EP Wealth Advisors’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
6,369
-296
| -4% | -$11.8K | ﹤0.01% | 1089 |
|
|
2025
Q1 | $281K | Buy |
6,665
+2,340
| +54% | +$104K | ﹤0.01% | 944 |
|
|
2024
Q4 | $210K | Buy |
+4,325
| New | +$252K | ﹤0.01% | 1050 |
|
|
2023
Q4 | – | Sell |
-9,788
| Closed | -$656K | – | 823 |
|
|
2023
Q3 | $656K | Sell |
9,788
-29,885
| -75% | -$2.59M | 0.01% | 408 |
|
|
2023
Q2 | $45.9M | Buy |
39,673
+2,132
| +6% | +$240K | 0.66% | 36 |
|
|
2023
Q1 | $937K | Sell |
37,541
-363,712
| -91% | -$45.8M | 0.02% | 310 |
|
|
2022
Q4 | $50.1M | Sell |
401,253
-1,057
| -0.3% | -$130K | 0.9% | 28 |
|
|
2022
Q3 | $42.5M | Buy |
402,310
+17,337
| +5% | +$1.87M | 0.96% | 24 |
|
|
2022
Q2 | $41.2M | Buy |
384,973
+12,377
| +3% | +$1.51M | 0.93% | 23 |
|
|
2022
Q1 | $49M | Buy |
372,596
+118,647
| +47% | +$14M | 1.08% | 15 |
|
|
2021
Q4 | $27.9M | Buy |
253,949
+17,633
| +7% | +$1.77M | 0.66% | 40 |
|
|
2021
Q3 | $21.6M | Buy |
236,316
+29,526
| +14% | +$2.91M | 0.59% | 44 |
|
|
2021
Q2 | $22.4M | Buy |
206,790
+16,955
| +9% | +$1.96M | 0.62% | 44 |
|
|
2021
Q1 | $21M | Buy |
189,835
+26,883
| +16% | +$2.98M | 0.67% | 42 |
|
|
2020
Q4 | $18.7M | Buy |
162,952
+10,168
| +7% | +$1.13M | 0.66% | 34 |
|
|
2020
Q3 | $16.2M | Buy |
152,784
+1,827
| +1% | +$196K | 0.7% | 35 |
|
|
2020
Q2 | $15M | Buy |
150,957
+5,731
| +4% | +$529K | 0.64% | 35 |
|
|
2020
Q1 | $11.9M | Buy |
145,226
+5,560
| +4% | +$516K | 0.58% | 36 |
|
|
2019
Q4 | $13.9M | Buy |
139,666
+2,870
| +2% | +$267K | 0.57% | 41 |
|
|
2019
Q3 | $12M | Buy |
136,796
+2,362
| +2% | +$203K | 0.59% | 39 |
|
|
2019
Q2 | $11.2M | Sell |
134,434
-2,377
| -2% | -$187K | 0.7% | 34 |
|
|
2019
Q1 | $10.5M | Sell |
136,811
-18,589
| -12% | -$1.36M | 1.01% | 32 |
|
|
2018
Q4 | $9.97M | Sell |
155,400
-17,122
| -10% | -$1.2M | 0.77% | 33 |
|
|
2018
Q3 | $13M | Buy |
172,522
+1,156
| +0.7% | +$87.1K | 1.02% | 31 |
|
|
2018
Q2 | $13.3M | Buy |
171,366
+2,569
| +2% | +$191K | 1.25% | 25 |
|
|
2018
Q1 | $11.2M | Buy |
168,797
+35,898
| +27% | +$2.68M | 1.08% | 27 |
|
|
2017
Q4 | $10.9M | Buy |
132,899
+2,236
| +2% | +$180K | 1.15% | 26 |
|
|
2017
Q3 | $10.1M | Buy |
130,663
+278
| +0.2% | +$20K | 1.17% | 26 |
|
|
2017
Q2 | $8.26M | Sell |
130,385
-6,860
| -5% | -$442K | 1.01% | 31 |
|
|
2017
Q1 | $8.28M | Buy |
+137,245
| New | +$7.1M | 1.14% | 26 |
|
Other funds holding FMC
EP Wealth Advisors's FMC Position: Q2 2025 in Review
EP Wealth Advisors reduced its FMC (FMC) stake by 4.4% in Q2 2025, selling an estimated $11.8K and leaving 6,369 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.
EP Wealth Advisors first reported a position in FMC in Q1 2017 and has held it in 30 quarters since. The position peaked at $50.1M in Q4 2022. 502 funds tracked by Wall St. Rank hold FMC as of Q2 2025.
- EP Wealth Advisors held 6,369 shares of FMC worth $266K as of Q2 2025.
- EP Wealth Advisors sold 296 FMC shares in Q2 2025, an estimated $11.8K.
- FMC made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1089 holding.
- EP Wealth Advisors first reported a position in FMC in Q1 2017 and has held it in 30 quarters since.
- EP Wealth Advisors's FMC position peaked at $50.1M in Q4 2022.
- 502 funds tracked by Wall St. Rank held FMC as of Q2 2025.
Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.