AssetMark Inc’s La-Z-Boy LZB Stock Holding History

AssetMark Inc’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	$30.1K	Hold	749	–	–	﹤0.01%	2037
2026 Q1	$24.1K	Buy	749 +24	+3%	+$867	﹤0.01%	1988
2025 Q4	$27K	Buy	725 +4	+0.6%	+$140	﹤0.01%	1904
2025 Q3	$24.7K	Hold	721	–	–	﹤0.01%	1856
2025 Q2	$26.8K	Sell	721 -22	-3%	-$880	﹤0.01%	1728
2025 Q1	$29K	Hold	743	–	–	﹤0.01%	1600
2024 Q4	$32.4K	Buy	743 +44	+6%	+$1.86K	﹤0.01%	1533
2024 Q3	$30K	Buy	+699	New	+$28.8K	﹤0.01%	1412
2018 Q1	–	Sell	-15	Closed	–	–	1731
2017 Q4	$0	Buy	+15	New	+$433	﹤0.01%	2014

Other funds holding LZB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AssetMark Inc's LZB Position: Q2 2026 in Review

AssetMark Inc held its La-Z-Boy (LZB) position steady in Q2 2026 at 749 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

AssetMark Inc first reported a position in LZB in Q4 2017 and has held it in 9 quarters since. The position peaked at $32.4K in Q4 2024. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

AssetMark Inc held 749 shares of La-Z-Boy worth $30.1K as of Q2 2026.
AssetMark Inc left its La-Z-Boy share count unchanged in Q2 2026.
La-Z-Boy made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2037 holding.
AssetMark Inc first reported a position in La-Z-Boy in Q4 2017 and has held it in 9 quarters since.
AssetMark Inc's La-Z-Boy position peaked at $32.4K in Q4 2024.
270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.