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
2025 Q3	–	Sell	-36,600	Closed	-$1.76M	–	2583
2025 Q2	$1.76M	Buy	36,600 +21,100	+136%	+$882K	﹤0.01%	1745
2025 Q1	$671K	Sell	15,500 -6,200	-29%	-$308K	﹤0.01%	1775
2024 Q4	$1.12M	Sell	21,700 -15,800	-42%	-$846K	﹤0.01%	1725
2024 Q3	$1.89M	Sell	37,500 -29,000	-44%	-$1.34M	0.01%	1462
2024 Q2	$2.54M	Buy	+66,500	New	+$2.6M	0.01%	1273
2019 Q1	–	Sell	-5,500	Closed	-$203K	–	1900
2018 Q4	$203K	Buy	+5,500	New	+$219K	﹤0.01%	1744
2018 Q2	–	Sell	-16,500	Closed	-$867K	–	2145
2018 Q1	$867K	Buy	16,500 +3,600	+28%	+$200K	0.01%	1290
2017 Q4	$677K	Buy	+12,900	New	+$618K	﹤0.01%	1350

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Fund Management (CFM)'s LAZ Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Lazard (LAZ) stake by 89% in Q2 2026, selling an estimated $5.81M and leaving 15,227 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Capital Fund Management (CFM) first reported a position in LAZ in Q2 2013 and has held it in 16 quarters since. The position peaked at $8.51M in Q3 2018. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Capital Fund Management (CFM) held 15,227 shares of Lazard worth $639K as of Q2 2026.
Capital Fund Management (CFM) sold 126,830 Lazard shares in Q2 2026, an estimated $5.81M.
Lazard made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1837 holding.
Capital Fund Management (CFM) first reported a position in Lazard in Q2 2013 and has held it in 16 quarters since.
Capital Fund Management (CFM)'s Lazard position peaked at $8.51M in Q3 2018.
345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.