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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Legacy Wealth Asset Management's BCPC Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Balchem Corp (BCPC) stake by 0.64% in Q2 2026, selling an estimated $5.15K and leaving 4,782 shares worth $808K. The position accounts for 0.18% of the portfolio, ranked #165.

Legacy Wealth Asset Management first reported a position in BCPC in Q4 2020 and has held it in 23 quarters since. The position peaked at $816K in Q1 2026. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Legacy Wealth Asset Management held 4,782 shares of Balchem Corp worth $808K as of Q2 2026.
  • Legacy Wealth Asset Management sold 31 Balchem Corp shares in Q2 2026, an estimated $5.15K.
  • Balchem Corp made up 0.18% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #165 holding.
  • Legacy Wealth Asset Management first reported a position in Balchem Corp in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Balchem Corp position peaked at $816K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.