AAM
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Advisors Asset Management’s La-Z-Boy LZB Stock Holding History

Advisors Asset 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 		$176K Sell
5,472
-444
-8% -$16K ﹤0.01% 1173
2025
Q4 		$220K Sell
5,916
-1,247
-17% -$43.7K ﹤0.01% 1117
2025
Q3 		$246K Sell
7,163
-1,512
-17% -$55.5K ﹤0.01% 1091
2025
Q2 		$322K Buy
8,675
+274
+3% +$11K 0.01% 1044
2025
Q1 		$328K Buy
8,401
+1,613
+24% +$69.9K 0.01% 1024
2024
Q4 		$296K Buy
6,788
+2,815
+71% +$119K 0.01% 1044
2024
Q3 		$171K Buy
3,973
+2,536
+176% +$104K ﹤0.01% 1132
2024
Q2 		$53.6K Buy
+1,437
New +$50.7K ﹤0.01% 1278
2020
Q3 		– Sell
-649
Closed -$18K – 1537
2020
Q2 		$18K Sell
649
-14
-2% -$337 ﹤0.01% 1470
2020
Q1 		$14K Sell
663
-94
-12% -$2.67K ﹤0.01% 1407
2019
Q4 		$24K Sell
757
-12
-2% -$402 ﹤0.01% 1456
2019
Q3 		$26K Buy
769
+70
+10% +$2.24K ﹤0.01% 1457
2019
Q2 		$21K Buy
+699
New +$22.8K ﹤0.01% 1469

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