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

Gilpin 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
2026 Q1	–	Sell	-4	Closed	-$150	–	1043
2025 Q4	$150	Buy	+4	New	+$140	﹤0.01%	733

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

Gilpin Wealth Management's LZB Position: Q1 2026 in Review

Gilpin Wealth Management sold out of La-Z-Boy (LZB) in Q1 2026, closing a stake of 4 shares — an estimated $150 sold.

Gilpin Wealth Management first reported a position in LZB in Q4 2025 and held it in 1 quarter. The position peaked at $150 in Q4 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

Gilpin Wealth Management reported no remaining La-Z-Boy position as of Q1 2026 after selling out during the quarter.
Gilpin Wealth Management sold 4 La-Z-Boy shares in Q1 2026, an estimated $150.
Gilpin Wealth Management first reported a position in La-Z-Boy in Q4 2025 and held it in 1 quarter.
Gilpin Wealth Management's La-Z-Boy position peaked at $150 in Q4 2025.
263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Gilpin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.