BTI
LAZ icon

Blue Trust Inc’s Lazard LAZ Stock Holding History

Blue Trust Inc’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17K Hold
28
– – ﹤0.01% 2268
2026
Q1 		$1.19K Sell
28
-7
-20% -$342 ﹤0.01% 2228
2025
Q4 		$1.7K Buy
35
+7
+25% +$349 ﹤0.01% 2169
2025
Q3 		$1.48K Hold
28
– – ﹤0.01% 2221
2025
Q2 		$1.34K Buy
+28
New +$1.17K ﹤0.01% 2192
2024
Q4 		– Sell
-105
Closed -$4.01K – 2728
2024
Q3 		$4.01K Buy
105
+98
+1,400% +$4.54K ﹤0.01% 2452
2024
Q2 		$293 Buy
+7
New +$273 ﹤0.01% 2646

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blue Trust Inc's LAZ Position: Q2 2026 in Review

Blue Trust Inc held its Lazard (LAZ) position steady in Q2 2026 at 28 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Blue Trust Inc first reported a position in LAZ in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.01K in Q3 2024. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Blue Trust Inc held 28 shares of Lazard worth $1.17K as of Q2 2026.
  • Blue Trust Inc left its Lazard share count unchanged in Q2 2026.
  • Lazard made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2268 holding.
  • Blue Trust Inc first reported a position in Lazard in Q2 2024 and has held it in 7 quarters since.
  • Blue Trust Inc's Lazard position peaked at $4.01K in Q3 2024.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.