Loring Wolcott & Coolidge Fiduciary Advisors’s Balchem Corp BCPC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2026 Q1	$40.2K	Hold	230	–	–	﹤0.01%	439
2025 Q4	$38.2K	Sell	230 -130	-36%	-$19.8K	﹤0.01%	436
2025 Q3	$56.4K	Sell	360 -975	-73%	-$154K	﹤0.01%	416
2025 Q2	$213K	Hold	1,335	–	–	﹤0.01%	269
2025 Q1	$211K	Sell	1,335 -45	-3%	-$7.38K	﹤0.01%	259
2024 Q4	$222K	Hold	1,380	–	–	﹤0.01%	273
2024 Q3	$229K	Hold	1,380	–	–	﹤0.01%	271
2024 Q2	$243K	Sell	1,380 -1,650	-54%	-$248K	﹤0.01%	257
2024 Q1	$435K	Hold	3,030	–	–	﹤0.01%	213
2023 Q4	$425K	Sell	3,030 -785	-21%	-$100K	﹤0.01%	214
2023 Q3	$454K	Hold	3,815	–	–	0.01%	202
2023 Q2	$514K	Hold	3,815	–	–	0.01%	202
2023 Q1	$483K	Hold	3,815	–	–	0.01%	202
2022 Q4	$466K	Hold	3,815	–	–	0.01%	201
2022 Q3	$464K	Hold	3,815	–	–	0.01%	205
2022 Q2	$495K	Sell	3,815 -925	-20%	-$116K	0.01%	205
2022 Q1	$648K	Hold	4,740	–	–	0.01%	193
2021 Q4	$799K	Hold	4,740	–	–	0.01%	192
2021 Q3	$688K	Hold	4,740	–	–	0.01%	195
2021 Q2	$622K	Hold	4,740	–	–	0.01%	206
2021 Q1	$594K	Hold	4,740	–	–	0.01%	199
2020 Q4	$546K	Sell	4,740 -2,590	-35%	-$273K	0.01%	198
2020 Q3	$716K	Hold	7,330	–	–	0.01%	165
2020 Q2	$695K	Hold	7,330	–	–	0.01%	156
2020 Q1	$724K	Sell	7,330 -3,175	-30%	-$325K	0.01%	146
2019 Q4	$1.07M	Hold	10,505	–	–	0.01%	152
2019 Q3	$1.04M	Sell	10,505 -90	-0.8%	-$8.58K	0.02%	154
2019 Q2	$1.06M	Sell	10,595 -5,185	-33%	-$504K	0.02%	148
2019 Q1	$1.46M	Hold	15,780	–	–	0.02%	132
2018 Q4	$1.24M	Hold	15,780	–	–	0.02%	134
2018 Q3	$1.77M	Hold	15,780	–	–	0.03%	131
2018 Q2	$1.55M	Hold	15,780	–	–	0.03%	135
2018 Q1	$1.29M	Sell	15,780 -400	-2%	-$31.5K	0.02%	147
2017 Q4	$1.3M	Hold	16,180	–	–	0.02%	146
2017 Q3	$1.31M	Hold	16,180	–	–	0.03%	142
2017 Q2	$1.26M	Sell	16,180 -1,475	-8%	-$118K	0.03%	141
2017 Q1	$1.46M	Hold	17,655	–	–	0.03%	134
2016 Q4	$1.48M	Hold	17,655	–	–	0.03%	130
2016 Q3	$1.37M	Hold	17,655	–	–	0.03%	133
2016 Q2	$1.05M	Hold	17,655	–	–	0.02%	148
2016 Q1	$1.09M	Hold	17,655	–	–	0.03%	144
2015 Q4	$1.07M	Hold	17,655	–	–	0.03%	149
2015 Q3	$984K	Hold	17,655	–	–	0.03%	156
2015 Q2	$984K	Sell	17,655 -500	-3%	-$28.8K	0.03%	156
2015 Q1	$1M	Hold	18,155	–	–	0.03%	157
2014 Q4	$1.21M	Hold	18,155	–	–	0.03%	144
2014 Q3	$1.03M	Sell	18,155 -9,430	-34%	-$502K	0.03%	150
2014 Q2	$1.48M	Hold	27,585	–	–	0.04%	125
2014 Q1	$1.44M	Hold	27,585	–	–	0.04%	125
2013 Q4	$1.62M	Sell	27,585 -2,080	-7%	-$117K	0.04%	120
2013 Q3	$1.53M	Sell	29,665 -130	-0.4%	-$6.41K	0.05%	122
2013 Q2	$1.33M	Buy	+29,795	New	+$1.33M	0.04%	135

Other funds holding BCPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

CCA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's BCPC Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Balchem Corp (BCPC) position steady in Q1 2026 at 230 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BCPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.77M in Q3 2018. 422 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 230 shares of Balchem Corp worth $40.2K as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Balchem Corp share count unchanged in Q1 2026.
Balchem Corp made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #439 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Balchem Corp in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Balchem Corp position peaked at $1.77M in Q3 2018.
422 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.