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Latest Farmers & Merchants Trust Co of Chambersburg PA Stock Portfolio

$402Million | No. of Holdings #440

Farmers & Merchants Trust Co of Chambersburg PA Performance

2026 Q3-1.39%
YTD+4.35%
2025+18.68%

About Farmers & Merchants Trust Co of Chambersburg PA and 13F Hedge Fund Stock Holdings

On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Farmers & Merchants Trust Co of Chambersburg PA reported an equity portfolio of $402.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Farmers & Merchants Trust Co of Chambersburg PA are BIV, IJR, AAXJ. The fund has invested 9.6% of it's portfolio in VANGUARD BD INDEX FDS and 3.7% of portfolio in ISHARES TR . <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), VANGUARD MUN BD FDS (VTEB) and CALAMOS STRATEGIC TOTAL RETU stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and MEDTRONIC PLC (MDT). Farmers & Merchants Trust Co of Chambersburg PA opened new stock positions in SPDR SERIES TRUST (BIL), FIRST TR EXCHANGE-TRADED FD (ECLN) and EXXONMOBIL HOLDINGS CORP. The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F, ISHARES TR (IJR) and FRANKLIN FINL SVCS CORP (FRAF).
Farmers & Merchants Trust Co of Chambersburg PA Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$402Million
  as of Oct 14, 2026

Farmers & Merchants Trust Co of Chambersburg PA Annual Return Estimates Vs S&P 500

Our best estimate is that Farmers & Merchants Trust Co of Chambersburg PA made a return of -1.39% in the last quarter. In trailing 12 months, it's portfolio return was 10.14%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust 6,958,000
spdr series trust 6,903,000
spdr series trust 6,304,000
spdr series trust 6,117,000
first tr exchange-traded fd 5,079,000
exxonmobil holdings corp 2,291,000
ishares tr 317,000
ishares tr 302,000
New stocks bought by Farmers & Merchants Trust Co of Chambersburg PA

Additions

Ticker% Inc.
j p morgan exchange traded f 5,206
ishares tr 2,647
franklin finl svcs corp 2,267
ishares tr 2,231
ishares tr 1,476
vanguard specialized funds 1,441
ishares bitcoin trust etf 1,373
wheaton precious metals corp 1,250
Additions to existing portfolio by Farmers & Merchants Trust Co of Chambersburg PA

Reductions

Ticker% Reduced
ishares tr -89.62
vanguard index fds -57.6
vanguard index fds -57.35
vanguard index fds -54.89
medtronic plc -54.69
waters corp -50.00
vanguard index fds -44.41
blackrock tax municpal bd tr -38.81
Farmers & Merchants Trust Co of Chambersburg PA reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp -1,912,000
calamos gbl dyn income fund -12,000
calamos strategic total retu -19,000
sonos inc -7,000
flaherty & crumrine dynamic -10,000
vanguard mun bd fds -23,000
applied digital corp -15,000
nuveen nasdaq 100 dynamic ov -12,000
Farmers & Merchants Trust Co of Chambersburg PA got rid off the above stocks

Sector Distribution

Farmers & Merchants Trust Co of Chambersburg PA has about 65.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Utilities
  • Healthcare
  • Consumer Defensive
  • Industrials
  • Energy
  • Consumer Cyclical
  • Communication Services
Sector%
Others65.7
Technology10.1
Financial Services6.1
Utilities3.1
Healthcare3
Consumer Defensive2.8
Industrials2.5
Energy2.1
Consumer Cyclical1.9
Communication Services1.6

Market Cap. Distribution

Farmers & Merchants Trust Co of Chambersburg PA has about 32.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MICRO-CAP
Category%
UNALLOCATED65.7
MEGA-CAP23.7
LARGE-CAP9.1
MICRO-CAP1.2

Stocks belong to which Index?

About 32% of the stocks held by Farmers & Merchants Trust Co of Chambersburg PA either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others68
S&P 50030.7
RUSSELL 20001.3
Top 5 Winners (%)%
MPC
marathon pete corp
54.5 %
PLTR
palantir technologies inc
53.3 %
PSX
phillips 66
51.3 %
FTK
flotek industries inc
50.0 %
PSTG
everpure inc
50.0 %
Top 5 Winners ($)$
MSFT
microsoft corp
2.0 M
NVDA
nvidia corporation
1.2 M
CVX
chevron corporation
0.9 M
AAPL
apple inc
0.7 M
VLO
valero energy corp
0.7 M
Top 5 Losers (%)%
AGX
argan inc
-54.5 %
FMC
fmc corp
-50.0 %
APH
amphenol corp
-48.3 %
IESC
ies holdings inc
-48.2 %
DKS
dicks sporting goods inc
-36.8 %
Top 5 Losers ($)$
BIV
vanguard bd index fds
-2.0 M
IJR
ishares tr
-1.9 M
DKS
dicks sporting goods inc
-1.8 M
AMAT
applied matls inc
-0.8 M
IBM
international business machs
-0.8 M

Farmers & Merchants Trust Co of Chambersburg PA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Farmers & Merchants Trust Co of Chambersburg PA

Farmers & Merchants Trust Co of Chambersburg PA has 440 stocks in it's portfolio. About 31.8% of the portfolio is in top 10 stocks. BIV proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Farmers & Merchants Trust Co of Chambersburg PA last quarter.

$402.33MTotal Value
467Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Farmers & Merchants Trust Co of Chambersburg PA, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Tr over time
3.02%153,731
$12.17M
3.02%
decreased 1.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Tr over time
0.9%30,086
$3.60M
0.9%
increased 5.07 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Tr over time
0.27%14,172
$1.09M
0.27%
increased 7.72 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Tr over time
0.08%3,493
$317.0K
0.08%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Tr over time
0%200
$21.0K
0%
decreased 25.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Tr over time
0%400
$17.0K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Tr over time
0%58.00
$8.0K
0%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Farmers & Merchants Trust Co of Chambersburg PA's holding in Etf Ser Solutions over time
0%38.00
$6.0K
0%
new position
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Farmers & Merchants Trust Co of Chambersburg PA's holding in Tidal Trust I over time
0%100
$5.0K
0%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Tr over time
0.05%4,799
$212.0K
0.05%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Tr over time
0.01%648
$32.0K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Tr over time
0.01%374
$28.0K
0.01%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Inc over time
0%251
$17.0K
0%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Inc over time
0%136
$6.0K
0%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Farmers & Merchants Trust Co of Chambersburg PA's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off