Farmers & Merchants Investments Inc’s Matsons MATX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.08K	Sell	16 -2	-11%	-$364	﹤0.01%	1161
2026 Q1	$2.95K	Sell	18 -2	-10%	-$311	﹤0.01%	1141
2025 Q4	$2.47K	Hold	20	–	–	﹤0.01%	1162
2025 Q3	$1.97K	Hold	20	–	–	﹤0.01%	1253
2025 Q2	$2.23K	Sell	20 -4	-17%	-$438	﹤0.01%	1187
2025 Q1	$3.08K	Hold	24	–	–	﹤0.01%	1065
2024 Q4	$3.24K	Hold	24	–	–	﹤0.01%	931
2024 Q3	$3.42K	Hold	24	–	–	﹤0.01%	928
2024 Q2	$3.14K	Hold	24	–	–	﹤0.01%	927
2024 Q1	$2.7K	Hold	24	–	–	﹤0.01%	965
2023 Q4	$2.63K	Hold	24	–	–	﹤0.01%	961
2023 Q3	$2.13K	Sell	24 -6	-20%	-$524	﹤0.01%	996
2023 Q2	$2.33K	Hold	30	–	–	﹤0.01%	1009
2023 Q1	$1.79K	Hold	30	–	–	﹤0.01%	1102
2022 Q4	$1.88K	Buy	30 +3	+11%	+$198	﹤0.01%	1106
2022 Q3	$2K	Buy	+27	New	+$2.08K	﹤0.01%	1016
2013 Q3	–	Sell	-586	Closed	-$15K	–	656
2013 Q2	$15K	Buy	+586	New	+$14.3K	﹤0.01%	426

Other funds holding MATX

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Farmers & Merchants Investments Inc reduced its Matsons (MATX) stake by 11% in Q2 2026, selling an estimated $364 and leaving 16 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Farmers & Merchants Investments Inc first reported a position in MATX in Q2 2013 and has held it in 17 quarters since. The position peaked at $15K in Q2 2013. 189 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

Farmers & Merchants Investments Inc held 16 shares of Matsons worth $3.08K as of Q2 2026.
Farmers & Merchants Investments Inc sold 2 Matsons shares in Q2 2026, an estimated $364.
Matsons made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1161 holding.
Farmers & Merchants Investments Inc first reported a position in Matsons in Q2 2013 and has held it in 17 quarters since.
Farmers & Merchants Investments Inc's Matsons position peaked at $15K in Q2 2013.
189 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

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