BCPC BALCHEM CORP

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  12 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported BALCHEM CORP (BCPC) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.08% in 2023 Q3. The latest visible filing shows BCPC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BCPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in BALCHEM CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BCPC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BALDWIN WEALTH PARTNERS LLC/MA held BCPC — position size vs. price
% of Fund (quarterly)    BCPC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,770 -11 -0.6% 0.02% $266K 2025-10-14 $141.46
2025 Q2 REDUCED 1,781 -133 -6.9% 0.02% $284K 2025-07-24 $148.29
2025 Q1 REDUCED 1,914 -423 -18.1% 0.02% $318K 2025-04-14 $163.10
2024 Q4 REDUCED 2,337 -2,956 -55.8% 0.03% $381K 2025-01-22 $161.11
2024 Q3 ADDED 5,293 +1,844 +53.5% 0.06% $932K 2024-10-16 $171.82
2024 Q2 REDUCED 3,449 -705 -17.0% 0.04% $531K 2024-07-12 $164.21
2024 Q1 REDUCED 4,154 -152 -3.5% 0.05% $644K 2024-04-12 $146.23
2023 Q4 REDUCED 4,306 -3,516 -45.0% 0.05% $641K 2024-01-08 $140.83
2023 Q3 REDUCED 7,822 -175 -2.2% 0.08% $970K 2023-10-10 $123.72
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and BCPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning BCPC?

BALDWIN WEALTH PARTNERS LLC/MA reported BCPC across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported BCPC position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for BCPC was 0.08% in 2023 Q3.

What is the latest reported BCPC position on this page?

The most recent filing on this page is 2025 Q3, when BALDWIN WEALTH PARTNERS LLC/MA reported 1,770 shares, equal to 0.02% of portfolio, with an estimated market value of $266K.

What does the chart on this BCPC ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly BCPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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