AWM
LAZ icon

AE Wealth Management’s Lazard LAZ Stock Holding History

AE 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
2026
Q2 		$337K Sell
8,025
-2,947
-27% -$135K ﹤0.01% 1429
2026
Q1 		$466K Sell
10,972
-351,332
-97% -$17.2M ﹤0.01% 1147
2025
Q4 		$17.6M Buy
362,304
+11,039
+3% +$551K 0.1% 205
2025
Q3 		$18.5M Buy
351,265
+12,715
+4% +$686K 0.12% 186
2025
Q2 		$16.2M Buy
+338,550
New +$14.2M 0.12% 190
2018
Q4 		– Sell
-6,137
Closed -$295K – 549
2018
Q3 		$295K Buy
6,137
+723
+13% +$35.9K 0.02% 454
2018
Q2 		$265K Buy
5,414
+63
+1% +$3.33K 0.02% 361
2018
Q1 		$281K Buy
5,351
+455
+9% +$25.2K 0.02% 340
2017
Q4 		$257K Buy
4,896
+250
+5% +$12K 0.02% 350
2017
Q3 		$210K Buy
4,646
+310
+7% +$13.7K 0.02% 375
2017
Q2 		$201K Buy
+4,336
New +$194K 0.02% 359

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AE Wealth Management's LAZ Position: Q2 2026 in Review

AE Wealth Management reduced its Lazard (LAZ) stake by 27% in Q2 2026, selling an estimated $135K and leaving 8,025 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

AE Wealth Management first reported a position in LAZ in Q2 2017 and has held it in 11 quarters since. The position peaked at $18.5M in Q3 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • AE Wealth Management held 8,025 shares of Lazard worth $337K as of Q2 2026.
  • AE Wealth Management sold 2,947 Lazard shares in Q2 2026, an estimated $135K.
  • Lazard made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1429 holding.
  • AE Wealth Management first reported a position in Lazard in Q2 2017 and has held it in 11 quarters since.
  • AE Wealth Management's Lazard position peaked at $18.5M in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.