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Farmers & Merchants Investments Inc’s Southwest Gas SWX Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$189K Buy
2,133
+2
+0.1% +$179 ﹤0.01% 325
2026
Q1 		$185K Buy
2,131
+2
+0.1% +$171 0.01% 313
2025
Q4 		$170K Sell
2,129
-200
-9% -$16K ﹤0.01% 315
2025
Q3 		$182K Buy
2,329
+3
+0.1% +$234 0.01% 306
2025
Q2 		$173K Sell
2,326
-145
-6% -$10.5K 0.01% 313
2025
Q1 		$177K Buy
2,471
+19
+0.8% +$1.41K 0.01% 318
2024
Q4 		$173K Hold
2,452
– – 0.01% 323
2024
Q3 		$181K Sell
2,452
-150
-6% -$10.8K 0.01% 323
2024
Q2 		$183K Hold
2,602
– – 0.01% 307
2024
Q1 		$198K Hold
2,602
– – 0.01% 293
2023
Q4 		$165K Sell
2,602
-2
-0.1% -$120 0.01% 298
2023
Q3 		$157K Sell
2,604
-85
-3% -$5.42K 0.01% 298
2023
Q2 		$171K Sell
2,689
-500
-16% -$29.6K 0.01% 295
2023
Q1 		$199K Hold
3,189
– – 0.01% 286
2022
Q4 		$197K Sell
3,189
-4
-0.1% -$272 0.01% 288
2022
Q3 		$223K Sell
3,193
-19
-0.6% -$1.54K 0.01% 279
2022
Q2 		$280K Sell
3,212
-384
-11% -$33.9K 0.01% 260
2022
Q1 		$282K Hold
3,596
– – 0.01% 268
2021
Q4 		$252K Buy
3,596
+500
+16% +$34.5K 0.01% 278
2021
Q3 		$207K Sell
3,096
-104
-3% -$7.26K 0.01% 275
2021
Q2 		$212K Hold
3,200
– – 0.01% 235
2021
Q1 		$220K Buy
3,200
+26
+0.8% +$1.65K 0.01% 230
2020
Q4 		$193K Sell
3,174
-162
-5% -$10.7K 0.01% 230
2020
Q3 		$211K Hold
3,336
– – 0.01% 223
2020
Q2 		$230K Hold
3,336
– – 0.02% 213
2020
Q1 		$232K Sell
3,336
-500
-13% -$35.9K 0.02% 207
2019
Q4 		$291K Hold
3,836
– – 0.02% 207
2019
Q3 		$349K Sell
3,836
-75
-2% -$6.74K 0.02% 201
2019
Q2 		$351K Hold
3,911
– – 0.02% 202
2019
Q1 		$322K Hold
3,911
– – 0.02% 200
2018
Q4 		$299K Hold
3,911
– – 0.02% 194
2018
Q3 		$309K Hold
3,911
– – 0.02% 201
2018
Q2 		$298K Hold
3,911
– – 0.02% 208
2018
Q1 		$265K Hold
3,911
– – 0.02% 216
2017
Q4 		$315K Sell
3,911
-60
-2% -$4.87K 0.02% 212
2017
Q3 		$308K Hold
3,971
– – 0.02% 212
2017
Q2 		$290K Buy
3,971
+12
+0.3% +$960 0.02% 214
2017
Q1 		$328K Sell
3,959
-311
-7% -$25.4K 0.03% 204
2016
Q4 		$327K Sell
4,270
-19
-0.4% -$1.37K 0.03% 209
2016
Q3 		$300K Buy
4,289
+53
+1% +$3.91K 0.03% 194
2016
Q2 		$333K Sell
4,236
-311
-7% -$21.5K 0.04% 177
2016
Q1 		$299K Buy
4,547
+287
+7% +$17.3K 0.03% 186
2015
Q4 		$235K Sell
4,260
-270
-6% -$15.4K 0.03% 200
2015
Q3 		$264K Sell
4,530
-30
-0.7% -$1.66K 0.04% 184
2015
Q2 		$243K Sell
4,560
-1,000
-18% -$54.9K 0.03% 191
2015
Q1 		$323K Sell
5,560
-500
-8% -$29.5K 0.04% 170
2014
Q4 		$375K Sell
6,060
-5
-0.1% -$284 0.05% 166
2014
Q3 		$295K Hold
6,065
– – 0.04% 171
2014
Q2 		$320K Hold
6,065
– – 0.04% 172
2014
Q1 		$324K Sell
6,065
-50
-0.8% -$2.68K 0.05% 173
2013
Q4 		$342K Sell
6,115
-125
-2% -$6.61K 0.05% 175
2013
Q3 		$312K Sell
6,240
-250
-4% -$12.1K 0.05% 171
2013
Q2 		$304K Buy
+6,490
New +$316K 0.05% 176

Other funds holding SWX

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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Farmers & Merchants Investments Inc increased its Southwest Gas (SWX) stake by 0.09% in Q2 2026, buying an estimated $179 and bringing the position to 2,133 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Farmers & Merchants Investments Inc first reported a position in SWX in Q2 2013 and has held it in 53 quarters since. The position peaked at $375K in Q4 2014. 178 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Farmers & Merchants Investments Inc held 2,133 shares of Southwest Gas worth $189K as of Q2 2026.
  • Farmers & Merchants Investments Inc bought 2 Southwest Gas shares in Q2 2026, an estimated $179.
  • Southwest Gas made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #325 holding.
  • Farmers & Merchants Investments Inc first reported a position in Southwest Gas in Q2 2013 and has held it in 53 quarters since.
  • Farmers & Merchants Investments Inc's Southwest Gas position peaked at $375K in Q4 2014.
  • 178 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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