Creative Planning’s Balchem Corp BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.9M | Buy |
40,856
+1,145
| +3% | +$190K | ﹤0.01% | 1161 |
|
|
2026
Q1 | $6.73M | Buy |
39,711
+13,386
| +51% | +$2.27M | ﹤0.01% | 969 |
|
|
2025
Q4 | $4.04M | Buy |
26,325
+10,971
| +71% | +$1.67M | ﹤0.01% | 1162 |
|
|
2025
Q3 | $2.3M | Buy |
15,354
+4,604
| +43% | +$725K | ﹤0.01% | 1436 |
|
|
2025
Q2 | $1.71M | Sell |
10,750
-1,090
| -9% | -$177K | ﹤0.01% | 1447 |
|
|
2025
Q1 | $1.97M | Buy |
11,840
+1,007
| +9% | +$165K | ﹤0.01% | 1187 |
|
|
2024
Q4 | $1.77M | Buy |
10,833
+1,056
| +11% | +$183K | ﹤0.01% | 1218 |
|
|
2024
Q3 | $1.72M | Buy |
9,777
+2,449
| +33% | +$417K | ﹤0.01% | 1164 |
|
|
2024
Q2 | $1.13M | Sell |
7,328
-69
| -0.9% | -$10.4K | ﹤0.01% | 1323 |
|
|
2024
Q1 | $1.15M | Buy |
7,397
+2,819
| +62% | +$418K | ﹤0.01% | 1248 |
|
|
2023
Q4 | $681K | Buy |
4,578
+1,982
| +76% | +$253K | ﹤0.01% | 1486 |
|
|
2023
Q3 | $322K | Buy |
2,596
+266
| +11% | +$35.4K | ﹤0.01% | 1876 |
|
|
2023
Q2 | $314K | Buy |
2,330
+327
| +16% | +$42K | ﹤0.01% | 1877 |
|
|
2023
Q1 | $253K | Buy |
+2,003
| New | +$259K | ﹤0.01% | 1944 |
|
|
2017
Q3 | – | Sell |
-636
| Closed | -$49K | – | 3803 |
|
|
2017
Q2 | $49K | Hold |
636
| – | – | ﹤0.01% | 2529 |
|
|
2017
Q1 | $52K | Sell |
636
-300
| -32% | -$25.2K | ﹤0.01% | 2453 |
|
|
2016
Q4 | $79K | Hold |
936
| – | – | ﹤0.01% | 2030 |
|
|
2016
Q3 | $73K | Sell |
936
-10,264
| -92% | -$682K | ﹤0.01% | 2076 |
|
|
2016
Q2 | $668K | Buy |
11,200
+35
| +0.3% | +$2.14K | ﹤0.01% | 658 |
|
|
2016
Q1 | $692K | Buy |
11,165
+46
| +0.4% | +$2.76K | 0.01% | 622 |
|
|
2015
Q4 | $676K | Hold |
11,119
| – | – | 0.01% | 632 |
|
|
2015
Q3 | $676K | Buy |
+11,119
| New | +$644K | 0.01% | 619 |
|
|
2015
Q2 | – | Sell |
-495
| Closed | -$27K | – | 3112 |
|
|
2015
Q1 | $27K | Sell |
495
-31
| -6% | -$1.77K | ﹤0.01% | 2489 |
|
|
2014
Q4 | $35K | Sell |
526
-237
| -31% | -$14.8K | ﹤0.01% | 2248 |
|
|
2014
Q3 | $43K | Buy |
763
+64
| +9% | +$3.41K | ﹤0.01% | 2028 |
|
|
2014
Q2 | $37K | Buy |
699
+36
| +5% | +$2.06K | ﹤0.01% | 2093 |
|
|
2014
Q1 | $35K | Buy |
663
+300
| +83% | +$16.1K | ﹤0.01% | 2038 |
|
|
2013
Q4 | $21K | Buy |
363
+168
| +86% | +$9.49K | ﹤0.01% | 2165 |
|
|
2013
Q3 | $10K | Buy |
+195
| New | +$9.62K | ﹤0.01% | 2478 |
|
Other funds holding BCPC
CCA
WA
GCM
Creative Planning's BCPC Position: Q2 2026 in Review
Creative Planning increased its Balchem Corp (BCPC) stake by 2.9% in Q2 2026, buying an estimated $190K and bringing the position to 40,856 shares worth $6.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1161.
Creative Planning first reported a position in BCPC in Q3 2013 and has held it in 29 quarters since. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.
- Creative Planning held 40,856 shares of Balchem Corp worth $6.9M as of Q2 2026.
- Creative Planning bought 1,145 Balchem Corp shares in Q2 2026, an estimated $190K.
- Balchem Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1161 holding.
- Creative Planning first reported a position in Balchem Corp in Q3 2013 and has held it in 29 quarters since.
- 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.