Farmers & Merchants Trust Co of Chambersburg PA’s Carlyle Group CG Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-238	Closed	-$10K	–	348
2025 Q1	$10K	Hold	238	–	–	﹤0.01%	297
2024 Q4	$12K	Hold	238	–	–	﹤0.01%	278
2024 Q3	$10K	Hold	238	–	–	﹤0.01%	291
2024 Q2	$10K	Hold	238	–	–	﹤0.01%	300
2024 Q1	$11K	Hold	238	–	–	﹤0.01%	293
2023 Q4	$10K	Buy	+238	New	+$7.84K	0.01%	331

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's CG Position: Q2 2025 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Carlyle Group (CG) in Q2 2025, closing a stake of 238 shares — an estimated $10K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in CG in Q4 2023 and held it in 6 quarters. The position peaked at $12K in Q4 2024. 572 funds tracked by Wall St. Rank hold CG as of Q2 2025.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Carlyle Group position as of Q2 2025 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 238 Carlyle Group shares in Q2 2025, an estimated $10K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Carlyle Group in Q4 2023 and held it in 6 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's Carlyle Group position peaked at $12K in Q4 2024.
572 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2025, filed 10 Jul 2025.