Global Retirement Partners’s La-Z-Boy LZB Stock Holding History

Global Retirement Partners’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 Q2	$522	Buy	+13	New	+$470	﹤0.01%	4274
2025 Q4	$1.01K	Hold	27	–	–	﹤0.01%	3887
2025 Q3	$927	Hold	27	–	–	﹤0.01%	3537
2025 Q2	$1K	Buy	+27	New	+$1.08K	﹤0.01%	3445
2024 Q4	$1.18K	Sell	27 -665	-96%	-$28.1K	﹤0.01%	3241
2024 Q3	$29.7K	Hold	692	–	–	﹤0.01%	1804
2024 Q2	$25.8K	Buy	692 +665	+2,463%	+$23.5K	﹤0.01%	1854
2024 Q1	$1.02K	Hold	27	–	–	﹤0.01%	2978
2023 Q4	$941	Buy	27 +14	+108%	+$451	﹤0.01%	2921
2023 Q3	$397	Hold	13	–	–	﹤0.01%	3012
2023 Q2	$372	Hold	13	–	–	﹤0.01%	3011
2023 Q1	$359	Hold	13	–	–	﹤0.01%	2992
2022 Q4	$297	Hold	13	–	–	﹤0.01%	2874
2022 Q3	$0	Buy	+13	New	+$345	﹤0.01%	2863

Other funds holding LZB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Retirement Partners's LZB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in La-Z-Boy (LZB) in Q2 2026: 13 shares worth $522. The stake represents ﹤0.01% of the portfolio and ranks #4274 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LZB as recently as Q4 2025.

Global Retirement Partners first reported a position in LZB in Q3 2022 and has held it in 14 quarters since. The position peaked at $29.7K in Q3 2024. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

Global Retirement Partners held 13 shares of La-Z-Boy worth $522 as of Q2 2026.
La-Z-Boy was a new Global Retirement Partners position in Q2 2026.
La-Z-Boy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4274 holding.
Global Retirement Partners first reported a position in La-Z-Boy in Q3 2022 and has held it in 14 quarters since.
Global Retirement Partners's La-Z-Boy position peaked at $29.7K in Q3 2024.
270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.