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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
Q2 		$8.27M Buy
206,066
+44,763
+28% +$1.62M 0.18% 143
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 $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

CSM Advisors's LZB Position: Q2 2026 in Review

CSM Advisors increased its La-Z-Boy (LZB) stake by 28% in Q2 2026, buying an estimated $1.62M and bringing the position to 206,066 shares worth $8.27M. The position accounts for 0.18% of the portfolio, ranked #143.

CSM Advisors first reported a position in LZB in Q3 2025 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • CSM Advisors held 206,066 shares of La-Z-Boy worth $8.27M as of Q2 2026.
  • CSM Advisors bought 44,763 La-Z-Boy shares in Q2 2026, an estimated $1.62M.
  • La-Z-Boy made up 0.18% of CSM Advisors's portfolio in Q2 2026, its #143 holding.
  • CSM Advisors first reported a position in La-Z-Boy in Q3 2025 and has held it in 4 quarters since.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.