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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
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 $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

HFM Investment Advisors's LAZ Position: Q1 2026 in Review

HFM Investment Advisors reduced its Lazard (LAZ) stake by 33% in Q1 2026, selling an estimated $98 and leaving 4 shares worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

HFM Investment Advisors first reported a position in LAZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $317 in Q3 2025. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • HFM Investment Advisors held 4 shares of Lazard worth $170 as of Q1 2026.
  • HFM Investment Advisors sold 2 Lazard shares in Q1 2026, an estimated $98.
  • Lazard made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1031 holding.
  • HFM Investment Advisors first reported a position in Lazard in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Lazard position peaked at $317 in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.