JWA
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JFS Wealth Advisors’s FMC FMC Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$464 Buy
40
+17
+74% +$237 ﹤0.01% 1968
2026
Q1 		$398 Hold
23
– – ﹤0.01% 1786
2025
Q4 		$321 Buy
23
+21
+1,050% +$400 ﹤0.01% 1842
2025
Q3 		$68 Buy
+2
New +$78 ﹤0.01% 1857
2025
Q2 		– Sell
-5
Closed -$211 – 1906
2025
Q1 		$211 Sell
5
-46
-90% -$2.04K ﹤0.01% 1837
2024
Q4 		$2.48K Sell
51
-8
-14% -$467 ﹤0.01% 1390
2024
Q3 		$3.89K Buy
59
+22
+59% +$1.35K ﹤0.01% 1215
2024
Q2 		$2.13K Sell
37
-2
-5% -$120 ﹤0.01% 1408
2024
Q1 		$2.48K Sell
39
-32
-45% -$1.87K ﹤0.01% 1367
2023
Q4 		$4.48K Buy
71
+45
+173% +$2.61K ﹤0.01% 1105
2023
Q3 		$1.74K Sell
26
-68
-72% -$5.89K ﹤0.01% 1413
2023
Q2 		$9.81K Sell
94
-4
-4% -$450 ﹤0.01% 738
2023
Q1 		$12K Sell
98
-4
-4% -$503 ﹤0.01% 656
2022
Q4 		$12.7K Sell
102
-5
-5% -$613 ﹤0.01% 627
2022
Q3 		$11K Sell
107
-38
-26% -$4.1K ﹤0.01% 696
2022
Q2 		$16K Buy
145
+5
+4% +$611 ﹤0.01% 629
2022
Q1 		$18K Sell
140
-4
-3% -$470 ﹤0.01% 629
2021
Q4 		$16K Sell
144
-1,000
-87% -$101K ﹤0.01% 608
2021
Q3 		$105K Buy
+1,144
New +$113K 0.01% 299

Other funds holding FMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JFS Wealth Advisors increased its FMC (FMC) stake by 74% in Q2 2026, buying an estimated $237 and bringing the position to 40 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

JFS Wealth Advisors first reported a position in FMC in Q3 2021 and has held it in 19 quarters since. The position peaked at $105K in Q3 2021. 410 funds tracked by Wall St. Rank hold FMC as of Q2 2026.

  • JFS Wealth Advisors held 40 shares of FMC worth $464 as of Q2 2026.
  • JFS Wealth Advisors bought 17 FMC shares in Q2 2026, an estimated $237.
  • FMC made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1968 holding.
  • JFS Wealth Advisors first reported a position in FMC in Q3 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's FMC position peaked at $105K in Q3 2021.
  • 410 funds tracked by Wall St. Rank held FMC as of Q2 2026.

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