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Legacy Financial Advisors’s FMC FMC Stock Holding History

Legacy Financial 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
2025
Q2 		– Sell
-5,187
Closed -$219K – 365
2025
Q1 		$219K Buy
5,187
+182
+4% +$8.08K 0.04% 333
2024
Q4 		$243K Sell
5,005
-191
-4% -$11.2K 0.04% 300
2024
Q3 		$343K Buy
5,196
+4
+0.1% +$245 0.06% 254
2024
Q2 		$299K Buy
+5,192
New +$310K 0.05% 253
2019
Q2 		– Sell
-282
Closed -$22K – 400
2019
Q1 		$22K Sell
282
-35
-11% -$2.57K 0.01% 431
2018
Q4 		$20K Buy
+317
New +$22.2K 0.01% 410

Other funds holding FMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Advisors's FMC Position: Q2 2025 in Review

Legacy Financial Advisors sold out of FMC (FMC) in Q2 2025, closing a stake of 5,187 shares — an estimated $219K sold.

Legacy Financial Advisors first reported a position in FMC in Q4 2018 and held it in 6 quarters. The position peaked at $343K in Q3 2024. 502 funds tracked by Wall St. Rank hold FMC as of Q2 2025.

  • Legacy Financial Advisors reported no remaining FMC position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 5,187 FMC shares in Q2 2025, an estimated $219K.
  • Legacy Financial Advisors first reported a position in FMC in Q4 2018 and held it in 6 quarters.
  • Legacy Financial Advisors's FMC position peaked at $343K in Q3 2024.
  • 502 funds tracked by Wall St. Rank held FMC as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.