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Greenwood Capital Associates’s Lazard LAZ Stock Holding History

Greenwood Capital Associates’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
-20,139
Closed -$978K – 303
2025
Q4 		$978K Buy
20,139
+1,041
+5% +$51.9K 0.11% 146
2025
Q3 		$1.01M Sell
19,098
-612
-3% -$33K 0.12% 138
2025
Q2 		$946K Buy
+19,710
New +$824K 0.12% 142
2015
Q1 		– Sell
-5,320
Closed -$266K – 164
2014
Q4 		$266K Buy
5,320
+100
+2% +$4.96K 0.08% 120
2014
Q3 		$265K Buy
5,220
+60
+1% +$3.14K 0.08% 109
2014
Q2 		$266K Hold
5,160
– – 0.08% 112
2014
Q1 		$243K Buy
+5,160
New +$232K 0.08% 121

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greenwood Capital Associates's LAZ Position: Q1 2026 in Review

Greenwood Capital Associates sold out of Lazard (LAZ) in Q1 2026, closing a stake of 20,139 shares — an estimated $978K sold.

Greenwood Capital Associates first reported a position in LAZ in Q1 2014 and held it in 7 quarters. The position peaked at $1.01M in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Greenwood Capital Associates reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • Greenwood Capital Associates sold 20,139 Lazard shares in Q1 2026, an estimated $978K.
  • Greenwood Capital Associates first reported a position in Lazard in Q1 2014 and held it in 7 quarters.
  • Greenwood Capital Associates's Lazard position peaked at $1.01M in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.