Creative Planning
LZB icon

Creative Planning’s La-Z-Boy LZB Stock Holding History

Creative Planning’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 		$3.1M Buy
96,607
+38,160
+65% +$1.38M ﹤0.01% 1554
2025
Q4 		$2.18M Buy
58,447
+38,476
+193% +$1.35M ﹤0.01% 1661
2025
Q3 		$685K Buy
+19,971
New +$732K ﹤0.01% 2452
2025
Q2 		– Sell
-8,829
Closed -$345K – 3753
2025
Q1 		$345K Buy
8,829
+660
+8% +$28.6K ﹤0.01% 2625
2024
Q4 		$356K Buy
+8,169
New +$345K ﹤0.01% 2528
2023
Q4 		– Sell
-54
Closed -$1.67K – 2944
2023
Q3 		$1.67K Buy
+54
New +$1.66K ﹤0.01% 2816
2017
Q2 		– Sell
-134
Closed -$4K – 4739
2017
Q1 		$4K Buy
+134
New +$3.8K ﹤0.01% 4060
2016
Q3 		– Sell
-10
Closed – – 4670
2016
Q2 		$0 Hold
10
– – ﹤0.01% 4445
2016
Q1 		$0 Sell
10
-55
-85% -$1.29K ﹤0.01% 4442
2015
Q4 		$2K Buy
65
+55
+550% +$1.48K ﹤0.01% 4044
2015
Q3 		$0 Buy
+10
New +$265 ﹤0.01% 4328

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's LZB Position: Q1 2026 in Review

Creative Planning increased its La-Z-Boy (LZB) stake by 65% in Q1 2026, buying an estimated $1.38M and bringing the position to 96,607 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Creative Planning first reported a position in LZB in Q3 2015 and has held it in 11 quarters since. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Creative Planning held 96,607 shares of La-Z-Boy worth $3.1M as of Q1 2026.
  • Creative Planning bought 38,160 La-Z-Boy shares in Q1 2026, an estimated $1.38M.
  • La-Z-Boy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1554 holding.
  • Creative Planning first reported a position in La-Z-Boy in Q3 2015 and has held it in 11 quarters since.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.