Farmers & Merchants Investments Inc’s Helix Energy Solutions HLX Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$883	Hold	101	–	–	﹤0.01%	1554
2026 Q1	$999	Hold	101	–	–	﹤0.01%	1470
2025 Q4	$633	Hold	101	–	–	﹤0.01%	1570
2025 Q3	$663	Hold	101	–	–	﹤0.01%	1576
2025 Q2	$630	Hold	101	–	–	﹤0.01%	1566
2025 Q1	$839	Hold	101	–	–	﹤0.01%	1493
2024 Q4	$941	Hold	101	–	–	﹤0.01%	1504
2024 Q3	$1.12K	Hold	101	–	–	﹤0.01%	1444
2024 Q2	$1.21K	Hold	101	–	–	﹤0.01%	1389
2024 Q1	$1.09K	Hold	101	–	–	﹤0.01%	1401
2023 Q4	$1.04K	Hold	101	–	–	﹤0.01%	1429
2023 Q3	$1.13K	Buy	101 +10	+11%	+$96	﹤0.01%	1331
2023 Q2	$672	Hold	91	–	–	﹤0.01%	1519
2023 Q1	$704	Hold	91	–	–	﹤0.01%	1503
2022 Q4	$672	Hold	91	–	–	﹤0.01%	1529
2022 Q3	$0	Buy	+91	New	+$345	﹤0.01%	1631

Other funds holding HLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BAM

Bastion Asset Management Montreal, Canada $295M AUM 19.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Farmers & Merchants Investments Inc's HLX Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Helix Energy Solutions (HLX) position steady in Q2 2026 at 101 shares worth $883. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Farmers & Merchants Investments Inc first reported a position in HLX in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.21K in Q2 2024. 117 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

Farmers & Merchants Investments Inc held 101 shares of Helix Energy Solutions worth $883 as of Q2 2026.
Farmers & Merchants Investments Inc left its Helix Energy Solutions share count unchanged in Q2 2026.
Helix Energy Solutions made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1554 holding.
Farmers & Merchants Investments Inc first reported a position in Helix Energy Solutions in Q3 2022 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's Helix Energy Solutions position peaked at $1.21K in Q2 2024.
117 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.