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Highline Wealth Partners’s La-Z-Boy LZB Stock Holding History

Highline Wealth Partners’s Portfolio LZB Stock Details LZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8
Closed -$298 – 1346
2025
Q4 		$298 Hold
8
– – ﹤0.01% 1032
2025
Q3 		$275 Hold
8
– – ﹤0.01% 1046
2025
Q2 		$297 Hold
8
– – ﹤0.01% 841
2025
Q1 		$313 Buy
+8
New +$347 ﹤0.01% 904

Other funds holding LZB

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VPM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Highline Wealth Partners's LZB Position: Q1 2026 in Review

Highline Wealth Partners sold out of La-Z-Boy (LZB) in Q1 2026, closing a stake of 8 shares — an estimated $298 sold.

Highline Wealth Partners first reported a position in LZB in Q1 2025 and held it in 4 quarters. The position peaked at $313 in Q1 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Highline Wealth Partners reported no remaining La-Z-Boy position as of Q1 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 8 La-Z-Boy shares in Q1 2026, an estimated $298.
  • Highline Wealth Partners first reported a position in La-Z-Boy in Q1 2025 and held it in 4 quarters.
  • Highline Wealth Partners's La-Z-Boy position peaked at $313 in Q1 2025.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Highline Wealth Partners's 13F filing for Q1 2026, filed 6 Apr 2026.