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Laurel Wealth Advisors (North Carolina)’s Lazard LAZ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-120
Closed -$5.83K – 441
2025
Q4 		$5.83K Buy
+120
New +$5.99K ﹤0.01% 527
2025
Q2 		– Sell
-120
Closed -$5.2K – 459
2025
Q1 		$5.2K Hold
120
– – ﹤0.01% 530
2024
Q4 		$6.18K Hold
120
– – ﹤0.01% 529
2024
Q3 		$6.05K Buy
+120
New +$5.56K ﹤0.01% 496

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

Laurel Wealth Advisors (North Carolina)'s LAZ Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Lazard (LAZ) in Q1 2026, closing a stake of 120 shares — an estimated $5.83K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LAZ in Q3 2024 and held it in 4 quarters. The position peaked at $6.18K in Q4 2024. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 120 Lazard shares in Q1 2026, an estimated $5.83K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Lazard in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Lazard position peaked at $6.18K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.