STA
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Summit Trail Advisors’s FMC FMC Stock Holding History

Summit Trail Advisors’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
2026
Q1 		$1.75M Buy
101,376
+33,992
+50% +$508K 0.03% 626
2025
Q4 		$940K Buy
67,384
+11,182
+20% +$213K 0.02% 844
2025
Q3 		$1.89M Buy
56,202
+41,251
+276% +$1.61M 0.03% 479
2025
Q2 		$622K Buy
+14,951
New +$594K 0.01% 647
2018
Q1 		– Sell
-241
Closed -$19K – 866
2017
Q4 		$19K Buy
+241
New +$19.4K ﹤0.01% 1055

Other funds holding FMC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return