Carson Wealth (CWM LLC)
LAZ icon

Carson Wealth (CWM LLC)’s Lazard LAZ Stock Holding History

Carson Wealth (CWM LLC)’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 		$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

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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. 335 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.
  • 335 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.