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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
Q2 		$225K Buy
5,607
+135
+2% +$4.88K ﹤0.01% 1138
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% 1023
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 -$17.6K – 1556
2020
Q2 		$17.6K Sell
649
-14
-2% -$337 ﹤0.01% 1472
2020
Q1 		$13.6K Sell
663
-94
-12% -$2.67K ﹤0.01% 1410
2019
Q4 		$23.8K Sell
757
-12
-2% -$402 ﹤0.01% 1457
2019
Q3 		$25.8K Buy
769
+70
+10% +$2.24K ﹤0.01% 1458
2019
Q2 		$21.4K Buy
+699
New +$22.8K ﹤0.01% 1468

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Asset Management's LZB Position: Q2 2026 in Review

Advisors Asset Management increased its La-Z-Boy (LZB) stake by 2.5% in Q2 2026, buying an estimated $4.88K and bringing the position to 5,607 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Advisors Asset Management first reported a position in LZB in Q2 2019 and has held it in 14 quarters since. The position peaked at $328K in Q1 2025. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Advisors Asset Management held 5,607 shares of La-Z-Boy worth $225K as of Q2 2026.
  • Advisors Asset Management bought 135 La-Z-Boy shares in Q2 2026, an estimated $4.88K.
  • La-Z-Boy made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1138 holding.
  • Advisors Asset Management first reported a position in La-Z-Boy in Q2 2019 and has held it in 14 quarters since.
  • Advisors Asset Management's La-Z-Boy position peaked at $328K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.