LC
LAZ icon

Lawood & Co’s Lazard LAZ Stock Holding History

Lawood & 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
Q3 		$406K Sell
11,210
-1,210
-10% -$50.6K 0.28% 66
2026
Q2 		$521K Sell
12,420
-300
-2% -$13.7K 0.35% 58
2026
Q1 		$540K Buy
12,720
+650
+5% +$31.8K 0.5% 52
2025
Q4 		$586K Buy
+12,070
New +$602K 0.56% 49

Other funds holding LAZ

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Lawood & Co's LAZ Position: Q3 2026 in Review

Lawood & Co reduced its Lazard (LAZ) stake by 9.7% in Q3 2026, selling an estimated $50.6K and leaving 11,210 shares worth $406K. The position accounts for 0.28% of the portfolio, ranked #66.

Lawood & Co first reported a position in LAZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $586K in Q4 2025. 11 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • Lawood & Co held 11,210 shares of Lazard worth $406K as of Q3 2026.
  • Lawood & Co sold 1,210 Lazard shares in Q3 2026, an estimated $50.6K.
  • Lazard made up 0.28% of Lawood & Co's portfolio in Q3 2026, its #66 holding.
  • Lawood & Co first reported a position in Lazard in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Lazard position peaked at $586K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.