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 Q3	–	Sell	-3	Closed	-$121	–	1455
2026 Q2	$121	Buy	+3	New	+$108	﹤0.01%	1001
2026 Q1	–	Sell	-4	Closed	-$150	–	1043
2025 Q4	$150	Buy	+4	New	+$140	﹤0.01%	733

Other funds holding LZB

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Gilpin Wealth Management sold out of La-Z-Boy (LZB) in Q3 2026, closing a stake of 3 shares — an estimated $121 sold.

Gilpin Wealth Management first reported a position in LZB in Q4 2025 and held it in 2 quarters. The position peaked at $150 in Q4 2025. 5 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

Gilpin Wealth Management reported no remaining La-Z-Boy position as of Q3 2026 after selling out during the quarter.
Gilpin Wealth Management sold 3 La-Z-Boy shares in Q3 2026, an estimated $121.
Gilpin Wealth Management first reported a position in La-Z-Boy in Q4 2025 and held it in 2 quarters.
Gilpin Wealth Management's La-Z-Boy position peaked at $150 in Q4 2025.
5 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

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