Autumn Glory Partners’s Lazard LAZ Stock Holding History

Autumn Glory Partners’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 Q1	$896K	Sell	21,084 -1,002	-5%	-$49K	0.33%	77
2025 Q4	$1.07M	Buy	22,086 +1,015	+5%	+$50.6K	0.38%	75
2025 Q3	$1.11M	Hold	21,071	–	–	0.46%	64
2025 Q2	$1.01M	Hold	21,071	–	–	0.47%	59
2025 Q1	$912K	Hold	21,071	–	–	0.45%	64
2024 Q4	$1.08M	Hold	21,071	–	–	0.53%	58
2024 Q3	$1.06M	Hold	21,071	–	–	0.41%	70
2024 Q2	$804K	Hold	21,071	–	–	0.41%	76
2024 Q1	$882K	Buy	+21,071	New	+$821K	0.43%	68
2023 Q4	–	Sell	-21,071	Closed	-$653K	–	170
2023 Q3	$653K	Buy	+21,071	New	+$706K	0.4%	70
2023 Q2	–	Sell	-21,071	Closed	-$698K	–	161
2023 Q1	$698K	Hold	21,071	–	–	0.6%	49
2022 Q4	$731K	Hold	21,071	–	–	0.39%	78
2022 Q3	$671K	Hold	21,071	–	–	0.45%	70
2022 Q2	$683K	Hold	21,071	–	–	0.5%	56
2022 Q1	$727K	Buy	21,071 +5,000	+31%	+$193K	0.42%	76
2021 Q4	$701K	Buy	+16,071	New	+$752K	0.29%	82

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Autumn Glory Partners's LAZ Position: Q1 2026 in Review

Autumn Glory Partners reduced its Lazard (LAZ) stake by 4.5% in Q1 2026, selling an estimated $49K and leaving 21,084 shares worth $896K. The position accounts for 0.33% of the portfolio, ranked #77.

Autumn Glory Partners first reported a position in LAZ in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.11M in Q3 2025. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

Autumn Glory Partners held 21,084 shares of Lazard worth $896K as of Q1 2026.
Autumn Glory Partners sold 1,002 Lazard shares in Q1 2026, an estimated $49K.
Lazard made up 0.33% of Autumn Glory Partners's portfolio in Q1 2026, its #77 holding.
Autumn Glory Partners first reported a position in Lazard in Q4 2021 and has held it in 16 quarters since.
Autumn Glory Partners's Lazard position peaked at $1.11M in Q3 2025.
333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.