Edgestream Partners’s La-Z-Boy LZB Stock Holding History

Edgestream Partners’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	–	Sell	-61,010	Closed	-$2.27M	–	1010
2025 Q4	$2.27M	Buy	+61,010	New	+$2.14M	0.06%	499
2025 Q3	–	Sell	-22,340	Closed	-$830K	–	984
2025 Q2	$830K	Buy	+22,340	New	+$893K	0.02%	673
2024 Q4	–	Sell	-19,137	Closed	-$822K	–	994
2024 Q3	$822K	Buy	+19,137	New	+$788K	0.04%	611

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgestream Partners's LZB Position: Q1 2026 in Review

Edgestream Partners sold out of La-Z-Boy (LZB) in Q1 2026, closing a stake of 61,010 shares — an estimated $2.27M sold.

Edgestream Partners first reported a position in LZB in Q3 2024 and held it in 3 quarters. The position peaked at $2.27M in Q4 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

Edgestream Partners reported no remaining La-Z-Boy position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 61,010 La-Z-Boy shares in Q1 2026, an estimated $2.27M.
Edgestream Partners first reported a position in La-Z-Boy in Q3 2024 and held it in 3 quarters.
Edgestream Partners's La-Z-Boy position peaked at $2.27M in Q4 2025.
263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.