MWM
BCPC

Mission Wealth Management’s Balchem Corp BCPC Stock Holding History

Mission Wealth 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
Q1 		$254K Sell
1,497
-1
-0.1% -$170 0.01% 650
2025
Q4 		$230K Hold
1,498
– – ﹤0.01% 662
2025
Q3 		$225K Sell
1,498
-2
-0.1% -$315 ﹤0.01% 653
2025
Q2 		$239K Buy
1,500
+4
+0.3% +$649 0.01% 620
2025
Q1 		$248K Hold
1,496
– – 0.01% 593
2024
Q4 		$244K Hold
1,496
– – 0.01% 583
2024
Q3 		$263K Hold
1,496
– – 0.01% 569
2024
Q2 		$230K Hold
1,496
– – 0.01% 587
2024
Q1 		$232K Hold
1,496
– – 0.01% 606
2023
Q4 		$223K Buy
+1,496
New +$191K 0.01% 526
2023
Q3 		– Sell
-1,496
Closed -$202K – 583
2023
Q2 		$202K Buy
+1,496
New +$192K 0.01% 523

Other funds holding BCPC

BlackRock
BlackRock New York $5.7T 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return