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Mount Yale Investment Advisors’s FMC FMC Stock Holding History

Mount Yale Investment Advisors’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-641
Closed -$26.8K – 1008
2025
Q2 		$26.8K Buy
+641
New +$25.5K ﹤0.01% 983
2022
Q1 		– Sell
-3,604
Closed -$396K – 475
2021
Q4 		$396K Buy
+3,604
New +$362K 0.04% 324
2018
Q4 		– Sell
-1,350
Closed -$98K – 479
2018
Q3 		$98K Buy
1,350
+240
+22% +$18.1K 0.02% 449
2018
Q2 		$86K Buy
1,110
+205
+23% +$15.2K 0.02% 509
2018
Q1 		$60K Buy
+905
New +$67.5K 0.01% 584

Other funds holding FMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's FMC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of FMC (FMC) in Q3 2025, closing a stake of 641 shares — an estimated $26.8K sold.

Mount Yale Investment Advisors first reported a position in FMC in Q1 2018 and held it in 5 quarters. The position peaked at $396K in Q4 2021. 470 funds tracked by Wall St. Rank hold FMC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining FMC position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 641 FMC shares in Q3 2025, an estimated $26.8K.
  • Mount Yale Investment Advisors first reported a position in FMC in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's FMC position peaked at $396K in Q4 2021.
  • 470 funds tracked by Wall St. Rank held FMC as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.