Farmers & Merchants Investments Inc’s Walker & Dunlop WD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26K	Hold	23	–	–	﹤0.01%	1453
2026 Q1	$1.02K	Hold	23	–	–	﹤0.01%	1466
2025 Q4	$1.38K	Hold	23	–	–	﹤0.01%	1350
2025 Q3	$1.92K	Hold	23	–	–	﹤0.01%	1263
2025 Q2	$1.62K	Hold	23	–	–	﹤0.01%	1300
2025 Q1	$1.96K	Hold	23	–	–	﹤0.01%	1229
2024 Q4	$2.24K	Hold	23	–	–	﹤0.01%	1128
2024 Q3	$2.61K	Hold	23	–	–	﹤0.01%	1043
2024 Q2	$2.26K	Hold	23	–	–	﹤0.01%	1071
2024 Q1	$2.32K	Hold	23	–	–	﹤0.01%	1040
2023 Q4	$2.55K	Hold	23	–	–	﹤0.01%	968
2023 Q3	$1.71K	Hold	23	–	–	﹤0.01%	1104
2023 Q2	$1.82K	Hold	23	–	–	﹤0.01%	1126
2023 Q1	$1.75K	Hold	23	–	–	﹤0.01%	1115
2022 Q4	$1.8K	Buy	23 +2	+10%	+$168	﹤0.01%	1131
2022 Q3	$2K	Buy	+21	New	+$2.14K	﹤0.01%	1100
2021 Q3	–	Sell	-15	Closed	-$2K	–	1089
2021 Q2	$2K	Buy	+15	New	+$1.57K	﹤0.01%	907

Other funds holding WD

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

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its Walker & Dunlop (WD) position steady in Q2 2026 at 23 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Farmers & Merchants Investments Inc first reported a position in WD in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.61K in Q3 2024. 99 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Farmers & Merchants Investments Inc held 23 shares of Walker & Dunlop worth $1.26K as of Q2 2026.
Farmers & Merchants Investments Inc left its Walker & Dunlop share count unchanged in Q2 2026.
Walker & Dunlop made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1453 holding.
Farmers & Merchants Investments Inc first reported a position in Walker & Dunlop in Q2 2021 and has held it in 17 quarters since.
Farmers & Merchants Investments Inc's Walker & Dunlop position peaked at $2.61K in Q3 2024.
99 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

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