TWPM
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Total Wealth Planning & Management’s FMC FMC Stock Holding History

Total Wealth Planning & 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
Q2 		– Sell
-5,400
Closed -$228K – 227
2025
Q1 		$228K Hold
5,400
– – 0.22% 163
2024
Q4 		$262K Buy
+5,400
New +$315K 0.24% 153

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Total Wealth Planning & Management's FMC Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of FMC (FMC) in Q2 2025, closing a stake of 5,400 shares — an estimated $228K sold.

Total Wealth Planning & Management first reported a position in FMC in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q4 2024. 502 funds tracked by Wall St. Rank hold FMC as of Q2 2025.

  • Total Wealth Planning & Management reported no remaining FMC position as of Q2 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 5,400 FMC shares in Q2 2025, an estimated $228K.
  • Total Wealth Planning & Management first reported a position in FMC in Q4 2024 and held it in 2 quarters.
  • Total Wealth Planning & Management's FMC position peaked at $262K in Q4 2024.
  • 502 funds tracked by Wall St. Rank held FMC as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.