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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management's LAZ Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Lazard (LAZ) stake by 50% in Q2 2026, selling an estimated $289K and leaving 6,257 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #874.

Hennion & Walsh Asset Management first reported a position in LAZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $691K in Q3 2025. 31 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Hennion & Walsh Asset Management held 6,257 shares of Lazard worth $262K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 6,314 Lazard shares in Q2 2026, an estimated $289K.
  • Lazard made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #874 holding.
  • Hennion & Walsh Asset Management first reported a position in Lazard in Q1 2025 and has held it in 6 quarters since.
  • Hennion & Walsh Asset Management's Lazard position peaked at $691K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.