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LGT Financial Advisors’s Balchem Corp BCPC Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-155
Closed -$25.3K – 751
2024
Q4 		$25.3K Hold
155
– – 0.06% 260
2024
Q3 		$27.3K Hold
155
– – 0.07% 215
2024
Q2 		$23.9K Hold
155
– – 0.05% 265
2024
Q1 		$24K Hold
155
– – 0.03% 329
2023
Q4 		$23.1K Hold
155
– – 0.03% 325
2023
Q3 		$19.2K Buy
+155
New +$20.6K 0.02% 349

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LGT Financial Advisors's BCPC Position: Q1 2025 in Review

LGT Financial Advisors sold out of Balchem Corp (BCPC) in Q1 2025, closing a stake of 155 shares — an estimated $25.3K sold.

LGT Financial Advisors first reported a position in BCPC in Q3 2023 and held it in 6 quarters. The position peaked at $27.3K in Q3 2024. 382 funds tracked by Wall St. Rank hold BCPC as of Q1 2025.

  • LGT Financial Advisors reported no remaining Balchem Corp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 155 Balchem Corp shares in Q1 2025, an estimated $25.3K.
  • LGT Financial Advisors first reported a position in Balchem Corp in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Balchem Corp position peaked at $27.3K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.