Carson Wealth (CWM LLC)’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Buy |
30,063
+3,736
| +14% | +$183K | ﹤0.01% | 1407 |
|
|
2025
Q4 | $1.28M | Buy |
26,327
+3,320
| +14% | +$166K | ﹤0.01% | 1365 |
|
|
2025
Q3 | $1.21M | Buy |
23,007
+281
| +1% | +$15.2K | ﹤0.01% | 1300 |
|
|
2025
Q2 | $1.09M | Buy |
22,726
+3,168
| +16% | +$132K | ﹤0.01% | 1206 |
|
|
2025
Q1 | $847K | Buy |
19,558
+343
| +2% | +$17.1K | ﹤0.01% | 1223 |
|
|
2024
Q4 | $989K | Buy |
19,215
+16,946
| +747% | +$908K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $114K | Buy |
2,269
+59
| +3% | +$2.73K | ﹤0.01% | 2122 |
|
|
2024
Q2 | $84K | Buy |
2,210
+241
| +12% | +$9.41K | ﹤0.01% | 2094 |
|
|
2024
Q1 | $82K | Buy |
1,969
+2
| +0.1% | +$78 | ﹤0.01% | 2000 |
|
|
2023
Q4 | $68K | Sell |
1,967
-55
| -3% | -$1.66K | ﹤0.01% | 1995 |
|
|
2023
Q3 | $63K | Sell |
2,022
-298
| -13% | -$9.99K | ﹤0.01% | 1929 |
|
|
2023
Q2 | $74K | Buy |
2,320
+505
| +28% | +$15.6K | ﹤0.01% | 1735 |
|
|
2023
Q1 | $60K | Buy |
1,815
+1,381
| +318% | +$50.9K | ﹤0.01% | 1766 |
|
|
2022
Q4 | $15K | Hold |
434
| – | – | ﹤0.01% | 2563 |
|
|
2022
Q3 | $14K | Buy |
434
+300
| +224% | +$10.8K | ﹤0.01% | 2473 |
|
|
2022
Q2 | $4K | Hold |
134
| – | – | ﹤0.01% | 3097 |
|
|
2022
Q1 | $5K | Hold |
134
| – | – | ﹤0.01% | 2846 |
|
|
2021
Q4 | $6K | Buy |
+134
| New | +$6.27K | ﹤0.01% | 2645 |
|
|
2021
Q2 | $6K | Hold |
134
| – | – | ﹤0.01% | 2303 |
|
|
2021
Q1 | $6K | Hold |
134
| – | – | ﹤0.01% | 2303 |
|
|
2020
Q4 | $6K | Hold |
134
| – | – | ﹤0.01% | 2302 |
|
|
2020
Q3 | $6K | Hold |
134
| – | – | ﹤0.01% | 2302 |
|
|
2020
Q2 | $6K | Hold |
134
| – | – | ﹤0.01% | 2302 |
|
|
2020
Q1 | $6K | Hold |
134
| – | – | ﹤0.01% | 2302 |
|
|
2019
Q4 | $6K | Hold |
134
| – | – | ﹤0.01% | 2302 |
|
|
2019
Q3 | $6K | Hold |
134
| – | – | ﹤0.01% | 2302 |
|
|
2019
Q2 | $6K | Hold |
134
| – | – | ﹤0.01% | 2302 |
|
|
2019
Q1 | $6K | Sell |
134
-228
| -63% | -$8.57K | ﹤0.01% | 2302 |
|
|
2018
Q4 | $13K | Buy |
+362
| New | +$14.4K | ﹤0.01% | 1252 |
|
|
2014
Q1 | – | Sell |
-215
| Closed | -$10K | – | 332 |
|
|
2013
Q4 | $10K | Buy |
215
+58
| +37% | +$2.35K | ﹤0.01% | 444 |
|
|
2013
Q3 | $6K | Buy |
+157
| New | +$5.57K | ﹤0.01% | 365 |
|
Other funds holding LAZ
AI
Carson Wealth (CWM LLC)'s LAZ Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Lazard (LAZ) stake by 14% in Q1 2026, buying an estimated $183K and bringing the position to 30,063 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1407.
Carson Wealth (CWM LLC) first reported a position in LAZ in Q3 2013 and has held it in 31 quarters since. The position peaked at $1.28M in Q4 2025. 337 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.
- Carson Wealth (CWM LLC) held 30,063 shares of Lazard worth $1.28M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,736 Lazard shares in Q1 2026, an estimated $183K.
- Lazard made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1407 holding.
- Carson Wealth (CWM LLC) first reported a position in Lazard in Q3 2013 and has held it in 31 quarters since.
- Carson Wealth (CWM LLC)'s Lazard position peaked at $1.28M in Q4 2025.
- 337 funds tracked by Wall St. Rank held Lazard as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.