WealthPlan Investment Management’s FMC FMC Stock Holding History

WealthPlan Investment 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 Q1	–	Sell	-37,946	Closed	-$1.84M	–	274
2024 Q4	$1.84M	Buy	37,946 +3,504	+10%	+$205K	0.18%	104
2024 Q3	$2.27M	Buy	34,442 +10,434	+43%	+$639K	0.23%	95
2024 Q2	$1.38M	Buy	24,008 +2,889	+14%	+$173K	0.21%	87
2024 Q1	$1.35M	Buy	21,119 +10,523	+99%	+$614K	0.21%	84
2023 Q4	$668K	Buy	10,596 +2,607	+33%	+$151K	0.11%	112
2023 Q3	$535K	Buy	7,989 +4,129	+107%	+$358K	0.09%	111
2023 Q2	$403K	Sell	3,860 -3,105	-45%	-$349K	0.12%	101
2023 Q1	$851K	Sell	6,965 -9,543	-58%	-$1.2M	0.15%	94
2022 Q4	$2.13M	Sell	16,508 -948	-5%	-$116K	0.15%	117
2022 Q3	$2.23M	Buy	+17,456	New	+$1.88M	0.16%	106

Other funds holding FMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthPlan Investment Management's FMC Position: Q1 2025 in Review

WealthPlan Investment Management sold out of FMC (FMC) in Q1 2025, closing a stake of 37,946 shares — an estimated $1.84M sold.

WealthPlan Investment Management first reported a position in FMC in Q3 2022 and held it in 10 quarters. The position peaked at $2.27M in Q3 2024. 530 funds tracked by Wall St. Rank hold FMC as of Q1 2025.

WealthPlan Investment Management reported no remaining FMC position as of Q1 2025 after selling out during the quarter.
WealthPlan Investment Management sold 37,946 FMC shares in Q1 2025, an estimated $1.84M.
WealthPlan Investment Management first reported a position in FMC in Q3 2022 and held it in 10 quarters.
WealthPlan Investment Management's FMC position peaked at $2.27M in Q3 2024.
530 funds tracked by Wall St. Rank held FMC as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.