Lindbrook Capital’s Balchem Corp BCPC Stock Holding History

Lindbrook Capital’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	$5.15K	Hold	31	–	–	﹤0.01%	1940
2024 Q4	$5.05K	Hold	31	–	–	﹤0.01%	1986
2024 Q3	$5.46K	Hold	31	–	–	﹤0.01%	1976
2024 Q2	$4.77K	Buy	31 +26	+520%	+$3.92K	﹤0.01%	2018
2024 Q1	$775	Hold	5	–	–	﹤0.01%	2459
2023 Q4	$744	Buy	5 +1	+25%	+$128	﹤0.01%	2529
2023 Q3	$496	Sell	4 -5	-56%	-$665	﹤0.01%	2543
2023 Q2	$1.21K	Buy	9 +4	+80%	+$514	﹤0.01%	2330
2023 Q1	$632	Hold	5	–	–	﹤0.01%	2561
2022 Q4	$611	Sell	5 -15	-75%	-$1.98K	﹤0.01%	2553
2022 Q3	$2K	Buy	20 +15	+300%	+$1.95K	﹤0.01%	2177
2022 Q2	$1K	Buy	5 +1	+25%	+$125	﹤0.01%	2416
2022 Q1	$1K	Buy	+4	New	+$573	﹤0.01%	2413

Other funds holding BCPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lindbrook Capital's BCPC Position: Q1 2025 in Review

Lindbrook Capital held its Balchem Corp (BCPC) position steady in Q1 2025 at 31 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Lindbrook Capital first reported a position in BCPC in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.46K in Q3 2024. 382 funds tracked by Wall St. Rank hold BCPC as of Q1 2025.

Lindbrook Capital held 31 shares of Balchem Corp worth $5.15K as of Q1 2025.
Lindbrook Capital left its Balchem Corp share count unchanged in Q1 2025.
Balchem Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1940 holding.
Lindbrook Capital first reported a position in Balchem Corp in Q1 2022 and has held it in 13 quarters since.
Lindbrook Capital's Balchem Corp position peaked at $5.46K in Q3 2024.
382 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.