GoalVest Advisory’s Lazard LAZ Stock Holding History

GoalVest Advisory’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 Q1	–	Sell	-100	Closed	-$4.86K	–	506
2025 Q4	$4.86K	Hold	100	–	–	﹤0.01%	478
2025 Q3	$5.28K	Hold	100	–	–	﹤0.01%	362
2025 Q2	$4.8K	Buy	+100	New	+$4.18K	﹤0.01%	328

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GoalVest Advisory's LAZ Position: Q1 2026 in Review

GoalVest Advisory sold out of Lazard (LAZ) in Q1 2026, closing a stake of 100 shares — an estimated $4.86K sold.

GoalVest Advisory first reported a position in LAZ in Q2 2025 and held it in 3 quarters. The position peaked at $5.28K in Q3 2025. 336 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

GoalVest Advisory reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 100 Lazard shares in Q1 2026, an estimated $4.86K.
GoalVest Advisory first reported a position in Lazard in Q2 2025 and held it in 3 quarters.
GoalVest Advisory's Lazard position peaked at $5.28K in Q3 2025.
336 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.