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LZB icon

Bollard Group’s La-Z-Boy LZB Stock Holding History

Bollard Group’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
Q1 		– Sell
-12
Closed – – 316
2025
Q4 		$0 Sell
12
-2,000
-99% -$70.1K ﹤0.01% 292
2025
Q3 		$69K Buy
2,012
+13
+0.7% +$477 ﹤0.01% 199
2025
Q2 		$74K Buy
1,999
+107
+6% +$4.28K ﹤0.01% 217
2025
Q1 		$74K Buy
1,892
+10
+0.5% +$434 ﹤0.01% 205
2024
Q4 		$82K Buy
1,882
+9
+0.5% +$380 ﹤0.01% 199
2024
Q3 		$80K Buy
1,873
+9
+0.5% +$371 ﹤0.01% 217
2024
Q2 		$69K Buy
1,864
+11
+0.6% +$388 ﹤0.01% 216
2024
Q1 		$70K Buy
1,853
+10
+0.5% +$365 ﹤0.01% 210
2023
Q4 		$68K Buy
1,843
+10
+0.5% +$322 ﹤0.01% 210
2023
Q3 		$57K Buy
1,833
+10
+0.5% +$308 ﹤0.01% 211
2023
Q2 		$52K Buy
1,823
+12
+0.7% +$335 ﹤0.01% 219
2023
Q1 		$53K Buy
1,811
+11
+0.6% +$313 ﹤0.01% 215
2022
Q4 		$41K Buy
1,800
+14
+0.8% +$340 ﹤0.01% 217
2022
Q3 		$40K Buy
1,786
+12
+0.7% +$319 ﹤0.01% 219
2022
Q2 		$42K Buy
1,774
+12
+0.7% +$309 ﹤0.01% 231
2022
Q1 		$46K Buy
1,762
+10
+0.6% +$320 ﹤0.01% 348
2021
Q4 		$64K Buy
1,752
+8
+0.5% +$279 ﹤0.01% 327
2021
Q3 		$56K Buy
1,744
+8
+0.5% +$276 ﹤0.01% 334
2021
Q2 		$64K Buy
1,736
+6
+0.3% +$252 ﹤0.01% 331
2021
Q1 		$73K Hold
1,730
– – ﹤0.01% 313
2020
Q4 		$69K Hold
1,730
– – ﹤0.01% 311
2020
Q3 		$55K Sell
1,730
-1,210
-41% -$36.8K ﹤0.01% 318
2020
Q2 		$80K Buy
+2,940
New +$70.7K ﹤0.01% 283

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
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

Bollard Group's LZB Position: Q1 2026 in Review

Bollard Group sold out of La-Z-Boy (LZB) in Q1 2026, closing a stake of 12 shares.

Bollard Group first reported a position in LZB in Q2 2020 and held it in 23 quarters. The position peaked at $82K in Q4 2024. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Bollard Group reported no remaining La-Z-Boy position as of Q1 2026 after selling out during the quarter.
  • Bollard Group sold 12 La-Z-Boy shares in Q1 2026.
  • Bollard Group first reported a position in La-Z-Boy in Q2 2020 and held it in 23 quarters.
  • Bollard Group's La-Z-Boy position peaked at $82K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.