Callahan Advisors’s Lazard LAZ Stock Holding History

Callahan Advisors’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	$2.2M	Sell	52,442 -2,334	-4%	-$107K	0.17%	91
2026 Q1	$2.33M	Sell	54,776 -1,495	-3%	-$73.1K	0.19%	90
2025 Q4	$2.73M	Sell	56,271 -2,413	-4%	-$120K	0.22%	77
2025 Q3	$3.1M	Sell	58,684 -276	-0.5%	-$14.9K	0.26%	72
2025 Q2	$2.83M	Buy	58,960 +1,159	+2%	+$48.5K	0.25%	76
2025 Q1	$2.5M	Buy	57,801 +4,836	+9%	+$240K	0.24%	81
2024 Q4	$2.73M	Buy	52,965 +7,151	+16%	+$383K	0.26%	76
2024 Q3	$2.31M	Buy	45,814 +2,619	+6%	+$121K	0.22%	80
2024 Q2	$1.65M	Buy	43,195 +9,065	+27%	+$354K	0.17%	86
2024 Q1	$1.43M	Buy	+34,130	New	+$1.33M	0.15%	86
2022 Q4	–	Sell	-10,904	Closed	-$347K	–	139
2022 Q3	$347K	Sell	10,904 -4,244	-28%	-$153K	0.05%	119
2022 Q2	$491K	Sell	15,148 -8,856	-37%	-$299K	0.07%	114
2022 Q1	$828K	Buy	24,004 +161	+0.7%	+$6.23K	0.09%	112
2021 Q4	$1.04M	Sell	23,843 -1,447	-6%	-$67.7K	0.12%	110
2021 Q3	$1.16M	Sell	25,290 -39	-0.2%	-$1.82K	0.15%	104
2021 Q2	$1.15M	Sell	25,329 -1,495	-6%	-$68.6K	0.15%	105
2021 Q1	$1.17M	Buy	26,824 +1,948	+8%	+$82.9K	0.16%	98
2020 Q4	$1.05M	Sell	24,876 -4,866	-16%	-$184K	0.15%	92
2020 Q3	$983K	Sell	29,742 -2,124	-7%	-$65.4K	0.16%	91
2020 Q2	$912K	Sell	31,866 -7,363	-19%	-$199K	0.16%	83
2020 Q1	$924K	Sell	39,229 -1,103	-3%	-$40.8K	0.19%	78
2019 Q4	$1.61M	Sell	40,332 -5,132	-11%	-$194K	0.26%	73
2019 Q3	$1.59M	Sell	45,464 -620	-1%	-$22K	0.28%	71
2019 Q2	$1.58M	Sell	46,084 -1,126	-2%	-$40.4K	0.28%	70
2019 Q1	$1.71M	Sell	47,210 -499	-1%	-$18.8K	0.32%	67
2018 Q4	$1.76M	Sell	47,709 -12,846	-21%	-$513K	0.38%	59
2018 Q3	$2.91M	Sell	60,555 -2,172	-3%	-$108K	0.54%	55
2018 Q2	$3.07M	Sell	62,727 -765	-1%	-$40.5K	0.6%	55
2018 Q1	$3.34M	Buy	63,492 +1,117	+2%	+$62K	0.68%	50
2017 Q4	$3.27M	Buy	62,375 +1,907	+3%	+$91.4K	0.65%	50
2017 Q3	$2.73M	Sell	60,468 -1,545	-2%	-$68.5K	0.57%	52
2017 Q2	$2.87M	Buy	62,013 +85	+0.1%	+$3.81K	0.63%	50
2017 Q1	$2.85M	Buy	61,928 +11,583	+23%	+$499K	0.64%	50
2016 Q4	$2.07M	Buy	50,345 +8,051	+19%	+$313K	0.5%	60
2016 Q3	$1.54M	Sell	42,294 -1,689	-4%	-$59.1K	0.38%	62
2016 Q2	$1.31M	Sell	43,983 -6,853	-13%	-$238K	0.34%	62
2016 Q1	$1.97M	Buy	50,836 +5,998	+13%	+$215K	0.54%	54
2015 Q4	$2.02M	Buy	44,838 +9,781	+28%	+$448K	0.58%	55
2015 Q3	$1.52M	Buy	35,057 +6,490	+23%	+$334K	0.47%	58
2015 Q2	$1.61M	Buy	28,567 +5,663	+25%	+$315K	0.46%	68
2015 Q1	$1.21M	Buy	22,904 +5,662	+33%	+$279K	0.35%	75
2014 Q4	$863K	Buy	17,242 +6,666	+63%	+$331K	0.25%	80
2014 Q3	$536K	Buy	10,576 +2,011	+23%	+$105K	0.17%	91
2014 Q2	$442K	Buy	+8,565	New	+$422K	0.14%	94

Other funds holding LAZ

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Callahan Advisors's LAZ Position: Q2 2026 in Review

Callahan Advisors reduced its Lazard (LAZ) stake by 4.3% in Q2 2026, selling an estimated $107K and leaving 52,442 shares worth $2.2M. The position accounts for 0.17% of the portfolio, ranked #91.

Callahan Advisors first reported a position in LAZ in Q2 2014 and has held it in 44 quarters since. The position peaked at $3.34M in Q1 2018. 109 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Callahan Advisors held 52,442 shares of Lazard worth $2.2M as of Q2 2026.
Callahan Advisors sold 2,334 Lazard shares in Q2 2026, an estimated $107K.
Lazard made up 0.17% of Callahan Advisors's portfolio in Q2 2026, its #91 holding.
Callahan Advisors first reported a position in Lazard in Q2 2014 and has held it in 44 quarters since.
Callahan Advisors's Lazard position peaked at $3.34M in Q1 2018.
109 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.