Aquatic Capital Management’s La-Z-Boy LZB Stock Holding History

Aquatic Capital 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	–	Sell	-9,606	Closed	-$358K	–	1629
2025 Q4	$358K	Buy	+9,606	New	+$337K	0.01%	831
2024 Q3	–	Sell	-6,800	Closed	-$254K	–	1382
2024 Q2	$254K	Buy	+6,800	New	+$240K	0.01%	690
2023 Q3	–	Sell	-3,500	Closed	-$100K	–	1482
2023 Q2	$100K	Buy	+3,500	New	+$97.8K	0.01%	846
2022 Q2	–	Sell	-500	Closed	-$13K	–	1420
2022 Q1	$13K	Sell	500 -300	-38%	-$9.61K	0.02%	601
2021 Q4	$29K	Buy	+800	New	+$27.9K	0.06%	480

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aquatic Capital Management's LZB Position: Q1 2026 in Review

Aquatic Capital Management sold out of La-Z-Boy (LZB) in Q1 2026, closing a stake of 9,606 shares — an estimated $358K sold.

Aquatic Capital Management first reported a position in LZB in Q4 2021 and held it in 5 quarters. The position peaked at $358K in Q4 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

Aquatic Capital Management reported no remaining La-Z-Boy position as of Q1 2026 after selling out during the quarter.
Aquatic Capital Management sold 9,606 La-Z-Boy shares in Q1 2026, an estimated $358K.
Aquatic Capital Management first reported a position in La-Z-Boy in Q4 2021 and held it in 5 quarters.
Aquatic Capital Management's La-Z-Boy position peaked at $358K in Q4 2025.
263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.