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Buck Wealth Strategies’s Lazard LAZ Stock Holding History

Buck Wealth Strategies’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 		$8.44M Buy
201,288
+12,185
+6% +$558K 0.88% 38
2026
Q1 		$8.03M Buy
189,103
+8,141
+4% +$398K 0.99% 40
2025
Q4 		$8.79M Buy
+180,962
New +$9.03M 1.12% 39

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

Buck Wealth Strategies's LAZ Position: Q2 2026 in Review

Buck Wealth Strategies increased its Lazard (LAZ) stake by 6.4% in Q2 2026, buying an estimated $558K and bringing the position to 201,288 shares worth $8.44M. The position accounts for 0.88% of the portfolio, ranked #38.

Buck Wealth Strategies first reported a position in LAZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.79M in Q4 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Buck Wealth Strategies held 201,288 shares of Lazard worth $8.44M as of Q2 2026.
  • Buck Wealth Strategies bought 12,185 Lazard shares in Q2 2026, an estimated $558K.
  • Lazard made up 0.88% of Buck Wealth Strategies's portfolio in Q2 2026, its #38 holding.
  • Buck Wealth Strategies first reported a position in Lazard in Q4 2025 and has held it in 3 quarters since.
  • Buck Wealth Strategies's Lazard position peaked at $8.79M in Q4 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.