I
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
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 $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

InceptionR's LAZ Position: Q1 2026 in Review

InceptionR increased its Lazard (LAZ) stake by 35% in Q1 2026, buying an estimated $127K and bringing the position to 10,056 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #363.

InceptionR first reported a position in LAZ in Q2 2023 and has held it in 11 quarters since. The position peaked at $795K in Q2 2024. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • InceptionR held 10,056 shares of Lazard worth $427K as of Q1 2026.
  • InceptionR bought 2,593 Lazard shares in Q1 2026, an estimated $127K.
  • Lazard made up 0.1% of InceptionR's portfolio in Q1 2026, its #363 holding.
  • InceptionR first reported a position in Lazard in Q2 2023 and has held it in 11 quarters since.
  • InceptionR's Lazard position peaked at $795K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.