Latest Farmers & Merchants Trust Co of Chambersburg PA Stock Portfolio
Farmers & Merchants Trust Co of Chambersburg PA Performance:
2026 Q1: -0.17%YTD: -0.17%2025: 18.68%
Performance for 2026 Q1 is -0.17%, and YTD is -0.17%, and 2025 is 18.68%.
About Farmers & Merchants Trust Co of Chambersburg PA and 13F Hedge Fund Stock Holdings
On 2026-04-29, 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 $367.5 Millions as of 31 Mar, 2026.
The top stock holdings of Farmers & Merchants Trust Co of Chambersburg PA are BIV, IJR, VB. The fund has invested 10.3% of it's portfolio in VANGUARD BD INDEX FDS and 5.6% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (IJR), SRDR SERIES TRUST (BIL) and FULTON FINL CORP PA (FULT) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), FRANKLIN FINL SVCS CORP (FRAF) and MONDELEZ INTL INC (MDLZ). Farmers & Merchants Trust Co of Chambersburg PA opened new stock positions in ISHARES INC (EMGF), MANULIFE FINL CORP (MFC) and ASTRAZENECA PLC. The fund showed a lot of confidence in some stocks as they added substantially to WISDOMTREE TR (AGZD), ISHARES TR (AAXJ) and ISHARES INC (ACWV).
The top stock holdings of Farmers & Merchants Trust Co of Chambersburg PA are BIV, IJR, VB. The fund has invested 10.3% of it's portfolio in VANGUARD BD INDEX FDS and 5.6% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (IJR), SRDR SERIES TRUST (BIL) and FULTON FINL CORP PA (FULT) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), FRANKLIN FINL SVCS CORP (FRAF) and MONDELEZ INTL INC (MDLZ). Farmers & Merchants Trust Co of Chambersburg PA opened new stock positions in ISHARES INC (EMGF), MANULIFE FINL CORP (MFC) and ASTRAZENECA PLC. The fund showed a lot of confidence in some stocks as they added substantially to WISDOMTREE TR (AGZD), ISHARES TR (AAXJ) and ISHARES INC (ACWV).
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 -0.17% in the last quarter. In trailing 12 months, it's portfolio return was 18.49%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares inc | 2,363,000 |
| manulife finl corp | 29,000 |
| astrazeneca plc | 16,000 |
| waters corp | 10,000 |
| power solutions intl inc | 7,000 |
| flextronics intl ltd | 4,000 |
| reddit inc | 4,000 |
| matthews asia fds | 4,000 |
New stocks bought by Farmers & Merchants Trust Co of Chambersburg PA
Additions
| Ticker | % Inc. |
|---|---|
| wisdomtree tr | 74.99 |
| ishares tr | 45.61 |
| ishares inc | 36.00 |
| wisdomtree tr | 31.5 |
| ishares tr | 30.73 |
| ishares tr | 30.66 |
| oracle corp | 30.41 |
| ishares tr | 28.82 |
Additions to existing portfolio by Farmers & Merchants Trust Co of Chambersburg PA
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -97.59 |
| franklin finl svcs corp | -94.25 |
| mondelez intl inc | -93.94 |
| ishares tr | -83.08 |
| target corp | -69.23 |
| ishares tr | -61.59 |
| fmc corp | -60.44 |
| northrop grumman corp | -57.14 |
Farmers & Merchants Trust Co of Chambersburg PA reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -79,000 |
| fulton finl corp pa | -23,000 |
| srdr series trust | -54,000 |
| chemours co | -6,000 |
| spdr index shs fds | -13,000 |
| aurora mobile ltd | -1,000 |
| nio inc | -1,000 |
| astrazeneca plc | -16,000 |
Farmers & Merchants Trust Co of Chambersburg PA got rid off the above stocks
Sector Distribution
Farmers & Merchants Trust Co of Chambersburg PA has about 66% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Utilities
- Consumer Defensive
- Healthcare
- Energy
- Industrials
- Consumer Cyclical
- Communication Services
| Sector | % |
|---|---|
| Others | 66 |
| Technology | 8.9 |
| Financial Services | 5.1 |
| Utilities | 3.4 |
| Consumer Defensive | 3.4 |
| Healthcare | 3.1 |
| Energy | 2.8 |
| Industrials | 2.6 |
| Consumer Cyclical | 2 |
| Communication Services | 1.5 |
Market Cap. Distribution
Farmers & Merchants Trust Co of Chambersburg PA has about 32.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 66 |
| MEGA-CAP | 23 |
| LARGE-CAP | 9.6 |
| MID-CAP | 1.3 |
Stocks belong to which Index?
About 32.8% 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 | % |
|---|---|
| Others | 67.2 |
| S&P 500 | 31.6 |
| RUSSELL 2000 | 1.2 |
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 335 stocks in it's portfolio. About 38.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Farmers & Merchants Trust Co of Chambersburg PA last quarter.
Last Reported on: 29 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.13 | 16,424 | 4,168,000 | added | 0.7 | ||
| AAXJ | ishares tr | 3.10 | 153,190 | 11,390,000 | added | 6.42 | ||
| AAXJ | ishares tr | 0.79 | 26,133 | 2,910,000 | added | 45.61 | ||
| AAXJ | ishares tr | 0.26 | 11,824 | 941,000 | added | 28.82 | ||
| AAXJ | ishares tr | 0.01 | 442 | 47,000 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 1.06 | 17,915 | 3,896,000 | reduced | -6.94 | ||
| ABT | abbott laboratories | 0.11 | 3,932 | 404,000 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.03 | 495 | 98,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.01 | 648 | 30,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.01 | 374 | 26,000 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.00 | 251 | 16,000 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.00 | 136 | 5,000 | added | 36.00 | ||
| ADI | analog devices inc | 0.00 | 57.00 | 18,000 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.01 | 175 | 36,000 | unchanged | 0.00 | ||
| AEP | american elec pwr co inc | 0.00 | 15.00 | 2,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.00 | 240 | 5,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.00 | 8.00 | 1,000 | new | |||
| AFTY | pacer fds tr | 0.00 | 35.00 | 2,000 | unchanged | 0.00 | ||
| AGX | argan inc | 0.00 | 27.00 | 15,000 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.72 | 50,505 | 2,654,000 | added | 31.5 | ||