AIM
LZB icon

Access Investment Management’s La-Z-Boy LZB Stock Holding History

Access Investment Management’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
Q1 		$5.93M Buy
184,375
+93,630
+103% +$3.38M 1.58% 26
2025
Q4 		$3.11M Hold
90,745
– – 0.84% 37
2025
Q3 		$3.11M Buy
90,745
+725
+0.8% +$26.6K 0.84% 37
2025
Q2 		$3.35M Buy
+90,020
New +$3.6M 0.95% 33
2024
Q4 		$4.64M Sell
106,535
-9,400
-8% -$397K 1.35% 24
2024
Q3 		$4.98M Buy
115,935
+140
+0.1% +$5.76K 1.52% 24
2024
Q2 		$4.32M Buy
115,795
+640
+0.6% +$22.6K 1.4% 24
2024
Q1 		$4.33M Buy
115,155
+90
+0.1% +$3.29K 1.43% 21
2023
Q4 		$4.25M Buy
+115,065
New +$3.71M 1.58% 20

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Access Investment Management's LZB Position: Q1 2026 in Review

Access Investment Management increased its La-Z-Boy (LZB) stake by 103% in Q1 2026, buying an estimated $3.38M and bringing the position to 184,375 shares worth $5.93M. The position accounts for 1.58% of the portfolio, ranked #26.

Access Investment Management first reported a position in LZB in Q4 2023 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Access Investment Management held 184,375 shares of La-Z-Boy worth $5.93M as of Q1 2026.
  • Access Investment Management bought 93,630 La-Z-Boy shares in Q1 2026, an estimated $3.38M.
  • La-Z-Boy made up 1.58% of Access Investment Management's portfolio in Q1 2026, its #26 holding.
  • Access Investment Management first reported a position in La-Z-Boy in Q4 2023 and has held it in 9 quarters since.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.