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HFM Investment Advisors’s Lazard LAZ Stock Holding History

HFM Investment Advisors’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 		$378 Buy
9
+5
+125% +$229 ﹤0.01% 1073
2026
Q1 		$170 Sell
4
-2
-33% -$98 ﹤0.01% 1031
2025
Q4 		$292 Hold
6
– – ﹤0.01% 902
2025
Q3 		$317 Buy
6
+2
+50% +$108 ﹤0.01% 844
2025
Q2 		$192 Buy
4
+3
+300% +$125 ﹤0.01% 995
2025
Q1 		$44 Buy
+1
New +$50 ﹤0.01% 1078

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

HFM Investment Advisors's LAZ Position: Q2 2026 in Review

HFM Investment Advisors increased its Lazard (LAZ) stake by 125% in Q2 2026, buying an estimated $229 and bringing the position to 9 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

HFM Investment Advisors first reported a position in LAZ in Q1 2025 and has held it in 6 quarters since. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • HFM Investment Advisors held 9 shares of Lazard worth $378 as of Q2 2026.
  • HFM Investment Advisors bought 5 Lazard shares in Q2 2026, an estimated $229.
  • Lazard made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1073 holding.
  • HFM Investment Advisors first reported a position in Lazard in Q1 2025 and has held it in 6 quarters since.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.