Q1 2026 13F · SEC CIK 1318055

Farmers Trust Co

Bank & trustFiled 2026-04-07 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $637.0M
Reported positions: 203
Top holdings a year, 3 yrs: +17.9%
Average holding period: 8.0 yrs

Farmers Trust Co is a bank & trust that reported 203 positions worth $637.0M in its Q1 2026 13F, filed 2026-04-07. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 5.4%), Apple Inc (AAPL, 4.3%), J P Morgan Exchange Traded F (JMTG, 3.9%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

Farmers Trust Co holdings largest 50 of 203 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Farmers Trust Co 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	5.4%	5.7%	52,953	+2.7%	$34.4M
AAPLApple Inc	4.3%	4.4%	108,703	+8.9%	$27.6M
JMTGJ P Morgan Exchange Traded F	3.9%	3.9%	488,983	+3.6%	$24.9M
MSFTMicrosoft Corp	3.3%	4.2%	57,493	+8.8%	$21.3M
JPMJpmorgan Chase & Co	2.8%	3.5%	61,613	-8.3%	$18.1M
GOOGLAlphabet Inc	2.4%	2.8%	54,015	-1.7%	$15.5M
XLRESelect Sector Spdr Tr	2.4%	1.7%	366,692	+44.0%	$15.0M
MCDMcdonalds Corp	2.0%	2.0%	40,279	-0.5%	$12.5M
JNJJohnson & Johnson	1.9%	1.9%	48,458	-13.6%	$11.8M
LRCXLam Research Corp	1.6%	1.5%	49,013	-9.0%	$10.5M
NEMNewmont Corp	1.6%	1.8%	95,484	-12.0%	$10.3M
CSCOCisco Sys Inc	1.6%	1.9%	129,850	-16.2%	$10.1M
FMNBFarmers National Banc Corp Com	1.5%	1.2%	724,473	+35.3%	$9.5M
PEPPepsico Inc	1.5%	1.4%	59,852	+0.5%	$9.3M
NEENextera Energy Inc	1.4%	1.1%	98,098	+20.4%	$9.1M
SOSouthern Co	1.3%	1.0%	88,802	+28.6%	$8.6M
BRK-BBerkshire Hathaway Inc Del	1.3%	—	17,088	—	$8.2M
LNGCheniere Energy Inc	1.3%	0.9%	28,399	-0.4%	$8.1M
HONHoneywell Intl. Inc	1.2%	1.2%	35,157	-5.9%	$7.9M
VZVerizon Communications Inc	1.1%	0.9%	145,754	+7.1%	$7.3M
PMPhilip Morris Intl Inc	1.1%	1.3%	44,057	-11.9%	$7.3M
FCXFreeport Mcmoran Inc	1.1%	1.0%	123,006	+0.5%	$7.2M
CCitigroup Inc	1.1%	1.3%	63,090	-4.7%	$7.2M
IBMInternational Business Machs	1.1%	1.4%	29,199	+2.6%	$7.1M
TAt&t Inc	1.1%	1.0%	243,152	-0.0%	$7.0M
PLTRPalantir Technologies Inc	1.1%	1.6%	47,384	-14.7%	$6.9M
CMECme Group Inc	1.1%	1.3%	22,905	-18.5%	$6.8M
XLYSelect Sector Spdr Tr	1.0%	1.5%	60,290	-19.7%	$6.6M
AMZNAmazon Com Inc	1.0%	1.1%	30,587	+3.3%	$6.4M
LMTLockheed Martin Corp	1.0%	1.1%	10,488	-23.6%	$6.3M
MMM3m Co	1.0%	1.1%	43,529	+0.5%	$6.3M
UNPUnion Pac Corp	1.0%	1.0%	25,819	+2.0%	$6.3M
BIIBBiogen Inc	1.0%	1.0%	33,610	+1.3%	$6.2M
KMIKinder Morgan Inc Del	1.0%	1.1%	183,668	-22.1%	$6.2M
IWPIshares Tr	1.0%	—	47,815	—	$6.1M
VVisa Inc	1.0%	1.1%	20,034	+1.9%	$6.1M
CBChubb Limited	0.9%	0.9%	18,542	+2.1%	$6.0M
NUENucor Corp	0.9%	0.9%	35,610	+0.7%	$6.0M
CVSCvs Health Corp	0.9%	1.0%	82,810	+8.1%	$5.9M
NVDANvidia Corporation	0.9%	—	33,564	—	$5.9M
KRKroger Co	0.9%	—	79,703	—	$5.8M
METAMeta Platforms Inc	0.9%	0.8%	10,030	+36.1%	$5.7M
SLBSlb Limited	0.9%	—	111,381	—	$5.7M
WMTWalmart Inc	0.9%	0.8%	46,005	-0.1%	$5.7M
MDTMedtronic PLC	0.9%	1.0%	65,356	+1.0%	$5.7M
WYWeyerhaeuser Company Com New REIT	0.9%	—	227,815	—	$5.6M
CPRTCopart Inc	0.9%	—	164,275	—	$5.5M
AKAMAkamai Technologies Inc	0.8%	—	44,877	—	$5.2M
XOMExxon Mobil Corp	0.8%	—	29,865	—	$5.1M
SOLVSolventum Corporation Common S	0.8%	1.0%	77,439	-0.0%	$5.1M

