Farmers & Merchants Investments Inc’s Forward Air FWRD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15	Closed	-$251	–	1784
2026 Q1	$251	Sell	15 -3	-17%	-$73	﹤0.01%	1727
2025 Q4	$450	Hold	18	–	–	﹤0.01%	1643
2025 Q3	$462	Hold	18	–	–	﹤0.01%	1651
2025 Q2	$442	Hold	18	–	–	﹤0.01%	1637
2025 Q1	$362	Hold	18	–	–	﹤0.01%	1683
2024 Q4	$581	Hold	18	–	–	﹤0.01%	1622
2024 Q3	$637	Hold	18	–	–	﹤0.01%	1615
2024 Q2	$343	Hold	18	–	–	﹤0.01%	1715
2024 Q1	$560	Hold	18	–	–	﹤0.01%	1599
2023 Q4	$1.13K	Hold	18	–	–	﹤0.01%	1398
2023 Q3	$1.24K	Sell	18 -2	-10%	-$176	﹤0.01%	1285
2023 Q2	$2.12K	Hold	20	–	–	﹤0.01%	1043
2023 Q1	$2.15K	Hold	20	–	–	﹤0.01%	1002
2022 Q4	$2.1K	Buy	20 +2	+11%	+$210	﹤0.01%	1054
2022 Q3	$2K	Buy	+18	New	+$1.77K	﹤0.01%	979
2014 Q2	–	Sell	-74	Closed	-$3K	–	668
2014 Q1	$3K	Hold	74	–	–	﹤0.01%	618
2013 Q4	$3K	Hold	74	–	–	﹤0.01%	634
2013 Q3	$3K	Buy	+74	New	+$2.82K	﹤0.01%	592

Other funds holding FWRD

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

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

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

Farmers & Merchants Investments Inc sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 15 shares — an estimated $251 sold.

Farmers & Merchants Investments Inc first reported a position in FWRD in Q3 2013 and held it in 18 quarters. The position peaked at $3K in Q1 2014. 28 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Farmers & Merchants Investments Inc reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 15 Forward Air shares in Q2 2026, an estimated $251.
Farmers & Merchants Investments Inc first reported a position in Forward Air in Q3 2013 and held it in 18 quarters.
Farmers & Merchants Investments Inc's Forward Air position peaked at $3K in Q1 2014.
28 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

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