L.J. Altfest & Co’s Lazard LAZ Stock Holding History

L.J. Altfest & Co’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	-23,392	Closed	-$1.14M	–	358
2025 Q4	$1.14M	Buy	+23,392	New	+$1.17M	0.12%	124

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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

L.J. Altfest & Co's LAZ Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Lazard (LAZ) in Q1 2026, closing a stake of 23,392 shares — an estimated $1.14M sold.

L.J. Altfest & Co first reported a position in LAZ in Q4 2025 and held it in 1 quarter. The position peaked at $1.14M in Q4 2025. 334 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

L.J. Altfest & Co reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
L.J. Altfest & Co sold 23,392 Lazard shares in Q1 2026, an estimated $1.14M.
L.J. Altfest & Co first reported a position in Lazard in Q4 2025 and held it in 1 quarter.
L.J. Altfest & Co's Lazard position peaked at $1.14M in Q4 2025.
334 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.