Northeast Financial Consultants’s FMC FMC Stock Holding History

Northeast Financial Consultants’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 Q2	$5.34M	Hold	128,000	–	–	0.22%	63
2025 Q1	$5.4M	Hold	128,000	–	–	0.24%	57
2024 Q4	$6.22M	Hold	128,000	–	–	0.26%	53
2024 Q3	$8.44M	Hold	128,000	–	–	0.37%	47
2024 Q2	$7.37M	Buy	128,000 +50,000	+64%	+$2.99M	0.34%	49
2024 Q1	$4.97M	Hold	78,000	–	–	0.24%	64
2023 Q4	$4.92M	Sell	78,000 -762	-1%	-$44.2K	0.27%	60
2023 Q3	$5.27M	Hold	78,762	–	–	0.33%	52
2023 Q2	$8.22M	Buy	+78,762	New	+$8.85M	0.5%	30
2020 Q3	–	Sell	-26,075	Closed	-$2.6M	–	301
2020 Q2	$2.6M	Hold	26,075	–	–	0.25%	59
2020 Q1	$2.13M	Hold	26,075	–	–	0.24%	66
2019 Q4	$2.6M	Hold	26,075	–	–	0.23%	73
2019 Q3	$2.29M	Sell	26,075 -2,500	-9%	-$215K	0.23%	77
2019 Q2	$2.37M	Hold	28,575	–	–	0.24%	71
2019 Q1	$2.19M	Sell	28,575 -4,372	-13%	-$321K	0.24%	66
2018 Q4	$2.11M	Buy	+32,947	New	+$2.31M	0.29%	61
2016 Q4	–	Sell	-36,665	Closed	-$1.54M	–	149
2016 Q3	$1.54M	Hold	36,665	–	–	0.65%	32
2016 Q2	$1.47M	Hold	36,665	–	–	0.66%	30
2016 Q1	$1.28M	Hold	36,665	–	–	0.67%	28
2015 Q4	$1.24M	Buy	36,665 +17,064	+87%	+$584K	0.65%	32
2015 Q3	$576K	Hold	19,601	–	–	0.29%	65
2015 Q2	$893K	Buy	+19,601	New	+$974K	0.4%	49

Other funds holding FMC

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northeast Financial Consultants's FMC Position: Q2 2025 in Review

Northeast Financial Consultants held its FMC (FMC) position steady in Q2 2025 at 128,000 shares worth $5.34M. The position accounts for 0.22% of the portfolio, ranked #63.

Northeast Financial Consultants first reported a position in FMC in Q2 2015 and has held it in 22 quarters since. The position peaked at $8.44M in Q3 2024. 502 funds tracked by Wall St. Rank hold FMC as of Q2 2025.

Northeast Financial Consultants held 128,000 shares of FMC worth $5.34M as of Q2 2025.
Northeast Financial Consultants left its FMC share count unchanged in Q2 2025.
FMC made up 0.22% of Northeast Financial Consultants's portfolio in Q2 2025, its #63 holding.
Northeast Financial Consultants first reported a position in FMC in Q2 2015 and has held it in 22 quarters since.
Northeast Financial Consultants's FMC position peaked at $8.44M in Q3 2024.
502 funds tracked by Wall St. Rank held FMC as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.