King Wealth Management Group’s Lazard LAZ Stock Holding History

King Wealth Management Group’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	–	Sell	-4,500	Closed	-$219K	–	165
2025 Q4	$219K	Hold	4,500	–	–	0.03%	150
2025 Q3	$238K	Hold	4,500	–	–	0.03%	146
2025 Q2	$216K	Buy	+4,500	New	+$188K	0.03%	150
2025 Q1	–	Sell	-4,500	Closed	-$232K	–	162
2024 Q4	$232K	Hold	4,500	–	–	0.03%	136
2024 Q3	$227K	Buy	+4,500	New	+$208K	0.04%	134
2021 Q4	–	Sell	-4,500	Closed	-$206K	–	182
2021 Q3	$206K	Hold	4,500	–	–	0.04%	165
2021 Q2	$204K	Buy	+4,500	New	+$206K	0.04%	163
2018 Q4	–	Sell	-4,500	Closed	-$217K	–	136
2018 Q3	$217K	Hold	4,500	–	–	0.07%	121
2018 Q2	$220K	Hold	4,500	–	–	0.08%	116
2018 Q1	$237K	Sell	4,500 -34	-0.7%	-$1.89K	0.08%	111
2017 Q4	$238K	Hold	4,534	–	–	0.08%	107
2017 Q3	$205K	Hold	4,534	–	–	0.08%	122
2017 Q2	$210K	Buy	4,534 +34	+0.8%	+$1.52K	0.08%	119
2017 Q1	$207K	Buy	+4,500	New	+$194K	0.09%	118
2015 Q1	–	Sell	-4,500	Closed	-$225K	–	110
2014 Q4	$225K	Buy	+4,500	New	+$223K	0.12%	105

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

King Wealth Management Group's LAZ Position: Q1 2026 in Review

King Wealth Management Group sold out of Lazard (LAZ) in Q1 2026, closing a stake of 4,500 shares — an estimated $219K sold.

King Wealth Management Group first reported a position in LAZ in Q4 2014 and held it in 15 quarters. The position peaked at $238K in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

King Wealth Management Group reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
King Wealth Management Group sold 4,500 Lazard shares in Q1 2026, an estimated $219K.
King Wealth Management Group first reported a position in Lazard in Q4 2014 and held it in 15 quarters.
King Wealth Management Group's Lazard position peaked at $238K in Q3 2025.
335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.