Atwood & Palmer’s Lazard LAZ Stock Holding History

Atwood & Palmer’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	–	Sell	-9	Closed	-$383	–	523
2026 Q1	$383	Buy	+9	New	+$440	﹤0.01%	511

Other funds holding LAZ

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Atwood & Palmer's LAZ Position: Q2 2026 in Review

Atwood & Palmer sold out of Lazard (LAZ) in Q2 2026, closing a stake of 9 shares — an estimated $383 sold.

Atwood & Palmer first reported a position in LAZ in Q1 2026 and held it in 1 quarter. The position peaked at $383 in Q1 2026. 157 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Atwood & Palmer reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
Atwood & Palmer sold 9 Lazard shares in Q2 2026, an estimated $383.
Atwood & Palmer first reported a position in Lazard in Q1 2026 and held it in 1 quarter.
Atwood & Palmer's Lazard position peaked at $383 in Q1 2026.
157 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.