Farmers & Merchants Investments Inc’s Advanced Energy AEIS Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.3K	Sell	33 -7	-18%	-$2.45K	﹤0.01%	731
2026 Q1	$12.9K	Buy	40 +18	+82%	+$5.22K	﹤0.01%	693
2025 Q4	$4.61K	Sell	22 -2	-8%	-$407	﹤0.01%	1000
2025 Q3	$4.08K	Sell	24 -2	-8%	-$301	﹤0.01%	1042
2025 Q2	$3.44K	Hold	26	–	–	﹤0.01%	1056
2025 Q1	$2.48K	Hold	26	–	–	﹤0.01%	1151
2024 Q4	$3.01K	Hold	26	–	–	﹤0.01%	963
2024 Q3	$2.74K	Hold	26	–	–	﹤0.01%	1011
2024 Q2	$2.83K	Hold	26	–	–	﹤0.01%	972
2024 Q1	$2.65K	Hold	26	–	–	﹤0.01%	971
2023 Q4	$2.83K	Hold	26	–	–	﹤0.01%	928
2023 Q3	$2.68K	Sell	26 -2	-7%	-$224	﹤0.01%	911
2023 Q2	$3.12K	Hold	28	–	–	﹤0.01%	880
2023 Q1	$2.74K	Hold	28	–	–	﹤0.01%	897
2022 Q4	$2.4K	Buy	28 +3	+12%	+$252	﹤0.01%	990
2022 Q3	$2K	Buy	+25	New	+$2.15K	﹤0.01%	919
2018 Q3	–	Sell	-129	Closed	-$7K	–	840
2018 Q2	$7K	Buy	129 +28	+28%	+$1.77K	﹤0.01%	613
2018 Q1	$6K	Hold	101	–	–	﹤0.01%	632
2017 Q4	$7K	Hold	101	–	–	﹤0.01%	619
2017 Q3	$8K	Hold	101	–	–	﹤0.01%	560
2017 Q2	$7K	Sell	101 -12	-11%	-$877	﹤0.01%	581
2017 Q1	$8K	Sell	113 -17	-13%	-$1.05K	﹤0.01%	516
2016 Q4	$7K	Buy	+130	New	+$6.66K	﹤0.01%	561

Other funds holding AEIS

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Farmers & Merchants Investments Inc's AEIS Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Advanced Energy (AEIS) stake by 18% in Q2 2026, selling an estimated $2.45K and leaving 33 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Farmers & Merchants Investments Inc first reported a position in AEIS in Q4 2016 and has held it in 23 quarters since. The position peaked at $12.9K in Q1 2026. 300 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Farmers & Merchants Investments Inc held 33 shares of Advanced Energy worth $12.3K as of Q2 2026.
Farmers & Merchants Investments Inc sold 7 Advanced Energy shares in Q2 2026, an estimated $2.45K.
Advanced Energy made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #731 holding.
Farmers & Merchants Investments Inc first reported a position in Advanced Energy in Q4 2016 and has held it in 23 quarters since.
Farmers & Merchants Investments Inc's Advanced Energy position peaked at $12.9K in Q1 2026.
300 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.