Principia Wealth Advisory’s FMC FMC Stock Holding History

Principia Wealth Advisory’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 Q3	–	Sell	-1	Closed	-$42	–	989
2025 Q2	$42	Sell	1 -1	-50%	-$40	﹤0.01%	937
2025 Q1	$75	Sell	2 -7	-78%	-$311	﹤0.01%	823
2024 Q4	$437	Buy	+9	New	+$525	﹤0.01%	580

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Principia Wealth Advisory's FMC Position: Q3 2025 in Review

Principia Wealth Advisory sold out of FMC (FMC) in Q3 2025, closing a stake of 1 share — an estimated $42 sold.

Principia Wealth Advisory first reported a position in FMC in Q4 2024 and held it in 3 quarters. The position peaked at $437 in Q4 2024. 470 funds tracked by Wall St. Rank hold FMC as of Q3 2025.

Principia Wealth Advisory reported no remaining FMC position as of Q3 2025 after selling out during the quarter.
Principia Wealth Advisory sold 1 FMC share in Q3 2025, an estimated $42.
Principia Wealth Advisory first reported a position in FMC in Q4 2024 and held it in 3 quarters.
Principia Wealth Advisory's FMC position peaked at $437 in Q4 2024.
470 funds tracked by Wall St. Rank held FMC as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.