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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
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

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

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

Blue Trust Inc reduced its La-Z-Boy (LZB) stake by 1.7% in Q2 2026, selling an estimated $1.7K and leaving 2,793 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Blue Trust Inc first reported a position in LZB in Q2 2022 and has held it in 17 quarters since. The position peaked at $790K in Q2 2024. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Blue Trust Inc held 2,793 shares of La-Z-Boy worth $112K as of Q2 2026.
  • Blue Trust Inc sold 47 La-Z-Boy shares in Q2 2026, an estimated $1.7K.
  • La-Z-Boy made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #993 holding.
  • Blue Trust Inc first reported a position in La-Z-Boy in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's La-Z-Boy position peaked at $790K in Q2 2024.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

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