FRM
BCPC

Fox Run Management’s Balchem Corp BCPC Stock Holding History

Fox Run 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
Q2 		$702K Buy
4,155
+1,127
+37% +$187K 0.12% 337
2026
Q1 		$516K Buy
+3,028
New +$514K 0.09% 419
2025
Q4 		– Sell
-2,854
Closed -$428K – 1337
2025
Q3 		$428K Sell
2,854
-2,126
-43% -$335K 0.07% 559
2025
Q2 		$793K Buy
+4,980
New +$807K 0.13% 273
2025
Q1 		– Sell
-5,310
Closed -$866K – 1290
2024
Q4 		$866K Buy
+5,310
New +$921K 0.16% 212

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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fox Run Management's BCPC Position: Q2 2026 in Review

Fox Run Management increased its Balchem Corp (BCPC) stake by 37% in Q2 2026, buying an estimated $187K and bringing the position to 4,155 shares worth $702K. The position accounts for 0.12% of the portfolio, ranked #337.

Fox Run Management first reported a position in BCPC in Q4 2024 and has held it in 5 quarters since. The position peaked at $866K in Q4 2024. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Fox Run Management held 4,155 shares of Balchem Corp worth $702K as of Q2 2026.
  • Fox Run Management bought 1,127 Balchem Corp shares in Q2 2026, an estimated $187K.
  • Balchem Corp made up 0.12% of Fox Run Management's portfolio in Q2 2026, its #337 holding.
  • Fox Run Management first reported a position in Balchem Corp in Q4 2024 and has held it in 5 quarters since.
  • Fox Run Management's Balchem Corp position peaked at $866K in Q4 2024.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.