Zhang Financial’s Balchem Corp BCPC Stock Holding History

Zhang Financial’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 Q2	$845K	Hold	5,000	–	–	0.02%	214
2026 Q1	$847K	Hold	5,000	–	–	0.03%	200
2025 Q4	$767K	Hold	5,000	–	–	0.03%	194
2025 Q3	$750K	Hold	5,000	–	–	0.03%	191
2025 Q2	$796K	Hold	5,000	–	–	0.04%	181
2025 Q1	$830K	Hold	5,000	–	–	0.04%	176
2024 Q4	$815K	Hold	5,000	–	–	0.05%	171
2024 Q3	$880K	Hold	5,000	–	–	0.06%	156
2024 Q2	$770K	Hold	5,000	–	–	0.05%	158
2024 Q1	$775K	Hold	5,000	–	–	0.06%	162
2023 Q4	$744K	Hold	5,000	–	–	0.06%	150
2023 Q3	$620K	Hold	5,000	–	–	0.06%	144
2023 Q2	$674K	Hold	5,000	–	–	0.07%	141
2023 Q1	$632K	Hold	5,000	–	–	0.07%	140
2022 Q4	$611K	Hold	5,000	–	–	0.08%	133
2022 Q3	$608K	Hold	5,000	–	–	0.09%	119
2022 Q2	$649K	Hold	5,000	–	–	0.1%	111
2022 Q1	$684K	Hold	5,000	–	–	0.12%	111
2021 Q4	$843K	Buy	+5,000	New	+$803K	0.15%	89

Other funds holding BCPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Zhang Financial's BCPC Position: Q2 2026 in Review

Zhang Financial held its Balchem Corp (BCPC) position steady in Q2 2026 at 5,000 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #214.

Zhang Financial first reported a position in BCPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $880K in Q3 2024. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

Zhang Financial held 5,000 shares of Balchem Corp worth $845K as of Q2 2026.
Zhang Financial left its Balchem Corp share count unchanged in Q2 2026.
Balchem Corp made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #214 holding.
Zhang Financial first reported a position in Balchem Corp in Q4 2021 and has held it in 19 quarters since.
Zhang Financial's Balchem Corp position peaked at $880K in Q3 2024.
416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.