JWA
LZB icon

JFS Wealth Advisors’s La-Z-Boy LZB Stock Holding History

JFS Wealth Advisors’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
Q2 		$1.85K Buy
46
+5
+12% +$181 ﹤0.01% 1631
2026
Q1 		$1.32K Hold
41
– – ﹤0.01% 1612
2025
Q4 		$1.53K Sell
41
-1
-2% -$35 ﹤0.01% 1619
2025
Q3 		$1.44K Sell
42
-1
-2% -$37 ﹤0.01% 1516
2025
Q2 		$1.6K Buy
43
+1
+2% +$40 ﹤0.01% 1453
2025
Q1 		$1.64K Sell
42
-1
-2% -$43 ﹤0.01% 1530
2024
Q4 		$1.87K Hold
43
– – ﹤0.01% 1502
2024
Q3 		$1.85K Buy
43
+2
+5% +$82 ﹤0.01% 1521
2024
Q2 		$1.53K Hold
41
– – ﹤0.01% 1535
2024
Q1 		$1.54K Hold
41
– – ﹤0.01% 1534
2023
Q4 		$1.51K Sell
41
-3
-7% -$97 ﹤0.01% 1533
2023
Q3 		$1.36K Buy
44
+3
+7% +$92 ﹤0.01% 1506
2023
Q2 		$1.18K Sell
41
-7
-15% -$196 ﹤0.01% 1556
2023
Q1 		$1.4K Buy
48
+6
+14% +$171 ﹤0.01% 1487
2022
Q4 		$958 Sell
42
-3
-7% -$73 ﹤0.01% 1615
2022
Q3 		$1K Buy
45
+11
+32% +$292 ﹤0.01% 1585
2022
Q2 		$1K Hold
34
– – ﹤0.01% 1575
2022
Q1 		$1K Buy
34
+19
+127% +$608 ﹤0.01% 1677
2021
Q4 		$1K Buy
+15
New +$523 ﹤0.01% 1444

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's LZB Position: Q2 2026 in Review

JFS Wealth Advisors increased its La-Z-Boy (LZB) stake by 12% in Q2 2026, buying an estimated $181 and bringing the position to 46 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

JFS Wealth Advisors first reported a position in LZB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.87K in Q4 2024. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • JFS Wealth Advisors held 46 shares of La-Z-Boy worth $1.85K as of Q2 2026.
  • JFS Wealth Advisors bought 5 La-Z-Boy shares in Q2 2026, an estimated $181.
  • La-Z-Boy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1631 holding.
  • JFS Wealth Advisors first reported a position in La-Z-Boy in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's La-Z-Boy position peaked at $1.87K in Q4 2024.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.