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Farmers & Merchants Investments Inc’s Morningstar MORN Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.43K Hold
22
– – ﹤0.01% 1127
2026
Q1 		$3.72K Hold
22
– – ﹤0.01% 1064
2025
Q4 		$4.78K Hold
22
– – ﹤0.01% 985
2025
Q3 		$5.1K Buy
22
+2
+10% +$533 ﹤0.01% 970
2025
Q2 		$6.28K Buy
20
+2
+11% +$592 ﹤0.01% 851
2025
Q1 		$5.4K Buy
18
+10
+125% +$3.15K ﹤0.01% 878
2024
Q4 		$2.69K Hold
8
– – ﹤0.01% 1025
2024
Q3 		$2.55K Hold
8
– – ﹤0.01% 1047
2024
Q2 		$2.37K Hold
8
– – ﹤0.01% 1053
2024
Q1 		$2.47K Hold
8
– – ﹤0.01% 1013
2023
Q4 		$2.29K Buy
8
+3
+60% +$782 ﹤0.01% 1028
2023
Q3 		$1.17K Buy
+5
New +$1.13K ﹤0.01% 1315

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its Morningstar (MORN) position steady in Q2 2026 at 22 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Farmers & Merchants Investments Inc first reported a position in MORN in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.28K in Q2 2025. 194 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Farmers & Merchants Investments Inc held 22 shares of Morningstar worth $3.43K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1127 holding.
  • Farmers & Merchants Investments Inc first reported a position in Morningstar in Q3 2023 and has held it in 12 quarters since.
  • Farmers & Merchants Investments Inc's Morningstar position peaked at $6.28K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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