Covestor’s Farmer Brothers FARM Stock Holding History

Covestor’s Portfolio FARM Stock Details FARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,449	Closed	-$6K	–	2414
2025 Q4	$6K	Hold	4,449	–	–	﹤0.01%	1809
2025 Q3	$8K	Buy	+4,449	New	+$7.71K	﹤0.01%	1724
2025 Q2	–	Sell	-12,308	Closed	-$27K	–	2367
2025 Q1	$27K	Buy	+12,308	New	+$26.5K	0.02%	1081

Other funds holding FARM

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

JIM

JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Covestor's FARM Position: Q1 2026 in Review

Covestor sold out of Farmer Brothers (FARM) in Q1 2026, closing a stake of 4,449 shares — an estimated $6K sold.

Covestor first reported a position in FARM in Q1 2025 and held it in 3 quarters. The position peaked at $27K in Q1 2025. 38 funds tracked by Wall St. Rank hold FARM as of Q1 2026.

Covestor reported no remaining Farmer Brothers position as of Q1 2026 after selling out during the quarter.
Covestor sold 4,449 Farmer Brothers shares in Q1 2026, an estimated $6K.
Covestor first reported a position in Farmer Brothers in Q1 2025 and held it in 3 quarters.
Covestor's Farmer Brothers position peaked at $27K in Q1 2025.
38 funds tracked by Wall St. Rank held Farmer Brothers as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.