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FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings

AUM $394M
1-Year Est. Return 18.41%
This Fund
S&P 500
This Quarter Est. Return
+0.9%
1 Year Est. Return
+18.41%
3 Year Est. Return
+60.91%
5 Year Est. Return
+87.82%
10 Year Est. Return
–
AUM
$367M
AUM Growth
+$10.2M
Cap. Flow
+$11.1M
Cap. Flow %
3.03%
Top 10 Hldgs %
38.08%
Holding
346
New
13
Increased
40
Reduced
82
Closed
11

Top Buys

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.8M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.73M
3
VBK icon
Vanguard Morningstar Small-Cap Growth ETF
VBK
+$2.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.45M
5
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$2.27M

Top Sells

Rank Stock Value
1
QCOM icon
Qualcomm
QCOM
+$1.73M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$994K
3
FRAF icon
Franklin Financial Services
FRAF
+$935K
4
WMT icon
Walmart Inc
WMT
+$905K
5
ETN icon
Eaton
ETN
+$602K

Sector Composition

Rank Sector Weight
1 Miscellaneous 66.48%
2 Technology 9.03%
3 Financials 5.44%
4 Consumer Staples 3.37%
5 Healthcare 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMD icon
251
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$11K ﹤0.01%
190
– –
TSCO icon
252
Tractor Supply
TSCO
$16.3B
$11K ﹤0.01%
250
– –
BP icon
253
BP
BP
$113B
$10K ﹤0.01%
213
– –
CTVA icon
254
Corteva
CTVA
$51.8B
$10K ﹤0.01%
116
– –
D icon
255
Dominion Energy
D
$53.2B
$10K ﹤0.01%
160
-100
-38% -$6.18K
HLT icon
256
Hilton Worldwide
HLT
$71.6B
$10K ﹤0.01%
34
– –
HON icon
257
Honeywell
HON
$66.9B
$10K ﹤0.01%
43
– –
LHX icon
258
L3Harris
LHX
$44.1B
$10K ﹤0.01%
30
– –
TGT icon
259
Target
TGT
$71.2B
$10K ﹤0.01%
80
-180
-69% -$20.3K
USHY icon
260
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.7B
$10K ﹤0.01%
269
– –
WAT icon
261
Waters Corp
WAT
$43.2B
$10K ﹤0.01%
+32
New +$10.9K
APLD icon
262
Applied Digital
APLD
$7.29B
$9K ﹤0.01%
400
– –
INFY icon
263
Infosys
INFY
$43.6B
$9K ﹤0.01%
700
– –
RRX icon
264
Regal Rexnord
RRX
$10.3B
$9K ﹤0.01%
50
– –
T icon
265
AT&T
T
$167B
$9K ﹤0.01%
325
-100
-24% -$2.67K
TROW icon
266
T. Rowe Price
TROW
$22.2B
$9K ﹤0.01%
100
– –
LIN icon
267
Linde
LIN
$219B
$8K ﹤0.01%
16
– –
PLD icon
268
Prologis
PLD
$123B
$8K ﹤0.01%
61
– –
UBSI icon
269
United Bankshares
UBSI
$6.26B
$8K ﹤0.01%
186
– –
VOD icon
270
Vodafone
VOD
$37.4B
$8K ﹤0.01%
517
– –
VTWO icon
271
Vanguard Russell 2000 ETF
VTWO
$16.3B
$8K ﹤0.01%
78
– –
AIG icon
272
American International
AIG
$38.9B
$7K ﹤0.01%
97
– –
BKR icon
273
Baker Hughes
BKR
$54.5B
$7K ﹤0.01%
120
– –
IBIT icon
274
iShares Bitcoin Trust
IBIT
$66.6B
$7K ﹤0.01%
193
– –
IVV icon
275
iShares Core S&P 500 ETF
IVV
$877B
$7K ﹤0.01%
10
-405
-98% -$277K
9 10
11
12 13

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Farmers & Merchants Trust Co of Chambersburg PA's Q1 2026 Portfolio in Review

As of Q1 2026, Farmers & Merchants Trust Co of Chambersburg PA held 346 positions worth $367M, up 2.9% from $357M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Farmers & Merchants Trust Co of Chambersburg PA deployed $11.1M of net new capital in Q1 2026, opening 13 new positions and adding to 40 existing holdings. Its largest new stake was iShares Core MSCI Emerging Markets ETF: 33,878 shares worth $2.36M.

By sector, the portfolio is most concentrated in Miscellaneous at 66% of assets, up from 63% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Qualcomm, an estimated $1.73M trimmed.

  • Farmers & Merchants Trust Co of Chambersburg PA's largest Q1 2026 buy was iShares Core MSCI Emerging Markets ETF: 33,878 shares worth $2.36M.
  • Farmers & Merchants Trust Co of Chambersburg PA added most to Vanguard Intermediate-Term Bond ETF in Q1 2026, an estimated $2.8M increase.
  • Farmers & Merchants Trust Co of Chambersburg PA's biggest Q1 2026 reduction was Qualcomm, cutting an estimated $1.73M.
  • Farmers & Merchants Trust Co of Chambersburg PA fully exited iShares Core S&P Mid-Cap ETF in Q1 2026, selling an estimated $79K.
  • Farmers & Merchants Trust Co of Chambersburg PA's ten largest holdings make up 38% of its $367M portfolio in Q1 2026.
  • Farmers & Merchants Trust Co of Chambersburg PA opened 13 new positions and closed 11 in Q1 2026.
  • Farmers & Merchants Trust Co of Chambersburg PA's portfolio value rose 2.9% quarter-over-quarter to $367M.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2026, filed 23 Apr 2026.