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Bell Investment Advisors’s La-Z-Boy LZB Stock Holding History

Bell Investment Advisors’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
Q2 		– Sell
-59
Closed -$1.9K – 1877
2026
Q1 		$1.9K Hold
59
– – ﹤0.01% 1353
2025
Q4 		$2.2K Hold
59
– – ﹤0.01% 1319
2025
Q3 		$2.02K Hold
59
– – ﹤0.01% 1328
2025
Q2 		$2.19K Hold
59
– – ﹤0.01% 1340
2025
Q1 		$2.31K Hold
59
– – ﹤0.01% 1255
2024
Q4 		$2.57K Sell
59
-20
-25% -$845 ﹤0.01% 1231
2024
Q3 		$3.39K Hold
79
– – ﹤0.01% 1123
2024
Q2 		$2.95K Hold
79
– – ﹤0.01% 1181
2024
Q1 		$2.97K Hold
79
– – ﹤0.01% 1177
2023
Q4 		$2.92K Buy
79
+59
+295% +$1.9K ﹤0.01% 1165
2023
Q3 		$618 Buy
+20
New +$616 ﹤0.01% 1707
2021
Q4 		$2K Buy
58
+44
+314% +$1.53K ﹤0.01% 1177
2021
Q3 		$0 Buy
+14
New +$483 ﹤0.01% 1785

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's LZB Position: Q2 2026 in Review

Bell Investment Advisors sold out of La-Z-Boy (LZB) in Q2 2026, closing a stake of 59 shares — an estimated $1.9K sold.

Bell Investment Advisors first reported a position in LZB in Q3 2021 and held it in 13 quarters. The position peaked at $3.39K in Q3 2024. 271 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Bell Investment Advisors reported no remaining La-Z-Boy position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 59 La-Z-Boy shares in Q2 2026, an estimated $1.9K.
  • Bell Investment Advisors first reported a position in La-Z-Boy in Q3 2021 and held it in 13 quarters.
  • Bell Investment Advisors's La-Z-Boy position peaked at $3.39K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.