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Gibbs Wealth Management’s Balchem Corp BCPC Stock Holding History

Gibbs Wealth 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 		$891K Buy
5,255
+2,031
+63% +$345K 0.12% 172
2025
Q4 		$517K Sell
3,224
-233
-7% -$35.6K 0.13% 195
2025
Q3 		$519K Sell
3,457
-608
-15% -$95.8K 0.12% 208
2025
Q2 		$647K Buy
4,065
+522
+15% +$84.6K 0.12% 192
2025
Q1 		$588K Buy
3,543
+860
+32% +$141K 0.14% 166
2024
Q4 		$437K Buy
2,683
+440
+20% +$76.4K 0.12% 187
2024
Q3 		$395K Buy
2,243
+330
+17% +$56.2K 0.13% 179
2024
Q2 		$295K Buy
+1,913
New +$288K 0.12% 188

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gibbs Wealth Management's BCPC Position: Q1 2026 in Review

Gibbs Wealth Management increased its Balchem Corp (BCPC) stake by 63% in Q1 2026, buying an estimated $345K and bringing the position to 5,255 shares worth $891K. The position accounts for 0.12% of the portfolio, ranked #172.

Gibbs Wealth Management first reported a position in BCPC in Q2 2024 and has held it in 8 quarters since. 425 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

  • Gibbs Wealth Management held 5,255 shares of Balchem Corp worth $891K as of Q1 2026.
  • Gibbs Wealth Management bought 2,031 Balchem Corp shares in Q1 2026, an estimated $345K.
  • Balchem Corp made up 0.12% of Gibbs Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Gibbs Wealth Management first reported a position in Balchem Corp in Q2 2024 and has held it in 8 quarters since.
  • 425 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.