Blue Trust Inc
LZB icon

Blue Trust Inc’s La-Z-Boy LZB Stock Holding History

Blue Trust Inc’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
Q3 		$66.7K Sell
2,249
-544
-19% -$19.6K ﹤0.01% 1119
2026
Q2 		$112K Sell
2,793
-47
-2% -$1.7K ﹤0.01% 993
2026
Q1 		$91.3K Buy
2,840
+69
+2% +$2.49K ﹤0.01% 1072
2025
Q4 		$103K Sell
2,771
-4,947
-64% -$173K ﹤0.01% 1044
2025
Q3 		$265K Buy
7,718
+1,459
+23% +$53.5K ﹤0.01% 700
2025
Q2 		$233K Buy
6,259
+2,072
+49% +$82.9K ﹤0.01% 712
2025
Q1 		$164K Sell
4,187
-4,135
-50% -$179K ﹤0.01% 787
2024
Q4 		$363K Sell
8,322
-3,765
-31% -$159K ﹤0.01% 469
2024
Q3 		$451K Sell
12,087
-8,901
-42% -$366K 0.01% 510
2024
Q2 		$790K Buy
20,988
+10,330
+97% +$364K 0.01% 253
2024
Q1 		$401K Buy
10,658
+1,824
+21% +$66.6K 0.01% 316
2023
Q4 		$273K Hold
8,834
– – ﹤0.01% 355
2023
Q3 		$253K Hold
8,834
– – ﹤0.01% 376
2023
Q2 		$257K Sell
8,834
-172
-2% -$4.8K ﹤0.01% 329
2023
Q1 		$206K Buy
9,006
+14
+0.2% +$398 ﹤0.01% 533
2022
Q4 		$203K Buy
8,992
+10
+0.1% +$243 ﹤0.01% 446
2022
Q3 		$213K Buy
8,982
+148
+2% +$3.93K ﹤0.01% 343
2022
Q2 		$233K Buy
+8,834
New +$227K ﹤0.01% 303

Other funds holding LZB

Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Blue Trust Inc's LZB Position: Q3 2026 in Review

Blue Trust Inc reduced its La-Z-Boy (LZB) stake by 19% in Q3 2026, selling an estimated $19.6K and leaving 2,249 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Blue Trust Inc first reported a position in LZB in Q2 2022 and has held it in 18 quarters since. The position peaked at $790K in Q2 2024. 46 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

  • Blue Trust Inc held 2,249 shares of La-Z-Boy worth $66.7K as of Q3 2026.
  • Blue Trust Inc sold 544 La-Z-Boy shares in Q3 2026, an estimated $19.6K.
  • La-Z-Boy made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1119 holding.
  • Blue Trust Inc first reported a position in La-Z-Boy in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's La-Z-Boy position peaked at $790K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.