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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
Q3 		$672K Sell
4,073
-709
-15% -$121K 0.15% 204
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Wealth Asset Management's BCPC Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Balchem Corp (BCPC) stake by 15% in Q3 2026, selling an estimated $121K and leaving 4,073 shares worth $672K. The position accounts for 0.15% of the portfolio, ranked #204.

Legacy Wealth Asset Management first reported a position in BCPC in Q4 2020 and has held it in 24 quarters since. The position peaked at $816K in Q1 2026. 16 funds tracked by Wall St. Rank hold BCPC as of Q3 2026.

  • Legacy Wealth Asset Management held 4,073 shares of Balchem Corp worth $672K as of Q3 2026.
  • Legacy Wealth Asset Management sold 709 Balchem Corp shares in Q3 2026, an estimated $121K.
  • Balchem Corp made up 0.15% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #204 holding.
  • Legacy Wealth Asset Management first reported a position in Balchem Corp in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Balchem Corp position peaked at $816K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.