LWAM
BCPC

Legacy Wealth Asset Management’s Balchem Corp BCPC Stock Holding History

Legacy Wealth Asset Management’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 		$808K Sell
4,782
-31
-0.6% -$5.15K 0.18% 165
2026
Q1 		$816K Sell
4,813
-36
-0.7% -$6.11K 0.2% 156
2025
Q4 		$744K Buy
4,849
+2,098
+76% +$320K 0.18% 172
2025
Q3 		$413K Sell
2,751
-47
-2% -$7.41K 0.1% 284
2025
Q2 		$445K Sell
2,798
-4
-0.1% -$649 0.11% 266
2025
Q1 		$465K Sell
2,802
-50
-2% -$8.2K 0.13% 250
2024
Q4 		$465K Sell
2,852
-96
-3% -$16.7K 0.13% 247
2024
Q3 		$519K Sell
2,948
-50
-2% -$8.52K 0.14% 243
2024
Q2 		$462K Sell
2,998
-19
-0.6% -$2.86K 0.13% 248
2024
Q1 		$467K Sell
3,017
-16
-0.5% -$2.37K 0.13% 244
2023
Q4 		$451K Sell
3,033
-5
-0.2% -$639 0.15% 239
2023
Q3 		$377K Sell
3,038
-27
-0.9% -$3.59K 0.14% 251
2023
Q2 		$413K Sell
3,065
-35
-1% -$4.5K 0.14% 245
2023
Q1 		$392K Sell
3,100
-100
-3% -$12.9K 0.14% 262
2022
Q4 		$391K Buy
3,200
+36
+1% +$4.75K 0.15% 254
2022
Q3 		$385K Sell
3,164
-98
-3% -$12.8K 0.17% 220
2022
Q2 		$423K Buy
3,262
+94
+3% +$11.8K 0.17% 192
2022
Q1 		$433K Sell
3,168
-265
-8% -$38K 0.15% 207
2021
Q4 		$579K Buy
3,433
+126
+4% +$20.2K 0.2% 186
2021
Q3 		$480K Buy
3,307
+11
+0.3% +$1.49K 0.22% 176
2021
Q2 		$433K Buy
3,296
+43
+1% +$5.53K 0.19% 197
2021
Q1 		$408K Buy
3,253
+72
+2% +$8.75K 0.19% 200
2020
Q4 		$367K Buy
+3,181
New +$336K 0.18% 207

Other funds holding BCPC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return