Carson Wealth (CWM LLC)
LZB icon

Carson Wealth (CWM LLC)’s La-Z-Boy LZB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LZB Stock Details LZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$852K Buy
26,495
+7,190
+37% +$260K ﹤0.01% 1646
2025
Q4 		$720K Sell
19,305
-1,020
-5% -$35.7K ﹤0.01% 1692
2025
Q3 		$698K Sell
20,325
-1,066
-5% -$39.1K ﹤0.01% 1610
2025
Q2 		$795K Sell
21,391
-880
-4% -$35.2K ﹤0.01% 1374
2025
Q1 		$871K Sell
22,271
-3,062
-12% -$133K ﹤0.01% 1206
2024
Q4 		$1.1M Sell
25,333
-1,626
-6% -$68.7K ﹤0.01% 1029
2024
Q3 		$1.16M Sell
26,959
-1,474
-5% -$60.7K 0.01% 942
2024
Q2 		$1.06M Sell
28,433
-3,743
-12% -$132K 0.01% 860
2024
Q1 		$1.21M Sell
32,176
-3,784
-11% -$138K 0.01% 788
2023
Q4 		$1.33M Sell
35,960
-3,685
-9% -$119K 0.01% 695
2023
Q3 		$1.22M Sell
39,645
-3,390
-8% -$104K 0.01% 667
2023
Q2 		$1.23M Sell
43,035
-2,881
-6% -$80.5K 0.01% 634
2023
Q1 		$1.33M Buy
45,916
+461
+1% +$13.1K 0.01% 572
2022
Q4 		$1.04M Buy
45,455
+3,186
+8% +$77.5K 0.01% 604
2022
Q3 		$954K Buy
42,269
+1,144
+3% +$30.4K 0.01% 576
2022
Q2 		$975K Buy
41,125
+1,379
+3% +$35.5K 0.01% 569
2022
Q1 		$1.05M Sell
39,746
-3,356
-8% -$107K 0.01% 552
2021
Q4 		$1.56M Buy
+43,102
New +$1.5M 0.01% 489
2021
Q2 		$1.65M Hold
44,574
– – 0.01% 483
2021
Q1 		$1.65M Hold
44,574
– – 0.01% 483
2020
Q4 		$1.65M Hold
44,574
– – 0.01% 483
2020
Q3 		$1.65M Hold
44,574
– – 0.01% 483
2020
Q2 		$1.65M Hold
44,574
– – 0.01% 483
2020
Q1 		$1.65M Hold
44,574
– – 0.01% 483
2019
Q4 		$1.65M Hold
44,574
– – 0.01% 483
2019
Q3 		$1.65M Hold
44,574
– – 0.01% 483
2019
Q2 		$1.65M Hold
44,574
– – 0.01% 483
2019
Q1 		$1.65M Buy
+44,574
New +$1.41M 0.01% 483

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LZB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its La-Z-Boy (LZB) stake by 37% in Q1 2026, buying an estimated $260K and bringing the position to 26,495 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Carson Wealth (CWM LLC) first reported a position in LZB in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.65M in Q2 2021. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,495 shares of La-Z-Boy worth $852K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,190 La-Z-Boy shares in Q1 2026, an estimated $260K.
  • La-Z-Boy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1646 holding.
  • Carson Wealth (CWM LLC) first reported a position in La-Z-Boy in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s La-Z-Boy position peaked at $1.65M in Q2 2021.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.