Kimelman & Baird’s Fresenius Medical Care FMS Stock Holding History

Kimelman & Baird’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Hold	9,734	–	–	0.02%	112
2026 Q1	$220K	Hold	9,734	–	–	0.02%	109
2025 Q4	$232K	Hold	9,734	–	–	0.02%	110
2025 Q3	$256K	Hold	9,734	–	–	0.02%	108
2025 Q2	$278K	Hold	9,734	–	–	0.02%	111
2025 Q1	$242K	Hold	9,734	–	–	0.02%	116
2024 Q4	$220K	Hold	9,734	–	–	0.02%	120
2024 Q3	$207K	Hold	9,734	–	–	0.02%	125
2024 Q2	$186K	Buy	+9,734	New	+$198K	0.02%	131
2021 Q2	$677K	Buy	+16,280	New	+$651K	0.06%	73
2019 Q3	$547K	Hold	16,280	–	–	0.08%	69
2019 Q2	$639K	Hold	16,280	–	–	0.09%	71
2019 Q1	$660K	Hold	16,280	–	–	0.09%	68
2018 Q4	$527K	Hold	16,280	–	–	0.08%	72
2018 Q3	$837K	Hold	16,280	–	–	0.11%	66
2018 Q2	$820K	Buy	+16,280	New	+$825K	0.11%	69
2017 Q4	$856K	Hold	16,280	–	–	0.12%	65
2017 Q3	$796K	Hold	16,280	–	–	0.12%	65
2017 Q2	$787K	Hold	16,280	–	–	0.12%	67
2017 Q1	$686K	Hold	16,280	–	–	0.1%	69
2016 Q4	$687K	Hold	16,280	–	–	0.12%	66
2016 Q3	$713K	Hold	16,280	–	–	0.13%	67
2016 Q2	$709K	Hold	16,280	–	–	0.13%	66
2016 Q1	$718K	Hold	16,280	–	–	0.13%	67
2015 Q4	$681K	Buy	+16,280	New	+$686K	0.13%	73
2015 Q2	$677K	Buy	+16,280	New	+$696K	0.12%	78

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Kimelman & Baird's FMS Position: Q2 2026 in Review

Kimelman & Baird held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 9,734 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #112.

Kimelman & Baird first reported a position in FMS in Q2 2015 and has held it in 26 quarters since. The position peaked at $856K in Q4 2017. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Kimelman & Baird held 9,734 shares of Fresenius Medical Care worth $220K as of Q2 2026.
Kimelman & Baird left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up 0.02% of Kimelman & Baird's portfolio in Q2 2026, its #112 holding.
Kimelman & Baird first reported a position in Fresenius Medical Care in Q2 2015 and has held it in 26 quarters since.
Kimelman & Baird's Fresenius Medical Care position peaked at $856K in Q4 2017.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.