Bank of Montreal
LZB icon

Bank of Montreal’s La-Z-Boy LZB Stock Holding History

Bank of Montreal’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
2025
Q3 		– Sell
-6,564
Closed -$244K – 3703
2025
Q2 		$244K Buy
6,564
+300
+5% +$12K ﹤0.01% 2688
2025
Q1 		$245K Buy
6,264
+1,598
+34% +$69.3K ﹤0.01% 2621
2024
Q4 		$203K Buy
+4,666
New +$197K ﹤0.01% 2757
2023
Q4 		– Sell
-8,756
Closed -$282K – 4179
2023
Q3 		$282K Buy
+8,756
New +$270K ﹤0.01% 2851
2022
Q2 		– Sell
-12,588
Closed -$347K – 4289
2022
Q1 		$347K Sell
12,588
-664
-5% -$21.3K ﹤0.01% 3102
2021
Q4 		$479K Sell
13,252
-3,516
-21% -$123K ﹤0.01% 2429
2021
Q3 		$592K Sell
16,768
-103
-0.6% -$3.55K ﹤0.01% 2779
2021
Q2 		$643K Sell
16,871
-214,677
-93% -$9.02M ﹤0.01% 2702
2021
Q1 		$9.9M Sell
231,548
-80,171
-26% -$3.36M 0.01% 1020
2020
Q4 		$13.4M Buy
311,719
+15,165
+5% +$562K 0.01% 880
2020
Q3 		$9.67M Buy
296,554
+66,414
+29% +$2.02M 0.01% 877
2020
Q2 		$6.05M Buy
230,140
+24,135
+12% +$580K 0.01% 1081
2020
Q1 		$3.7M Buy
206,005
+79,056
+62% +$2.25M ﹤0.01% 1129
2019
Q4 		$4M Buy
126,949
+39,642
+45% +$1.33M ﹤0.01% 1483
2019
Q3 		$2.93M Buy
87,307
+82,634
+1,768% +$2.64M ﹤0.01% 1447
2019
Q2 		$143K Buy
4,673
+3,741
+401% +$122K ﹤0.01% 3115
2019
Q1 		$31K Sell
932
-1,169
-56% -$36.9K ﹤0.01% 3523
2018
Q4 		$58K Buy
2,101
+332
+19% +$9.36K ﹤0.01% 3220
2018
Q3 		$56K Sell
1,769
-96,286
-98% -$3.07M ﹤0.01% 3344
2018
Q2 		$3M Buy
98,055
+769
+0.8% +$23.6K ﹤0.01% 1422
2018
Q1 		$2.91M Buy
97,286
+48,459
+99% +$1.49M ﹤0.01% 1394
2017
Q4 		$1.52M Sell
48,827
-2,638
-5% -$76.1K ﹤0.01% 1734
2017
Q3 		$1.38M Sell
51,465
-4,320
-8% -$126K ﹤0.01% 1810
2017
Q2 		$1.81M Sell
55,785
-26,842
-32% -$753K ﹤0.01% 1679
2017
Q1 		$2.23M Sell
82,627
-40,965
-33% -$1.16M ﹤0.01% 1473
2016
Q4 		$3.31M Sell
123,592
-18,960
-13% -$513K ﹤0.01% 1266
2016
Q3 		$3.5M Sell
142,552
-24,911
-15% -$701K ﹤0.01% 1246
2016
Q2 		$4.66M Sell
167,463
-264,731
-61% -$6.93M 0.01% 1122
2016
Q1 		$11.6M Sell
432,194
-72,568
-14% -$1.7M 0.01% 690
2015
Q4 		$12.3M Buy
504,762
+492,595
+4,049% +$13.2M 0.01% 647
2015
Q3 		$323K Sell
12,167
-4,573
-27% -$121K ﹤0.01% 2057
2015
Q2 		$441K Buy
16,740
+1,178
+8% +$31.8K ﹤0.01% 2033
2015
Q1 		$437K Buy
15,562
+14,190
+1,034% +$377K ﹤0.01% 2017
2014
Q4 		$37K Buy
1,372
+295
+27% +$6.97K ﹤0.01% 3147
2014
Q3 		$21K Sell
1,077
-1,305
-55% -$28.3K ﹤0.01% 3451
2014
Q2 		$55K Buy
2,382
+1,337
+128% +$33.1K ﹤0.01% 3158
2014
Q1 		$28K Sell
1,045
-135
-11% -$3.69K ﹤0.01% 3365
2013
Q4 		$37K Sell
1,180
-97,430
-99% -$2.52M ﹤0.01% 2987
2013
Q3 		$2.24M Buy
98,610
+97,715
+10,918% +$2.12M ﹤0.01% 1115
2013
Q2 		$19K Buy
+895
New +$16.6K ﹤0.01% 3101

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of Montreal's LZB Position: Q3 2025 in Review

Bank of Montreal sold out of La-Z-Boy (LZB) in Q3 2025, closing a stake of 6,564 shares — an estimated $244K sold.

Bank of Montreal first reported a position in LZB in Q2 2013 and held it in 40 quarters. The position peaked at $13.4M in Q4 2020. 244 funds tracked by Wall St. Rank hold LZB as of Q3 2025.

  • Bank of Montreal reported no remaining La-Z-Boy position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 6,564 La-Z-Boy shares in Q3 2025, an estimated $244K.
  • Bank of Montreal first reported a position in La-Z-Boy in Q2 2013 and held it in 40 quarters.
  • Bank of Montreal's La-Z-Boy position peaked at $13.4M in Q4 2020.
  • 244 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.