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
Q2 		$8.15M Buy
203,227
+106,620
+110% +$3.85M ﹤0.01% 1033
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 $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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Creative Planning's LZB Position: Q2 2026 in Review

Creative Planning increased its La-Z-Boy (LZB) stake by 110% in Q2 2026, buying an estimated $3.85M and bringing the position to 203,227 shares worth $8.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Creative Planning first reported a position in LZB in Q3 2015 and has held it in 12 quarters since. 271 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Creative Planning held 203,227 shares of La-Z-Boy worth $8.15M as of Q2 2026.
  • Creative Planning bought 106,620 La-Z-Boy shares in Q2 2026, an estimated $3.85M.
  • La-Z-Boy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1033 holding.
  • Creative Planning first reported a position in La-Z-Boy in Q3 2015 and has held it in 12 quarters since.
  • 271 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.