HWM
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Hemington Wealth Management’s Lazard LAZ Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$3K Buy
72
+18
+33% +$971 ﹤0.01% 1264
2025
Q2 		$2K Buy
54
+9
+20% +$376 ﹤0.01% 1320
2025
Q1 		$1K Buy
45
+22
+96% +$1.09K ﹤0.01% 1415
2024
Q4 		$1K Buy
23
+11
+92% +$589 ﹤0.01% 1420
2024
Q3 		$0 Buy
+12
New +$556 ﹤0.01% 1622

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hemington Wealth Management's LAZ Position: Q3 2025 in Review

Hemington Wealth Management increased its Lazard (LAZ) stake by 33% in Q3 2025, buying an estimated $971 and bringing the position to 72 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Hemington Wealth Management first reported a position in LAZ in Q3 2024 and has held it in 5 quarters since. 340 funds tracked by Wall St. Rank hold LAZ as of Q3 2025.

  • Hemington Wealth Management held 72 shares of Lazard worth $3K as of Q3 2025.
  • Hemington Wealth Management bought 18 Lazard shares in Q3 2025, an estimated $971.
  • Lazard made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1264 holding.
  • Hemington Wealth Management first reported a position in Lazard in Q3 2024 and has held it in 5 quarters since.
  • 340 funds tracked by Wall St. Rank held Lazard as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.