Avion Wealth’s La-Z-Boy LZB Stock Holding History

Avion Wealth’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 Q3	–	Sell	-15	Closed	–	–	1580
2026 Q2	$0	Hold	15	–	–	﹤0.01%	1607
2026 Q1	$0	Buy	+15	New	+$542	﹤0.01%	1452

Other funds holding LZB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Avion Wealth's LZB Position: Q3 2026 in Review

Avion Wealth sold out of La-Z-Boy (LZB) in Q3 2026, closing a stake of 15 shares.

Avion Wealth first reported a position in LZB in Q1 2026 and held it in 2 quarters. The position peaked at $0 in Q2 2026. 72 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

Avion Wealth reported no remaining La-Z-Boy position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 15 La-Z-Boy shares in Q3 2026.
Avion Wealth first reported a position in La-Z-Boy in Q1 2026 and held it in 2 quarters.
Avion Wealth's La-Z-Boy position peaked at $0 in Q2 2026.
72 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.