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

Private Wealth Management Group’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 Q3	$1.98K	Hold	12	–	–	﹤0.01%	1188
2026 Q2	$2.03K	Hold	12	–	–	﹤0.01%	1162
2026 Q1	$2.03K	Hold	12	–	–	﹤0.01%	1082
2025 Q4	$1.84K	Hold	12	–	–	﹤0.01%	1110
2025 Q3	$1.8K	Hold	12	–	–	﹤0.01%	1139
2025 Q2	$1.91K	Hold	12	–	–	﹤0.01%	1096
2025 Q1	$1.99K	Hold	12	–	–	﹤0.01%	1058
2024 Q4	$1.96K	Hold	12	–	–	﹤0.01%	1091
2024 Q3	$2.11K	Hold	12	–	–	﹤0.01%	1042
2024 Q2	$1.85K	Hold	12	–	–	﹤0.01%	1079
2024 Q1	$1.86K	Hold	12	–	–	﹤0.01%	1006
2023 Q4	$1.78K	Buy	+12	New	+$1.53K	﹤0.01%	1030

Other funds holding BCPC

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Private Wealth Management Group's BCPC Position: Q3 2026 in Review

Private Wealth Management Group held its Balchem Corp (BCPC) position steady in Q3 2026 at 12 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Private Wealth Management Group first reported a position in BCPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.11K in Q3 2024. 55 funds tracked by Wall St. Rank hold BCPC as of Q3 2026.

Private Wealth Management Group held 12 shares of Balchem Corp worth $1.98K as of Q3 2026.
Private Wealth Management Group left its Balchem Corp share count unchanged in Q3 2026.
Balchem Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1188 holding.
Private Wealth Management Group first reported a position in Balchem Corp in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Balchem Corp position peaked at $2.11K in Q3 2024.
55 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.