HWA
LAZ icon

HHM Wealth Advisors’s Lazard LAZ Stock Holding History

HHM Wealth 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 		$17.2K Hold
410
– – ﹤0.01% 554
2026
Q1 		$17.4K Hold
410
– – ﹤0.01% 537
2025
Q4 		$19.9K Hold
410
– – ﹤0.01% 504
2025
Q3 		$21.6K Hold
410
– – ﹤0.01% 498
2025
Q2 		$19.7K Hold
410
– – ﹤0.01% 512
2025
Q1 		$17.8K Sell
410
-857
-68% -$42.6K ﹤0.01% 515
2024
Q4 		$65.2K Buy
1,267
+857
+209% +$45.9K 0.01% 316
2024
Q3 		$20.7K Hold
410
– – ﹤0.01% 461
2024
Q2 		$15.7K Hold
410
– – ﹤0.01% 492
2024
Q1 		$17.2K Buy
+410
New +$16K ﹤0.01% 440

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
AI
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

HHM Wealth Advisors's LAZ Position: Q2 2026 in Review

HHM Wealth Advisors held its Lazard (LAZ) position steady in Q2 2026 at 410 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

HHM Wealth Advisors first reported a position in LAZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $65.2K in Q4 2024. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • HHM Wealth Advisors held 410 shares of Lazard worth $17.2K as of Q2 2026.
  • HHM Wealth Advisors left its Lazard share count unchanged in Q2 2026.
  • Lazard made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #554 holding.
  • HHM Wealth Advisors first reported a position in Lazard in Q1 2024 and has held it in 10 quarters since.
  • HHM Wealth Advisors's Lazard position peaked at $65.2K in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.