Farmers & Merchants Trust Co of Chambersburg PA’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.59M | Sell |
27,026
-373
| -1% | -$35.1K | 0.66% | 53 |
|
|
2026
Q1 | $2.65M | Sell |
27,399
-933
| -3% | -$86.3K | 0.72% | 50 |
|
|
2025
Q4 | $2.47M | Sell |
28,332
-461
| -2% | -$42.1K | 0.69% | 49 |
|
|
2025
Q3 | $2.73M | Buy |
28,793
+2,930
| +11% | +$274K | 0.77% | 47 |
|
|
2025
Q2 | $2.38M | Buy |
25,863
+781
| +3% | +$70.1K | 0.74% | 50 |
|
|
2025
Q1 | $2.31M | Buy |
25,082
+3,010
| +14% | +$261K | 0.82% | 42 |
|
|
2024
Q4 | $1.82M | Buy |
22,072
+2,775
| +14% | +$243K | 0.69% | 51 |
|
|
2024
Q3 | $1.74M | Buy |
19,297
+2,421
| +14% | +$207K | 0.67% | 55 |
|
|
2024
Q2 | $1.31M | Buy |
16,876
+18
| +0.1% | +$1.36K | 0.53% | 60 |
|
|
2024
Q1 | $1.21M | Buy |
16,858
+2,892
| +21% | +$200K | 0.5% | 63 |
|
|
2023
Q4 | $979K | Buy |
13,966
+685
| +5% | +$47K | 0.5% | 64 |
|
|
2023
Q3 | $860K | Buy |
13,281
+482
| +4% | +$33.5K | 0.56% | 58 |
|
|
2023
Q2 | $899K | Sell |
12,799
-118
| -0.9% | -$8.46K | 0.58% | 56 |
|
|
2023
Q1 | $899K | Buy |
12,917
+975
| +8% | +$65.6K | 0.6% | 55 |
|
|
2022
Q4 | $853K | Buy |
11,942
+201
| +2% | +$13.4K | 0.59% | 57 |
|
|
2022
Q3 | $798K | Buy |
11,741
+159
| +1% | +$12K | 0.62% | 56 |
|
|
2022
Q2 | $826K | Buy |
11,582
+11,055
| +2,098% | +$812K | 0.6% | 56 |
|
|
2022
Q1 | $38K | Sell |
527
-25
| -5% | -$1.69K | 0.02% | 198 |
|
|
2021
Q4 | $38K | Hold |
552
| – | – | 0.02% | 199 |
|
|
2021
Q3 | $34K | Hold |
552
| – | – | 0.02% | 200 |
|
|
2021
Q2 | $33K | Hold |
552
| – | – | 0.02% | 206 |
|
|
2021
Q1 | $34K | Buy |
552
+200
| +57% | +$12K | 0.03% | 181 |
|
|
2020
Q4 | $22K | Sell |
352
-150
| -30% | -$9.02K | 0.02% | 192 |
|
|
2020
Q3 | $27K | Sell |
502
-200
| -28% | -$10.7K | 0.02% | 179 |
|
|
2020
Q2 | $36K | Hold |
702
| – | – | 0.03% | 172 |
|
|
2020
Q1 | $38K | Hold |
702
| – | – | 0.04% | 164 |
|
|
2019
Q4 | $45K | Hold |
702
| – | – | 0.04% | 185 |
|
|
2019
Q3 | $43K | Hold |
702
| – | – | 0.03% | 184 |
|
|
2019
Q2 | $39K | Hold |
702
| – | – | 0.03% | 185 |
|
|
2019
Q1 | $36K | Hold |
702
| – | – | 0.03% | 189 |
|
|
2018
Q4 | $31K | Sell |
702
-1,600
| -70% | -$72.7K | 0.03% | 170 |
|
|
2018
Q3 | $100K | Hold |
2,302
| – | – | 0.09% | 117 |
|
|
2018
Q2 | $107K | Hold |
2,302
| – | – | 0.1% | 116 |
|
|
2018
Q1 | $103K | Hold |
2,302
| – | – | 0.09% | 118 |
|
|
2017
Q4 | $111K | Buy |
2,302
+160
| +7% | +$8.15K | 0.09% | 118 |
|
|
2017
Q3 | $105K | Buy |
+2,142
| New | +$104K | 0.09% | 115 |
|
Other funds holding SO
Farmers & Merchants Trust Co of Chambersburg PA's SO Position: Q2 2026 in Review
Farmers & Merchants Trust Co of Chambersburg PA reduced its Southern Company (SO) stake by 1.4% in Q2 2026, selling an estimated $35.1K and leaving 27,026 shares worth $2.59M. The position accounts for 0.66% of the portfolio, ranked #53.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in SO in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.73M in Q3 2025. 1,889 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Farmers & Merchants Trust Co of Chambersburg PA held 27,026 shares of Southern Company worth $2.59M as of Q2 2026.
- Farmers & Merchants Trust Co of Chambersburg PA sold 373 Southern Company shares in Q2 2026, an estimated $35.1K.
- Southern Company made up 0.66% of Farmers & Merchants Trust Co of Chambersburg PA's portfolio in Q2 2026, its #53 holding.
- Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Southern Company in Q3 2017 and has held it in 36 quarters since.
- Farmers & Merchants Trust Co of Chambersburg PA's Southern Company position peaked at $2.73M in Q3 2025.
- 1,889 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2026, filed 24 Jul 2026.