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CSM Advisors’s La-Z-Boy LZB Stock Holding History

CSM Advisors’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 		$5.18M Buy
161,303
+12,360
+8% +$447K 0.13% 183
2025
Q4 		$5.55M Buy
148,943
+33,656
+29% +$1.18M 0.15% 153
2025
Q3 		$3.96M Buy
+115,287
New +$4.23M 0.11% 220

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

CSM Advisors's LZB Position: Q1 2026 in Review

CSM Advisors increased its La-Z-Boy (LZB) stake by 8.3% in Q1 2026, buying an estimated $447K and bringing the position to 161,303 shares worth $5.18M. The position accounts for 0.13% of the portfolio, ranked #183.

CSM Advisors first reported a position in LZB in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.55M in Q4 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • CSM Advisors held 161,303 shares of La-Z-Boy worth $5.18M as of Q1 2026.
  • CSM Advisors bought 12,360 La-Z-Boy shares in Q1 2026, an estimated $447K.
  • La-Z-Boy made up 0.13% of CSM Advisors's portfolio in Q1 2026, its #183 holding.
  • CSM Advisors first reported a position in La-Z-Boy in Q3 2025 and has held it in 3 quarters since.
  • CSM Advisors's La-Z-Boy position peaked at $5.55M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.