Carson Wealth (CWM LLC)’s Farmers & Merchants Bancorp FMAO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FMAO Stock Details FMAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.6K	Sell	801 -127	-14%	-$3.31K	﹤0.01%	4393
2025 Q4	$23K	Buy	928 +59	+7%	+$1.47K	﹤0.01%	4086
2025 Q3	$22K	Buy	869 +713	+457%	+$18.4K	﹤0.01%	4066
2025 Q2	$4K	Buy	156 +76	+95%	+$1.82K	﹤0.01%	4677
2025 Q1	$2K	Buy	80 +5	+7%	+$129	﹤0.01%	4751
2024 Q4	$2K	Buy	75 +16	+27%	+$478	﹤0.01%	4535
2024 Q3	$2K	Buy	59 +29	+97%	+$746	﹤0.01%	4388
2024 Q2	$1K	Buy	30 +27	+900%	+$584	﹤0.01%	4381
2024 Q1	$0	Buy	+3	New	+$65	﹤0.01%	4454

Other funds holding FMAO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMM

Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FMAO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Farmers & Merchants Bancorp (FMAO) stake by 14% in Q1 2026, selling an estimated $3.31K and leaving 801 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4393.

Carson Wealth (CWM LLC) first reported a position in FMAO in Q1 2024 and has held it in 9 quarters since. The position peaked at $23K in Q4 2025. 107 funds tracked by Wall St. Rank hold FMAO as of Q1 2026.

Carson Wealth (CWM LLC) held 801 shares of Farmers & Merchants Bancorp worth $20.6K as of Q1 2026.
Carson Wealth (CWM LLC) sold 127 Farmers & Merchants Bancorp shares in Q1 2026, an estimated $3.31K.
Farmers & Merchants Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4393 holding.
Carson Wealth (CWM LLC) first reported a position in Farmers & Merchants Bancorp in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Farmers & Merchants Bancorp position peaked at $23K in Q4 2025.
107 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.