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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's BCPC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Balchem Corp (BCPC) stake by 5% in Q1 2026, buying an estimated $5.77K and bringing the position to 708 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #705.

Pinnacle Wealth Planning Services first reported a position in BCPC in Q4 2020 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 708 shares of Balchem Corp worth $120K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 34 Balchem Corp shares in Q1 2026, an estimated $5.77K.
  • Balchem Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #705 holding.
  • Pinnacle Wealth Planning Services first reported a position in Balchem Corp in Q4 2020 and has held it in 3 quarters since.
  • 422 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.