PWPS
BCPC

Pinnacle Wealth Planning Services’s Balchem Corp BCPC Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$120K Buy
710
+2
+0.3% +$332 0.01% 770
2026
Q1 		$120K Buy
708
+34
+5% +$5.77K 0.01% 705
2025
Q4 		$103K Buy
+674
New +$103K 0.01% 766
2021
Q1 		– Sell
-143
Closed -$16K – 2033
2020
Q4 		$16K Buy
+143
New +$15.1K ﹤0.01% 1250

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pinnacle Wealth Planning Services's BCPC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Balchem Corp (BCPC) stake by 0.28% in Q2 2026, buying an estimated $332 and bringing the position to 710 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #770.

Pinnacle Wealth Planning Services first reported a position in BCPC in Q4 2020 and has held it in 4 quarters since. The position peaked at $120K in Q1 2026. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 710 shares of Balchem Corp worth $120K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Balchem Corp shares in Q2 2026, an estimated $332.
  • Balchem Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #770 holding.
  • Pinnacle Wealth Planning Services first reported a position in Balchem Corp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Balchem Corp position peaked at $120K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.