MSWM
FMC icon

Mowery & Schoenfeld Wealth Management’s FMC FMC Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		– Sell
-21
Closed -$1.02K – 499
2024
Q4 		$1.02K Buy
+21
New +$1.23K ﹤0.01% 447

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FMC Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of FMC (FMC) in Q1 2025, closing a stake of 21 shares — an estimated $1.02K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FMC in Q4 2024 and held it in 1 quarter. The position peaked at $1.02K in Q4 2024. 530 funds tracked by Wall St. Rank hold FMC as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining FMC position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 21 FMC shares in Q1 2025, an estimated $1.02K.
  • Mowery & Schoenfeld Wealth Management first reported a position in FMC in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's FMC position peaked at $1.02K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held FMC as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.