GI
LAZ icon

GAMMA Investing’s Lazard LAZ Stock Holding History

GAMMA Investing’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
Q3 		$67.8K Buy
1,872
+508
+37% +$21.2K ﹤0.01% 2160
2026
Q2 		$57.2K Buy
1,364
+73
+6% +$3.34K ﹤0.01% 2215
2026
Q1 		$54.8K Buy
1,291
+155
+14% +$7.58K ﹤0.01% 2121
2025
Q4 		$55.2K Buy
1,136
+133
+13% +$6.64K ﹤0.01% 2009
2025
Q3 		$52.9K Buy
1,003
+85
+9% +$4.58K ﹤0.01% 1951
2025
Q2 		$44K Buy
918
+334
+57% +$14K ﹤0.01% 2015
2025
Q1 		$25.3K Buy
584
+125
+27% +$6.22K ﹤0.01% 2247
2024
Q4 		$23.6K Buy
459
+52
+13% +$2.79K ﹤0.01% 2187
2024
Q3 		$20.5K Buy
407
+282
+226% +$13.1K ﹤0.01% 2093
2024
Q2 		$4.77K Buy
125
+58
+87% +$2.27K ﹤0.01% 2598
2024
Q1 		$2.81K Sell
67
-13
-16% -$506 ﹤0.01% 2631
2023
Q4 		$3.12K Buy
+80
New +$2.41K ﹤0.01% 2424

Other funds holding LAZ

LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GAMMA Investing's LAZ Position: Q3 2026 in Review

GAMMA Investing increased its Lazard (LAZ) stake by 37% in Q3 2026, buying an estimated $21.2K and bringing the position to 1,872 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

GAMMA Investing first reported a position in LAZ in Q4 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • GAMMA Investing held 1,872 shares of Lazard worth $67.8K as of Q3 2026.
  • GAMMA Investing bought 508 Lazard shares in Q3 2026, an estimated $21.2K.
  • Lazard made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2160 holding.
  • GAMMA Investing first reported a position in Lazard in Q4 2023 and has held it in 12 quarters since.
  • 11 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.