GoalVest Advisory’s FMC FMC Stock Holding History

GoalVest Advisory’s Portfolio FMC Stock Details FMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3	Closed	-$127	–	423
2025 Q1	$127	Buy	+3	New	+$133	﹤0.01%	485

Other funds holding FMC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GoalVest Advisory's FMC Position: Q2 2025 in Review

GoalVest Advisory sold out of FMC (FMC) in Q2 2025, closing a stake of 3 shares — an estimated $127 sold.

GoalVest Advisory first reported a position in FMC in Q1 2025 and held it in 1 quarter. The position peaked at $127 in Q1 2025. 502 funds tracked by Wall St. Rank hold FMC as of Q2 2025.

GoalVest Advisory reported no remaining FMC position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 FMC shares in Q2 2025, an estimated $127.
GoalVest Advisory first reported a position in FMC in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's FMC position peaked at $127 in Q1 2025.
502 funds tracked by Wall St. Rank held FMC as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.