Farmers & Merchants Investments Inc’s Lazard LAZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89K	Buy	+45	New	+$2.06K	﹤0.01%	1321
2017 Q2	–	Sell	-392	Closed	-$18K	–	839
2017 Q1	$18K	Buy	392 +34	+9%	+$1.47K	﹤0.01%	419
2016 Q4	$15K	Hold	358	–	–	﹤0.01%	463
2016 Q3	$13K	Hold	358	–	–	﹤0.01%	433
2016 Q2	$11K	Hold	358	–	–	﹤0.01%	436
2016 Q1	$14K	Hold	358	–	–	﹤0.01%	406
2015 Q4	$16K	Sell	358 -264	-42%	-$12.1K	﹤0.01%	406
2015 Q3	$27K	Buy	622 +67	+12%	+$3.45K	﹤0.01%	336
2015 Q2	$31K	Hold	555	–	–	﹤0.01%	340
2015 Q1	$29K	Sell	555 -263	-32%	-$13K	﹤0.01%	349
2014 Q4	$41K	Sell	818 -65	-7%	-$3.22K	0.01%	304
2014 Q3	$45K	Buy	883 +53	+6%	+$2.78K	0.01%	293
2014 Q2	$43K	Hold	830	–	–	0.01%	300
2014 Q1	$39K	Hold	830	–	–	0.01%	308
2013 Q4	$38K	Buy	830 +31	+4%	+$1.25K	0.01%	318
2013 Q3	$29K	Buy	+799	New	+$28.4K	﹤0.01%	342

Other funds holding LAZ

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Farmers & Merchants Investments Inc opened a new position in Lazard (LAZ) in Q2 2026: 45 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings. This is a return to the name: Farmers & Merchants Investments Inc previously reported a position in LAZ as recently as Q1 2017.

Farmers & Merchants Investments Inc first reported a position in LAZ in Q3 2013 and has held it in 16 quarters since. The position peaked at $45K in Q3 2014. 189 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Farmers & Merchants Investments Inc held 45 shares of Lazard worth $1.89K as of Q2 2026.
Lazard was a new Farmers & Merchants Investments Inc position in Q2 2026.
Lazard made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1321 holding.
Farmers & Merchants Investments Inc first reported a position in Lazard in Q3 2013 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's Lazard position peaked at $45K in Q3 2014.
189 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

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