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Farmers & Merchants Investments Inc’s Wheels Up UP Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25
Closed -$825 – 1787
2024
Q4 		$825 Hold
25
– – ﹤0.01% 1538
2024
Q3 		$1.21K Hold
25
– – ﹤0.01% 1412
2024
Q2 		$945 Hold
25
– – ﹤0.01% 1479
2024
Q1 		$1.44K Hold
25
– – ﹤0.01% 1281
2023
Q4 		$1.72K Hold
25
– – ﹤0.01% 1198
2023
Q3 		$1.03K Buy
+25
New +$1.01K ﹤0.01% 1364

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Farmers & Merchants Investments Inc's UP Position: Q1 2025 in Review

Farmers & Merchants Investments Inc sold out of Wheels Up (UP) in Q1 2025, closing a stake of 25 shares — an estimated $825 sold.

Farmers & Merchants Investments Inc first reported a position in UP in Q3 2023 and held it in 6 quarters. The position peaked at $1.72K in Q4 2023. 117 funds tracked by Wall St. Rank hold UP as of Q1 2025.

  • Farmers & Merchants Investments Inc reported no remaining Wheels Up position as of Q1 2025 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 25 Wheels Up shares in Q1 2025, an estimated $825.
  • Farmers & Merchants Investments Inc first reported a position in Wheels Up in Q3 2023 and held it in 6 quarters.
  • Farmers & Merchants Investments Inc's Wheels Up position peaked at $1.72K in Q4 2023.
  • 117 funds tracked by Wall St. Rank held Wheels Up as of Q1 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2025, filed 16 Apr 2025.