JHCP
LAZ icon

Jackson Hole Capital Partners’s Lazard LAZ Stock Holding History

Jackson Hole Capital Partners’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 		$2.44M Buy
57,341
+4,562
+9% +$223K 0.4% 72
2025
Q4 		$2.56M Sell
52,779
-1,792
-3% -$89.4K 0.44% 68
2025
Q3 		$2.88M Buy
54,571
+2,228
+4% +$120K 0.49% 65
2025
Q2 		$2.51M Buy
52,343
+16,114
+44% +$674K 0.46% 69
2025
Q1 		$1.57M Buy
36,229
+1,735
+5% +$86.3K 0.31% 87
2024
Q4 		$1.78M Buy
34,494
+1,422
+4% +$76.2K 0.36% 77
2024
Q3 		$1.67M Buy
33,072
+8,443
+34% +$391K 0.35% 81
2024
Q2 		$940K Sell
24,629
-951
-4% -$37.1K 0.2% 101
2024
Q1 		$1.07M Buy
+25,580
New +$996K 0.24% 94
2023
Q4 		– Sell
-24,643
Closed -$764K – 279
2023
Q3 		$764K Sell
24,643
-202
-0.8% -$6.77K 0.22% 92
2023
Q2 		$795K Sell
24,845
-1,052
-4% -$32.5K 0.22% 97
2023
Q1 		$857K Sell
25,897
-56
-0.2% -$2.07K 0.23% 99
2022
Q4 		$900K Hold
25,953
– – 0.27% 85
2022
Q3 		$826K Buy
25,953
+235
+0.9% +$8.45K 0.25% 90
2022
Q2 		$834K Buy
25,718
+2,611
+11% +$88.1K 0.26% 88
2022
Q1 		$797K Buy
23,107
+4,828
+26% +$187K 0.23% 96
2021
Q4 		$798K Buy
18,279
+1,443
+9% +$67.5K 0.25% 89
2021
Q3 		$771K Buy
16,836
+549
+3% +$25.6K 0.25% 92
2021
Q2 		$737K Buy
16,287
+1,788
+12% +$82K 0.26% 90
2021
Q1 		$631K Buy
14,499
+1,756
+14% +$74.7K 0.26% 85
2020
Q4 		$539K Buy
12,743
+921
+8% +$34.8K 0.25% 84
2020
Q3 		$391K Buy
11,822
+234
+2% +$7.21K 0.21% 95
2020
Q2 		$332K Sell
11,588
-298
-3% -$8.07K 0.2% 100
2020
Q1 		$280K Buy
11,886
+444
+4% +$16.4K 0.21% 94
2019
Q4 		$457K Buy
11,442
+700
+7% +$26.4K 0.25% 96
2019
Q3 		$376K Buy
10,742
+1,204
+13% +$42.6K 0.21% 104
2019
Q2 		$328K Buy
9,538
+3,146
+49% +$113K 0.2% 111
2019
Q1 		$231K Sell
6,392
-849
-12% -$31.9K 0.2% 111
2018
Q4 		$267K Buy
+7,241
New +$289K 0.28% 101

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

Jackson Hole Capital Partners's LAZ Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its Lazard (LAZ) stake by 8.6% in Q1 2026, buying an estimated $223K and bringing the position to 57,341 shares worth $2.44M. The position accounts for 0.4% of the portfolio, ranked #72.

Jackson Hole Capital Partners first reported a position in LAZ in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.88M in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Jackson Hole Capital Partners held 57,341 shares of Lazard worth $2.44M as of Q1 2026.
  • Jackson Hole Capital Partners bought 4,562 Lazard shares in Q1 2026, an estimated $223K.
  • Lazard made up 0.4% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #72 holding.
  • Jackson Hole Capital Partners first reported a position in Lazard in Q4 2018 and has held it in 29 quarters since.
  • Jackson Hole Capital Partners's Lazard position peaked at $2.88M in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.