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Cornerstone Planning Group’s La-Z-Boy LZB Stock Holding History

Cornerstone Planning Group’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
2025
Q3 		– Sell
-13
Closed -$471 – 1739
2025
Q2 		$471 Hold
13
– – ﹤0.01% 1317
2025
Q1 		$497 Hold
13
– – ﹤0.01% 1312
2024
Q4 		$589 Buy
+13
New +$549 ﹤0.01% 1084

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cornerstone Planning Group's LZB Position: Q3 2025 in Review

Cornerstone Planning Group sold out of La-Z-Boy (LZB) in Q3 2025, closing a stake of 13 shares — an estimated $471 sold.

Cornerstone Planning Group first reported a position in LZB in Q4 2024 and held it in 3 quarters. The position peaked at $589 in Q4 2024. 244 funds tracked by Wall St. Rank hold LZB as of Q3 2025.

  • Cornerstone Planning Group reported no remaining La-Z-Boy position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 13 La-Z-Boy shares in Q3 2025, an estimated $471.
  • Cornerstone Planning Group first reported a position in La-Z-Boy in Q4 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's La-Z-Boy position peaked at $589 in Q4 2024.
  • 244 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.