PWAM
BCPC icon

Private Wealth Asset Management’s Balchem Corp BCPC Stock Holding History

Private Wealth Asset Management’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 		– Sell
-1
Closed -$153 – 1161
2025
Q4 		$153 Hold
1
– – ﹤0.01% 1036
2025
Q3 		$150 Hold
1
– – ﹤0.01% 1033
2025
Q2 		$159 Hold
1
– – ﹤0.01% 1019
2025
Q1 		$166 Buy
+1
New +$164 ﹤0.01% 1113

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Wealth Asset Management's BCPC Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Balchem Corp (BCPC) in Q1 2026, closing a stake of 1 share — an estimated $153 sold.

Private Wealth Asset Management first reported a position in BCPC in Q1 2025 and held it in 4 quarters. The position peaked at $166 in Q1 2025. 425 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Balchem Corp position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 1 Balchem Corp share in Q1 2026, an estimated $153.
  • Private Wealth Asset Management first reported a position in Balchem Corp in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Balchem Corp position peaked at $166 in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.