First Merchants Corp’s La-Z-Boy LZB Stock Holding History

First Merchants Corp’s Portfolio LZB Stock Details LZB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$568K	Hold	14,162	–	–	0.02%	243
2026 Q1	$455K	Sell	14,162 -500	-3%	-$18.1K	0.02%	266
2025 Q4	$546K	Sell	14,662 -232	-2%	-$8.13K	0.02%	251
2025 Q3	$511K	Hold	14,894	–	–	0.02%	265
2025 Q2	$554K	Sell	14,894 -900	-6%	-$36K	0.02%	259
2025 Q1	$617K	Hold	15,794	–	–	0.02%	256
2024 Q4	$688K	Hold	15,794	–	–	0.03%	260
2024 Q3	$678K	Hold	15,794	–	–	0.03%	263
2024 Q2	$589K	Sell	15,794 -7,000	-31%	-$247K	0.02%	264
2024 Q1	$857K	Hold	22,794	–	–	0.06%	154
2023 Q4	$841K	Buy	22,794 +232	+1%	+$7.47K	0.07%	150
2023 Q3	$697K	Hold	22,562	–	–	0.06%	153
2023 Q2	$646K	Sell	22,562 -450	-2%	-$12.6K	0.05%	158
2023 Q1	$669K	Hold	23,012	–	–	0.06%	160
2022 Q4	$525K	Sell	23,012 -1,500	-6%	-$36.5K	0.05%	176
2022 Q3	$553K	Buy	24,512 +7,500	+44%	+$199K	0.06%	179
2022 Q2	$403K	Sell	17,012 -8,850	-34%	-$228K	0.04%	191
2022 Q1	$682K	Hold	25,862	–	–	0.06%	186
2021 Q4	$939K	Buy	25,862 +1,500	+6%	+$52.3K	0.07%	171
2021 Q3	$785K	Hold	24,362	–	–	0.05%	181
2021 Q2	$902K	Sell	24,362 -2,500	-9%	-$105K	0.06%	178
2021 Q1	$1.14M	Sell	26,862 -182	-0.7%	-$7.62K	0.08%	167
2020 Q4	$1.08M	Hold	27,044	–	–	0.07%	162
2020 Q3	$855K	Hold	27,044	–	–	0.07%	168
2020 Q2	$732K	Hold	27,044	–	–	0.06%	173
2020 Q1	$555K	Sell	27,044 -1,850	-6%	-$52.5K	0.07%	184
2019 Q4	$909K	Sell	28,894 -27,582	-49%	-$925K	0.09%	181
2019 Q3	$1.9M	Buy	+56,476	New	+$1.81M	0.2%	128

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Wealth Enhancement Advisory Services

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Handelsbanken Fonder

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Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return