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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Geode Capital Management

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

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

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return