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Pension & Wealth Management Advisors’s FMC FMC Stock Holding History

Pension & Wealth Management 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
Q1 		– Sell
-75
Closed -$3.65K – 496
2024
Q4 		$3.65K Hold
75
– – ﹤0.01% 412
2024
Q3 		$4.95K Buy
+75
New +$4.59K ﹤0.01% 321

Other funds holding FMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return

Pension & Wealth Management Advisors's FMC Position: Q1 2025 in Review

Pension & Wealth Management Advisors sold out of FMC (FMC) in Q1 2025, closing a stake of 75 shares — an estimated $3.65K sold.

Pension & Wealth Management Advisors first reported a position in FMC in Q3 2024 and held it in 2 quarters. The position peaked at $4.95K in Q3 2024. 531 funds tracked by Wall St. Rank hold FMC as of Q1 2025.

  • Pension & Wealth Management Advisors reported no remaining FMC position as of Q1 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 75 FMC shares in Q1 2025, an estimated $3.65K.
  • Pension & Wealth Management Advisors first reported a position in FMC in Q3 2024 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's FMC position peaked at $4.95K in Q3 2024.
  • 531 funds tracked by Wall St. Rank held FMC as of Q1 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2025, filed 7 Aug 2026.