HM Payson & Co’s Lazard LAZ Stock Holding History

HM Payson & Co’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	$34.5K	Hold	822	–	–	﹤0.01%	783
2026 Q1	$34.9K	Hold	822	–	–	﹤0.01%	765
2025 Q4	$39.9K	Hold	822	–	–	﹤0.01%	735
2025 Q3	$43.4K	Sell	822 -2,254	-73%	-$122K	﹤0.01%	721
2025 Q2	$148K	Buy	3,076 +1,019	+50%	+$42.6K	﹤0.01%	471
2025 Q1	$89.1K	Buy	2,057 +1,843	+861%	+$91.6K	﹤0.01%	541
2024 Q4	$11K	Hold	214	–	–	﹤0.01%	833
2024 Q3	$10.8K	Hold	214	–	–	﹤0.01%	830
2024 Q2	$8.17K	Buy	+214	New	+$8.36K	﹤0.01%	853
2020 Q3	–	Sell	-3,000	Closed	-$86K	–	1056
2020 Q2	$86K	Hold	3,000	–	–	﹤0.01%	452
2020 Q1	$71K	Hold	3,000	–	–	﹤0.01%	446
2019 Q4	$120K	Hold	3,000	–	–	﹤0.01%	448
2019 Q3	$105K	Hold	3,000	–	–	﹤0.01%	469
2019 Q2	$103K	Buy	+3,000	New	+$108K	﹤0.01%	486
2019 Q1	–	Sell	-56	Closed	-$2K	–	260
2018 Q4	$2K	Buy	+56	New	+$2.23K	0.01%	136

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HM Payson & Co's LAZ Position: Q2 2026 in Review

HM Payson & Co held its Lazard (LAZ) position steady in Q2 2026 at 822 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

HM Payson & Co first reported a position in LAZ in Q4 2018 and has held it in 15 quarters since. The position peaked at $148K in Q2 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

HM Payson & Co held 822 shares of Lazard worth $34.5K as of Q2 2026.
HM Payson & Co left its Lazard share count unchanged in Q2 2026.
Lazard made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #783 holding.
HM Payson & Co first reported a position in Lazard in Q4 2018 and has held it in 15 quarters since.
HM Payson & Co's Lazard position peaked at $148K in Q2 2025.
344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.