JPL Wealth Management’s La-Z-Boy LZB Stock Holding History

JPL Wealth Management’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	$201	Buy	5 +3	+150%	+$108	﹤0.01%	1533
2026 Q1	$65	Buy	+2	New	+$72	﹤0.01%	1491

Other funds holding LZB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

JPL Wealth Management's LZB Position: Q2 2026 in Review

JPL Wealth Management increased its La-Z-Boy (LZB) stake by 150% in Q2 2026, buying an estimated $108 and bringing the position to 5 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

JPL Wealth Management first reported a position in LZB in Q1 2026 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

JPL Wealth Management held 5 shares of La-Z-Boy worth $201 as of Q2 2026.
JPL Wealth Management bought 3 La-Z-Boy shares in Q2 2026, an estimated $108.
La-Z-Boy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1533 holding.
JPL Wealth Management first reported a position in La-Z-Boy in Q1 2026 and has held it in 2 quarters since.
271 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.