Beacon Capital Management LLC (Tennessee)’s La-Z-Boy LZB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-106	Closed	-$3.93K	–	648
2025 Q2	$3.93K	Buy	106 +1	+1%	+$40	﹤0.01%	803
2025 Q1	$4.11K	Hold	105	–	–	﹤0.01%	813
2024 Q4	$4.55K	Hold	105	–	–	﹤0.01%	746
2024 Q3	$4.49K	Hold	105	–	–	﹤0.01%	837
2024 Q2	$3.9K	Hold	105	–	–	﹤0.01%	758
2024 Q1	$3.94K	Hold	105	–	–	﹤0.01%	751
2023 Q4	$3.23K	Hold	105	–	–	﹤0.01%	725
2023 Q3	$3K	Hold	105	–	–	﹤0.01%	776
2023 Q2	$3K	Hold	105	–	–	﹤0.01%	776
2023 Q1	$3.04K	Hold	105	–	–	﹤0.01%	707
2022 Q4	$2.39K	Hold	105	–	–	﹤0.01%	767
2022 Q3	$2K	Hold	105	–	–	﹤0.01%	739
2022 Q2	$3K	Hold	105	–	–	﹤0.01%	728
2022 Q1	$3K	Buy	+105	New	+$3.36K	﹤0.01%	729

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 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

Beacon Capital Management LLC (Tennessee)'s LZB Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of La-Z-Boy (LZB) in Q3 2025, closing a stake of 106 shares — an estimated $3.93K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in LZB in Q1 2022 and held it in 14 quarters. The position peaked at $4.55K in Q4 2024. 244 funds tracked by Wall St. Rank hold LZB as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining La-Z-Boy position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 106 La-Z-Boy shares in Q3 2025, an estimated $3.93K.
Beacon Capital Management LLC (Tennessee) first reported a position in La-Z-Boy in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s La-Z-Boy position peaked at $4.55K in Q4 2024.
244 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.