HWAM
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Hennion & Walsh Asset Management’s Lazard LAZ Stock Holding History

Hennion & Walsh Asset 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
2026
Q3 		– Sell
-6,257
Closed -$262K – 995
2026
Q2 		$262K Sell
6,257
-6,314
-50% -$289K 0.01% 874
2026
Q1 		$534K Sell
12,571
-392
-3% -$19.2K 0.02% 698
2025
Q4 		$629K Sell
12,963
-136
-1% -$6.79K 0.02% 643
2025
Q3 		$691K Buy
13,099
+1,273
+11% +$68.7K 0.03% 610
2025
Q2 		$567K Buy
11,826
+5,600
+90% +$234K 0.02% 634
2025
Q1 		$270K Buy
+6,226
New +$310K 0.01% 780

Other funds holding LAZ

OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Hennion & Walsh Asset Management's LAZ Position: Q3 2026 in Review

Hennion & Walsh Asset Management sold out of Lazard (LAZ) in Q3 2026, closing a stake of 6,257 shares — an estimated $262K sold.

Hennion & Walsh Asset Management first reported a position in LAZ in Q1 2025 and held it in 6 quarters. The position peaked at $691K in Q3 2025. 19 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • Hennion & Walsh Asset Management reported no remaining Lazard position as of Q3 2026 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 6,257 Lazard shares in Q3 2026, an estimated $262K.
  • Hennion & Walsh Asset Management first reported a position in Lazard in Q1 2025 and held it in 6 quarters.
  • Hennion & Walsh Asset Management's Lazard position peaked at $691K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.