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Crossmark Global Holdings’s Lazard LAZ Stock Holding History

Crossmark Global Holdings’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
Q2 		– Sell
-56,821
Closed -$2.41M – 1289
2026
Q1 		$2.41M Buy
56,821
+27,000
+91% +$1.32M 0.04% 392
2025
Q4 		$1.45M Sell
29,821
-34,669
-54% -$1.73M 0.02% 504
2025
Q3 		$3.4M Buy
+64,490
New +$3.48M 0.05% 320
2023
Q2 		– Sell
-18,759
Closed -$622K – 1319
2023
Q1 		$622K Buy
+18,759
New +$692K 0.01% 738

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

Crossmark Global Holdings's LAZ Position: Q2 2026 in Review

Crossmark Global Holdings sold out of Lazard (LAZ) in Q2 2026, closing a stake of 56,821 shares — an estimated $2.41M sold.

Crossmark Global Holdings first reported a position in LAZ in Q1 2023 and held it in 4 quarters. The position peaked at $3.4M in Q3 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Crossmark Global Holdings reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Crossmark Global Holdings sold 56,821 Lazard shares in Q2 2026, an estimated $2.41M.
  • Crossmark Global Holdings first reported a position in Lazard in Q1 2023 and held it in 4 quarters.
  • Crossmark Global Holdings's Lazard position peaked at $3.4M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.