Hold	1,000	–	–	﹤0.01%	1057
2017 Q4	$81K	Buy	+1,000	New	+$83.3K	﹤0.01%	1074

Other funds holding BCPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Private Wealth Group's BCPC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Balchem Corp (BCPC) stake by 14% in Q4 2025, selling an estimated $4.73K and leaving 192 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

CIBC Private Wealth Group first reported a position in BCPC in Q4 2017 and has held it in 11 quarters since. The position peaked at $98K in Q2 2018. 409 funds tracked by Wall St. Rank hold BCPC as of Q4 2025.

CIBC Private Wealth Group held 192 shares of Balchem Corp worth $29.4K as of Q4 2025.
CIBC Private Wealth Group sold 31 Balchem Corp shares in Q4 2025, an estimated $4.73K.
Balchem Corp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2015 holding.
CIBC Private Wealth Group first reported a position in Balchem Corp in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's Balchem Corp position peaked at $98K in Q2 2018.
409 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.