Grantham, Mayo, Van Otterloo & Co (GMO)’s Balchem Corp BCPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.1M	Buy	212,718 +2,874	+1%	+$488K	0.09%	99
2025 Q4	$32.2M	Sell	209,844 -145,979	-41%	-$22.3M	0.08%	107
2025 Q3	$53.4M	Buy	355,823 +3,325	+0.9%	+$524K	0.15%	67
2025 Q2	$56.1M	Buy	352,498 +56,195	+19%	+$9.11M	0.17%	60
2025 Q1	$49.2M	Buy	296,303 +92,091	+45%	+$15.1M	0.16%	68
2024 Q4	$33.3M	Buy	204,212 +7,855	+4%	+$1.36M	0.11%	124
2024 Q3	$34.6M	Buy	196,357 +21,752	+12%	+$3.7M	0.11%	134
2024 Q2	$26.9M	Buy	174,605 +8,530	+5%	+$1.28M	0.09%	147
2024 Q1	$25.7M	Buy	166,075 +72,989	+78%	+$10.8M	0.09%	156
2023 Q4	$13.8M	Sell	93,086 -5,677	-6%	-$726K	0.06%	215
2023 Q3	$12.3M	Buy	98,763 +29,265	+42%	+$3.89M	0.06%	235
2023 Q2	$9.37M	Hold	69,498	–	–	0.04%	263
2023 Q1	$8.79M	Buy	69,498 +31,462	+83%	+$4.07M	0.04%	261
2022 Q4	$4.64M	Buy	38,036 +4,423	+13%	+$584K	0.02%	350
2022 Q3	$4.09M	Buy	+33,613	New	+$4.38M	0.02%	352