EWM
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Empirical Wealth Management’s La-Z-Boy LZB Stock Holding History

Empirical Wealth Management’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
2025
Q4 		– Sell
-7,178
Closed -$246K – 944
2025
Q3 		$246K Buy
7,178
+1,385
+24% +$50.8K ﹤0.01% 687
2025
Q2 		$215K Buy
5,793
+652
+13% +$26.1K ﹤0.01% 629
2025
Q1 		$201K Buy
+5,141
New +$223K 0.01% 615

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Empirical Wealth Management's LZB Position: Q4 2025 in Review

Empirical Wealth Management sold out of La-Z-Boy (LZB) in Q4 2025, closing a stake of 7,178 shares — an estimated $246K sold.

Empirical Wealth Management first reported a position in LZB in Q1 2025 and held it in 3 quarters. The position peaked at $246K in Q3 2025. 260 funds tracked by Wall St. Rank hold LZB as of Q4 2025.

  • Empirical Wealth Management reported no remaining La-Z-Boy position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 7,178 La-Z-Boy shares in Q4 2025, an estimated $246K.
  • Empirical Wealth Management first reported a position in La-Z-Boy in Q1 2025 and held it in 3 quarters.
  • Empirical Wealth Management's La-Z-Boy position peaked at $246K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.