Farmers & Merchants Trust Company’s Morgan Stanley MS Stock Holding History

Farmers & Merchants Trust Company’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$418K	Hold	2,542	–	–	0.1%	120
2025 Q4	$451K	Sell	2,542 -262	-9%	-$43.7K	0.1%	119
2025 Q3	$446K	Sell	2,804 -319	-10%	-$47.1K	0.09%	136
2025 Q2	$440K	Buy	3,123 +427	+16%	+$52.4K	0.09%	145
2025 Q1	$315K	Buy	2,696 +18	+0.7%	+$2.32K	0.08%	152
2024 Q4	$337K	Sell	2,678 -130	-5%	-$16K	0.08%	144
2024 Q3	$293K	Sell	2,808 -12	-0.4%	-$1.21K	0.07%	159
2024 Q2	$274K	Sell	2,820 -311	-10%	-$29.6K	0.07%	156
2024 Q1	$295K	Buy	3,131 +117	+4%	+$10.3K	0.07%	154
2023 Q4	$281K	Sell	3,014 -158	-5%	-$12.6K	0.07%	144
2023 Q3	$259K	Buy	3,172 +182	+6%	+$15.8K	0.08%	142
2023 Q2	$255K	Buy	2,990 +489	+20%	+$41.8K	0.07%	147
2023 Q1	$220K	Buy	+2,501	New	+$233K	0.06%	159

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Farmers & Merchants Trust Company's MS Position: Q1 2026 in Review

Farmers & Merchants Trust Company held its Morgan Stanley (MS) position steady in Q1 2026 at 2,542 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #120.

Farmers & Merchants Trust Company first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $451K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Farmers & Merchants Trust Company held 2,542 shares of Morgan Stanley worth $418K as of Q1 2026.
Farmers & Merchants Trust Company left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.1% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #120 holding.
Farmers & Merchants Trust Company first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
Farmers & Merchants Trust Company's Morgan Stanley position peaked at $451K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.