GWM
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Gilpin Wealth Management’s Lazard LAZ Stock Holding History

Gilpin Wealth Management’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 		$435 Sell
12
-2
-14% -$84 ﹤0.01% 888
2026
Q2 		$588 Buy
+14
New +$641 ﹤0.01% 624

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Gilpin Wealth Management's LAZ Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Lazard (LAZ) stake by 14% in Q3 2026, selling an estimated $84 and leaving 12 shares worth $435. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Gilpin Wealth Management first reported a position in LAZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $588 in Q2 2026. 11 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • Gilpin Wealth Management held 12 shares of Lazard worth $435 as of Q3 2026.
  • Gilpin Wealth Management sold 2 Lazard shares in Q3 2026, an estimated $84.
  • Lazard made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #888 holding.
  • Gilpin Wealth Management first reported a position in Lazard in Q2 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's Lazard position peaked at $588 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.