JFS Wealth Advisors’s Balchem Corp BCPC Stock Holding History

JFS Wealth Advisors’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	$4.39K	Buy	26 +6	+30%	+$997	﹤0.01%	1328
2026 Q1	$3.39K	Sell	20 -10	-33%	-$1.7K	﹤0.01%	1330
2025 Q4	$4.61K	Buy	30 +7	+30%	+$1.07K	﹤0.01%	1269
2025 Q3	$3.45K	Hold	23	–	–	﹤0.01%	1261
2025 Q2	$3.66K	Hold	23	–	–	﹤0.01%	1196
2025 Q1	$3.82K	Hold	23	–	–	﹤0.01%	1232
2024 Q4	$3.75K	Hold	23	–	–	﹤0.01%	1230
2024 Q3	$4.05K	Buy	23 +1	+5%	+$170	﹤0.01%	1195
2024 Q2	$3.39K	Hold	22	–	–	﹤0.01%	1221
2024 Q1	$3.41K	Hold	22	–	–	﹤0.01%	1245
2023 Q4	$3.27K	Hold	22	–	–	﹤0.01%	1225
2023 Q3	$2.73K	Hold	22	–	–	﹤0.01%	1239
2023 Q2	$2.97K	Sell	22 -37	-63%	-$4.76K	﹤0.01%	1234
2023 Q1	$7.46K	Sell	59 -1	-2%	-$129	﹤0.01%	828
2022 Q4	$7.33K	Hold	60	–	–	﹤0.01%	828
2022 Q3	$7K	Sell	60 -3	-5%	-$391	﹤0.01%	886
2022 Q2	$8K	Buy	63 +15	+31%	+$1.88K	﹤0.01%	851
2022 Q1	$7K	Buy	48 +4	+9%	+$573	﹤0.01%	942
2021 Q4	$7K	Buy	44 +7	+19%	+$1.12K	﹤0.01%	750
2021 Q3	$5K	Hold	37	–	–	﹤0.01%	722
2021 Q2	$5K	Hold	37	–	–	﹤0.01%	502
2021 Q1	$5K	Buy	+37	New	+$4.5K	﹤0.01%	472

Other funds holding BCPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JFS Wealth Advisors's BCPC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Balchem Corp (BCPC) stake by 30% in Q2 2026, buying an estimated $997 and bringing the position to 26 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

JFS Wealth Advisors first reported a position in BCPC in Q1 2021 and has held it in 22 quarters since. The position peaked at $8K in Q2 2022. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

JFS Wealth Advisors held 26 shares of Balchem Corp worth $4.39K as of Q2 2026.
JFS Wealth Advisors bought 6 Balchem Corp shares in Q2 2026, an estimated $997.
Balchem Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1328 holding.
JFS Wealth Advisors first reported a position in Balchem Corp in Q1 2021 and has held it in 22 quarters since.
JFS Wealth Advisors's Balchem Corp position peaked at $8K in Q2 2022.
416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.