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Schwallier Wealth Management’s FMC FMC Stock Holding History

Schwallier Wealth Management’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
-6,453
Closed -$269K – 51
2025
Q2 		$269K Buy
+6,453
New +$256K 0.16% 42
2024
Q4 		– Sell
-3,207
Closed -$212K – 37
2024
Q3 		$212K Buy
+3,207
New +$196K 0.15% 35
2024
Q2 		– Sell
-3,207
Closed -$204K – 29
2024
Q1 		$204K Hold
3,207
– – 0.16% 28
2023
Q4 		$202K Buy
+3,207
New +$186K 0.17% 34

Other funds holding FMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schwallier Wealth Management's FMC Position: Q3 2025 in Review

Schwallier Wealth Management sold out of FMC (FMC) in Q3 2025, closing a stake of 6,453 shares — an estimated $269K sold.

Schwallier Wealth Management first reported a position in FMC in Q4 2023 and held it in 4 quarters. The position peaked at $269K in Q2 2025. 470 funds tracked by Wall St. Rank hold FMC as of Q3 2025.

  • Schwallier Wealth Management reported no remaining FMC position as of Q3 2025 after selling out during the quarter.
  • Schwallier Wealth Management sold 6,453 FMC shares in Q3 2025, an estimated $269K.
  • Schwallier Wealth Management first reported a position in FMC in Q4 2023 and held it in 4 quarters.
  • Schwallier Wealth Management's FMC position peaked at $269K in Q2 2025.
  • 470 funds tracked by Wall St. Rank held FMC as of Q3 2025.

Based on Schwallier Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.