Farmers & Merchants Trust Company’s New Jersey Resources NJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.15M	Hold	21,000	–	–	0.27%	68
2025 Q4	$969K	Sell	21,000 -500	-2%	-$23.1K	0.22%	73
2025 Q3	$1.04M	Hold	21,500	–	–	0.22%	75
2025 Q2	$964K	Hold	21,500	–	–	0.2%	84
2025 Q1	$1.05M	Hold	21,500	–	–	0.27%	69
2024 Q4	$1M	Sell	21,500 -801	-4%	-$38K	0.25%	71
2024 Q3	$1.05M	Hold	22,301	–	–	0.26%	67
2024 Q2	$953K	Hold	22,301	–	–	0.25%	70
2024 Q1	$957K	Hold	22,301	–	–	0.24%	75
2023 Q4	$994K	Hold	22,301	–	–	0.26%	72
2023 Q3	$906K	Hold	22,301	–	–	0.27%	73
2023 Q2	$1.05M	Hold	22,301	–	–	0.28%	70
2023 Q1	$1.19M	Hold	22,301	–	–	0.33%	61
2022 Q4	$1.11M	Sell	22,301 -105	-0.5%	-$4.79K	0.31%	65
2022 Q3	$867K	Hold	22,406	–	–	0.27%	66
2022 Q2	$998K	Hold	22,406	–	–	0.3%	62
2022 Q1	$1.03M	Hold	22,406	–	–	0.27%	66
2021 Q4	$920K	Hold	22,406	–	–	0.22%	74
2021 Q3	$780K	Hold	22,406	–	–	0.2%	84
2021 Q2	$887K	Hold	22,406	–	–	0.24%	74
2021 Q1	$893K	Hold	22,406	–	–	0.3%	65
2020 Q4	$797K	Buy	22,406 +105	+0.5%	+$3.42K	0.3%	66
2020 Q3	$603K	Hold	22,301	–	–	0.25%	77
2020 Q2	$728K	Hold	22,301	–	–	0.33%	64
2020 Q1	$758K	Hold	22,301	–	–	0.41%	57
2019 Q4	$994K	Hold	22,301	–	–	0.42%	55
2019 Q3	$1.01M	Hold	22,301	–	–	0.44%	56
2019 Q2	$1.11M	Hold	22,301	–	–	0.5%	49
2019 Q1	$1.11M	Hold	22,301	–	–	0.51%	45
2018 Q4	$1.02M	Buy	+22,301	New	+$1.05M	0.51%	44

Other funds holding NJR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

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

Farmers & Merchants Trust Company held its New Jersey Resources (NJR) position steady in Q1 2026 at 21,000 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #68.

Farmers & Merchants Trust Company first reported a position in NJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.19M in Q1 2023. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Farmers & Merchants Trust Company held 21,000 shares of New Jersey Resources worth $1.15M as of Q1 2026.
Farmers & Merchants Trust Company left its New Jersey Resources share count unchanged in Q1 2026.
New Jersey Resources made up 0.27% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #68 holding.
Farmers & Merchants Trust Company first reported a position in New Jersey Resources in Q4 2018 and has held it in 30 quarters since.
Farmers & Merchants Trust Company's New Jersey Resources position peaked at $1.19M in Q1 2023.
438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

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