What Farmers Trust Co bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

XLRE Select Sector Spdr Tr+44.0% shares
META Meta Platforms Inc+36.1% shares
FMNB Farmers National Banc Corp Com+35.3% shares
SO Southern Co+28.6% shares
NEE Nextera Energy Inc+20.4% shares
AAPL Apple Inc+8.9% shares
MSFT Microsoft Corp+8.8% shares
CVS Cvs Health Corp+8.1% shares

Reduced

LMT Lockheed Martin Corp-23.6% shares
KMI Kinder Morgan Inc Del-22.1% shares
XLY Select Sector Spdr Tr-19.7% shares
CME Cme Group Inc-18.5% shares
CSCO Cisco Sys Inc-16.2% shares
PLTR Palantir Technologies Inc-14.7% shares
JNJ Johnson & Johnson-13.6% shares
NEM Newmont Corp-12.0% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.9% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: +9.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$637.0M	203
Q4 2025	$613.2M	196
Q3 2025	$580.3M	195
Q2 2025	$535.5M	185
Q1 2025	$531.7M	187
Q4 2024	$535.8M	189
Q3 2024	$536.3M	191
Q2 2024	$492.6M	180
Q1 2024	$496.7M	177
Q4 2023	$479.4M	165
Q3 2023	$433.3M	153
Q2 2023	$467.2M	158

Questions about Farmers Trust Co's portfolio

What stocks does Farmers Trust Co own?

Farmers Trust Co's latest 13F, for Q1 2026 and filed Apr 7, 2026, lists 203 positions worth $637.0M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 5.4%, Apple Inc (AAPL) at 4.3%, J P Morgan Exchange Traded F (JMTG) at 3.9%, Microsoft Corp (MSFT) at 3.3% and Jpmorgan Chase & Co (JPM) at 2.8%.

What did Farmers Trust Co buy last quarter?

In Q1 2026, Farmers Trust Co added Select Sector Spdr Tr (XLRE) (+44.0% shares), Meta Platforms Inc (META) (+36.1% shares) and Farmers National Banc Corp Com (FMNB) (+35.3% shares), compared with its Q4 2025 filing.

What did Farmers Trust Co sell last quarter?

In Q1 2026, Farmers Trust Co cut from its top 50 Twilio Inc (TWLO), cut from its top 50 Invesco Qqq Tr (QQQ), cut from its top 50 Abbvie Inc (ABBV), cut from its top 50 Valero Energy Corp (VLO), cut from its top 50 Procter & Gamble Co (PG), Lockheed Martin Corp (LMT) (-23.6% shares), Kinder Morgan Inc Del (KMI) (-22.1% shares) and Select Sector Spdr Tr (XLY) (-19.7% shares), compared with its Q4 2025 filing.

How has Farmers Trust Co's portfolio performed?

A portfolio copying Farmers Trust Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.9% against +20.1%. Over 5 years: +9.5% a year against +11.6%.

When is Farmers Trust Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Farmers Trust Co's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.