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LAZ icon

InceptionR’s Lazard LAZ Stock Holding History

InceptionR’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 		$894K Buy
21,325
+11,269
+112% +$516K 0.22% 150
2026
Q1 		$427K Buy
10,056
+2,593
+35% +$127K 0.1% 363
2025
Q4 		$362K Sell
7,463
-6,122
-45% -$305K 0.1% 376
2025
Q3 		$717K Buy
+13,585
New +$733K 0.17% 210
2025
Q2 		– Sell
-12,955
Closed -$561K – 756
2025
Q1 		$561K Sell
12,955
-720
-5% -$35.8K 0.17% 248
2024
Q4 		$704K Buy
13,675
+1,876
+16% +$100K 0.16% 254
2024
Q3 		$594K Sell
11,799
-9,019
-43% -$418K 0.15% 274
2024
Q2 		$795K Buy
20,818
+8,711
+72% +$340K 0.22% 162
2024
Q1 		$507K Buy
12,107
+4,466
+58% +$174K 0.13% 293
2023
Q4 		$266K Sell
7,641
-3,113
-29% -$93.7K 0.19% 250
2023
Q3 		$333K Sell
10,754
-3,407
-24% -$114K 0.19% 235
2023
Q2 		$453K Buy
+14,161
New +$438K 0.24% 166

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 $3.37T AUM 44.26% 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

InceptionR's LAZ Position: Q2 2026 in Review

InceptionR increased its Lazard (LAZ) stake by 112% in Q2 2026, buying an estimated $516K and bringing the position to 21,325 shares worth $894K. The position accounts for 0.22% of the portfolio, ranked #150.

InceptionR first reported a position in LAZ in Q2 2023 and has held it in 12 quarters since. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • InceptionR held 21,325 shares of Lazard worth $894K as of Q2 2026.
  • InceptionR bought 11,269 Lazard shares in Q2 2026, an estimated $516K.
  • Lazard made up 0.22% of InceptionR's portfolio in Q2 2026, its #150 holding.
  • InceptionR first reported a position in Lazard in Q2 2023 and has held it in 12 quarters since.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.