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
2018 Q3	–	Sell	-20,400	Closed	-$624K	–	4830
2018 Q2	$624K	Buy	+20,400	New	+$627K	﹤0.01%	2226

Other funds holding LZB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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.