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Abich Financial Wealth Management’s Lazard LAZ Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$167K Buy
+3,162
New +$171K 0.06% 145
2024
Q3 		$50.3K Buy
+999
New +$46.3K 0.11% 92
2024
Q2 		– Sell
-10
Closed -$419 – 850
2024
Q1 		$419 Buy
+10
New +$389 ﹤0.01% 439

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abich Financial Wealth Management's LAZ Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Lazard (LAZ) in Q3 2025: 3,162 shares worth $167K. The stake represents 0.06% of the portfolio and ranks #145 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in LAZ as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in LAZ in Q1 2024 and has held it in 3 quarters since. 341 funds tracked by Wall St. Rank hold LAZ as of Q3 2025.

  • Abich Financial Wealth Management held 3,162 shares of Lazard worth $167K as of Q3 2025.
  • Lazard was a new Abich Financial Wealth Management position in Q3 2025.
  • Lazard made up 0.06% of Abich Financial Wealth Management's portfolio in Q3 2025, its #145 holding.
  • Abich Financial Wealth Management first reported a position in Lazard in Q1 2024 and has held it in 3 quarters since.
  • 341 funds tracked by Wall St. Rank held Lazard as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.