Capital Fund Management (CFM)
LAZ icon

Capital Fund Management (CFM)’s Lazard LAZ Stock Holding History

Capital Fund Management (CFM)’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
Q1 		$6.03M Buy
142,057
+7,598
+6% +$372K 0.05% 805
2025
Q4 		$6.53M Buy
134,459
+59,214
+79% +$2.95M 0.06% 1045
2025
Q3 		$3.97M Buy
75,245
+47
+0.1% +$2.54K 0.04% 1381
2025
Q2 		$3.61M Buy
75,198
+35,962
+92% +$1.5M 0.04% 1350
2025
Q1 		$1.7M Buy
+39,236
New +$1.95M 0.02% 1485
2022
Q4 		– Sell
-10,322
Closed -$329K – 1630
2022
Q3 		$329K Sell
10,322
-6,240
-38% -$224K 0.01% 1343
2022
Q2 		$537K Buy
16,562
+2,241
+16% +$75.6K 0.01% 1231
2022
Q1 		$494K Buy
+14,321
New +$554K 0.01% 1307
2018
Q4 		– Sell
-176,804
Closed -$7.05M – 2127
2018
Q3 		$8.51M Buy
176,804
+60,900
+53% +$3.03M 0.13% 546
2018
Q2 		$5.67M Buy
115,904
+110,416
+2,012% +$5.84M 0.09% 694
2018
Q1 		$288K Sell
5,488
-117,816
-96% -$6.54M ﹤0.01% 1650
2017
Q4 		$6.47M Sell
123,304
-8,300
-6% -$398K 0.09% 576
2017
Q3 		$5.95M Buy
+131,604
New +$5.84M 0.1% 493
2013
Q4 		– Sell
-152,416
Closed -$5.49M – 1848
2013
Q3 		$5.49M Buy
152,416
+65,983
+76% +$2.34M 0.14% 332
2013
Q2 		$2.78M Buy
+86,433
New +$2.89M 0.07% 517

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return