Evergreen Capital Management’s Balchem Corp BCPC Stock Holding History

Evergreen Capital Management’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	$316K	Buy	1,862 +67	+4%	+$11.4K	0.01%	1084
2025 Q4	$276K	Sell	1,795 -4	-0.2%	-$610	0.01%	1092
2025 Q3	$270K	Buy	1,799 +322	+22%	+$50.7K	0.01%	1050
2025 Q2	$235K	Sell	1,477 -745	-34%	-$121K	0.01%	943
2025 Q1	$369K	Buy	2,222 +327	+17%	+$53.6K	0.01%	636
2024 Q4	$311K	Buy	1,895 +107	+6%	+$18.6K	0.01%	717
2024 Q3	$315K	Buy	1,788 +44	+3%	+$7.49K	0.01%	688
2024 Q2	$268K	Buy	+1,744	New	+$263K	0.01%	703
2023 Q4	–	Sell	-1,905	Closed	-$236K	–	913
2023 Q3	$236K	Buy	1,905 +156	+9%	+$20.7K	0.01%	648
2023 Q2	$236K	Buy	+1,749	New	+$225K	0.01%	659
2022 Q2	–	Sell	-1,667	Closed	-$228K	–	694
2022 Q1	$228K	Buy	1,667 +239	+17%	+$34.2K	0.01%	573
2021 Q4	$241K	Buy	1,428 +23	+2%	+$3.69K	0.01%	539
2021 Q3	$204K	Buy	+1,405	New	+$190K	0.01%	545

Other funds holding BCPC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Evergreen Capital Management's BCPC Position: Q1 2026 in Review

Evergreen Capital Management increased its Balchem Corp (BCPC) stake by 3.7% in Q1 2026, buying an estimated $11.4K and bringing the position to 1,862 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1084.

Evergreen Capital Management first reported a position in BCPC in Q3 2021 and has held it in 13 quarters since. The position peaked at $369K in Q1 2025. 422 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

Evergreen Capital Management held 1,862 shares of Balchem Corp worth $316K as of Q1 2026.
Evergreen Capital Management bought 67 Balchem Corp shares in Q1 2026, an estimated $11.4K.
Balchem Corp made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1084 holding.
Evergreen Capital Management first reported a position in Balchem Corp in Q3 2021 and has held it in 13 quarters since.
Evergreen Capital Management's Balchem Corp position peaked at $369K in Q1 2025.
422 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.