CM
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Caption Management’s Lazard LAZ Stock Holding History

Caption Management’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 		– Sell
-11,900
Closed -$578K – 1835
2025
Q4 		$578K Hold
11,900
– – ﹤0.01% 1216
2025
Q3 		$628K Buy
+11,900
New +$642K ﹤0.01% 1246
2022
Q2 		– Sell
-39,085
Closed -$1.35M – 1656
2022
Q1 		$1.35M Buy
+39,085
New +$1.51M 0.02% 867

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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Caption Management's LAZ Position: Q1 2026 in Review

Caption Management sold out of Lazard (LAZ) in Q1 2026, closing a stake of 11,900 shares — an estimated $578K sold.

Caption Management first reported a position in LAZ in Q1 2022 and held it in 3 quarters. The position peaked at $1.35M in Q1 2022. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Caption Management reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • Caption Management sold 11,900 Lazard shares in Q1 2026, an estimated $578K.
  • Caption Management first reported a position in Lazard in Q1 2022 and held it in 3 quarters.
  • Caption Management's Lazard position peaked at $1.35M in Q1 2022.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.