Farmers & Merchants Investments Inc’s Haleon HLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.27K	Hold	458	–	–	﹤0.01%	1056
2026 Q1	$4.58K	Hold	458	–	–	﹤0.01%	1004
2025 Q4	$4.63K	Hold	458	–	–	﹤0.01%	997
2025 Q3	$4.11K	Hold	458	–	–	﹤0.01%	1037
2025 Q2	$4.75K	Buy	+458	New	+$4.83K	﹤0.01%	956
2024 Q3	–	Sell	-150	Closed	-$1.24K	–	1802
2024 Q2	$1.24K	Sell	150 -1,630	-92%	-$13.6K	﹤0.01%	1379
2024 Q1	$15.1K	Buy	1,780 +492	+38%	+$4.11K	﹤0.01%	573
2023 Q4	$10.6K	Hold	1,288	–	–	﹤0.01%	628
2023 Q3	$10.7K	Sell	1,288 -205	-14%	-$1.71K	﹤0.01%	611
2023 Q2	$12.5K	Hold	1,493	–	–	﹤0.01%	589
2023 Q1	$12.2K	Sell	1,493 -500	-25%	-$3.99K	﹤0.01%	591
2022 Q4	$15.9K	Sell	1,993 -22,387	-92%	-$152K	﹤0.01%	567
2022 Q3	$148K	Buy	+24,380	New	+$158K	0.01%	304

Other funds holding HLN

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its Haleon (HLN) position steady in Q2 2026 at 458 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Farmers & Merchants Investments Inc first reported a position in HLN in Q3 2022 and has held it in 13 quarters since. The position peaked at $148K in Q3 2022. 393 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Farmers & Merchants Investments Inc held 458 shares of Haleon worth $4.27K as of Q2 2026.
Farmers & Merchants Investments Inc left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1056 holding.
Farmers & Merchants Investments Inc first reported a position in Haleon in Q3 2022 and has held it in 13 quarters since.
Farmers & Merchants Investments Inc's Haleon position peaked at $148K in Q3 2022.
393 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

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