Farmers & Merchants Investments Inc’s Morgan Stanley MS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$265K	Buy	1,266 +87	+7%	+$17.2K	0.01%	296
2026 Q1	$194K	Buy	1,179 +117	+11%	+$20.3K	0.01%	309
2025 Q4	$189K	Sell	1,062 -166	-14%	-$27.7K	0.01%	309
2025 Q3	$195K	Buy	1,228 +150	+14%	+$22.1K	0.01%	303
2025 Q2	$152K	Sell	1,078 -3	-0.3%	-$368	﹤0.01%	324
2025 Q1	$126K	Buy	1,081 +195	+22%	+$25.1K	﹤0.01%	348
2024 Q4	$111K	Sell	886 -5	-0.6%	-$616	﹤0.01%	364
2024 Q3	$92.9K	Hold	891	–	–	﹤0.01%	393
2024 Q2	$86.6K	Buy	891 +6	+0.7%	+$571	﹤0.01%	384
2024 Q1	$83.3K	Sell	885 -25	-3%	-$2.2K	﹤0.01%	366
2023 Q4	$84.9K	Sell	910 -335	-27%	-$26.8K	﹤0.01%	354
2023 Q3	$102K	Hold	1,245	–	–	﹤0.01%	335
2023 Q2	$106K	Sell	1,245 -565	-31%	-$48.3K	﹤0.01%	336
2023 Q1	$159K	Sell	1,810 -17	-0.9%	-$1.59K	0.01%	296
2022 Q4	$155K	Sell	1,827 -93	-5%	-$7.93K	0.01%	302
2022 Q3	$152K	Buy	1,920 +275	+17%	+$23.2K	0.01%	303
2022 Q2	$125K	Buy	1,645 +528	+47%	+$43.2K	0.01%	309
2022 Q1	$98K	Sell	1,117 -117	-9%	-$11.3K	﹤0.01%	345
2021 Q4	$121K	Buy	1,234 +250	+25%	+$24.9K	﹤0.01%	337
2021 Q3	$96K	Buy	984 +111	+13%	+$11K	﹤0.01%	342
2021 Q2	$80K	Buy	873 +11	+1%	+$943	﹤0.01%	312
2021 Q1	$67K	Hold	862	–	–	﹤0.01%	310
2020 Q4	$59K	Buy	862 +249	+41%	+$14.3K	﹤0.01%	322
2020 Q3	$30K	Sell	613 -26	-4%	-$1.31K	﹤0.01%	378
2020 Q2	$31K	Buy	639 +36	+6%	+$1.51K	﹤0.01%	360
2020 Q1	$21K	Hold	603	–	–	﹤0.01%	385
2019 Q4	$31K	Hold	603	–	–	﹤0.01%	371
2019 Q3	$26K	Hold	603	–	–	﹤0.01%	398
2019 Q2	$26K	Buy	603 +38	+7%	+$1.7K	﹤0.01%	381
2019 Q1	$24K	Buy	565 +30	+6%	+$1.26K	﹤0.01%	384
2018 Q4	$21K	Hold	535	–	–	﹤0.01%	391
2018 Q3	$25K	Buy	535 +38	+8%	+$1.86K	﹤0.01%	400
2018 Q2	$24K	Hold	497	–	–	﹤0.01%	416
2018 Q1	$27K	Hold	497	–	–	﹤0.01%	392
2017 Q4	$26K	Buy	497 +81	+19%	+$4.1K	﹤0.01%	393
2017 Q3	$20K	Buy	416 +106	+34%	+$4.92K	﹤0.01%	414
2017 Q2	$14K	Hold	310	–	–	﹤0.01%	490
2017 Q1	$13K	Hold	310	–	–	﹤0.01%	457
2016 Q4	$13K	Hold	310	–	–	﹤0.01%	483
2016 Q3	$10K	Hold	310	–	–	﹤0.01%	466
2016 Q2	$8K	Hold	310	–	–	﹤0.01%	481
2016 Q1	$8K	Hold	310	–	–	﹤0.01%	487
2015 Q4	$10K	Sell	310 -30	-9%	-$997	﹤0.01%	479
2015 Q3	$11K	Hold	340	–	–	﹤0.01%	470
2015 Q2	$13K	Hold	340	–	–	﹤0.01%	464
2015 Q1	$12K	Buy	340 +309	+997%	+$11.1K	﹤0.01%	477
2014 Q4	$1K	Hold	31	–	–	﹤0.01%	660
2014 Q3	$1K	Hold	31	–	–	﹤0.01%	682
2014 Q2	$1K	Hold	31	–	–	﹤0.01%	646
2014 Q1	$1K	Hold	31	–	–	﹤0.01%	649
2013 Q4	$1K	Hold	31	–	–	﹤0.01%	662
2013 Q3	$1K	Hold	31	–	–	﹤0.01%	627
2013 Q2	$1K	Buy	+31	New	+$735	﹤0.01%	594

Other funds holding MS

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

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Farmers & Merchants Investments Inc increased its Morgan Stanley (MS) stake by 7.4% in Q2 2026, buying an estimated $17.2K and bringing the position to 1,266 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #296.

Farmers & Merchants Investments Inc first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 1,543 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Farmers & Merchants Investments Inc held 1,266 shares of Morgan Stanley worth $265K as of Q2 2026.
Farmers & Merchants Investments Inc bought 87 Morgan Stanley shares in Q2 2026, an estimated $17.2K.
Morgan Stanley made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #296 holding.
Farmers & Merchants Investments Inc first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
1,543 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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