Lazard Asset Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.83M | Buy |
116,515
+37,066
| +47% | +$970K | ﹤0.01% | 752 |
|
|
2025
Q4 | $2.09M | Sell |
79,449
-102
| -0.1% | -$2.49K | ﹤0.01% | 850 |
|
|
2025
Q3 | $1.82M | Sell |
79,551
-3,191
| -4% | -$66.2K | ﹤0.01% | 888 |
|
|
2025
Q2 | $1.3M | Sell |
82,742
-1,928
| -2% | -$27.7K | ﹤0.01% | 1180 |
|
|
2025
Q1 | $1.28M | Buy |
84,670
+21,033
| +33% | +$359K | ﹤0.01% | 1122 |
|
|
2024
Q4 | $1.11M | Sell |
63,637
-64,427
| -50% | -$1.15M | ﹤0.01% | 1114 |
|
|
2024
Q3 | $2.25M | Buy |
128,064
+101,424
| +381% | +$1.67M | ﹤0.01% | 849 |
|
|
2024
Q2 | $397K | Buy |
+26,640
| New | +$410K | ﹤0.01% | 1299 |
|
|
2024
Q1 | – | Sell |
-668
| Closed | -$11K | – | 2214 |
|
|
2023
Q4 | $11K | Buy |
668
+134
| +25% | +$1.93K | ﹤0.01% | 2091 |
|
|
2023
Q3 | $7K | Sell |
534
-188,779
| -100% | -$3.04M | ﹤0.01% | 2161 |
|
|
2023
Q2 | $3.18M | Buy |
189,313
+188,760
| +34,134% | +$3.04M | ﹤0.01% | 806 |
|
|
2023
Q1 | $9K | Buy |
553
+440
| +389% | +$7.85K | ﹤0.01% | 2132 |
|
|
2022
Q4 | $2K | Sell |
113
-20,271
| -99% | -$347K | ﹤0.01% | 2286 |
|
|
2022
Q3 | $279K | Buy |
20,384
+20,299
| +23,881% | +$342K | ﹤0.01% | 1203 |
|
|
2022
Q2 | $1K | Sell |
85
-223
| -72% | -$4.22K | ﹤0.01% | 2327 |
|
|
2022
Q1 | $7K | Sell |
308
-42
| -12% | -$932 | ﹤0.01% | 2163 |
|
|
2021
Q4 | $8K | Sell |
350
-499
| -59% | -$12.1K | ﹤0.01% | 2141 |
|
|
2021
Q3 | $20K | Sell |
849
-15,265
| -95% | -$382K | ﹤0.01% | 2023 |
|
|
2021
Q2 | $430K | Buy |
+16,114
| New | +$439K | ﹤0.01% | 1092 |
|
|
2019
Q3 | – | Sell |
-750
| Closed | -$15K | – | 1522 |
|
|
2019
Q2 | $15K | Buy |
+750
| New | +$15.6K | ﹤0.01% | 1149 |
|
|
2019
Q1 | – | Sell |
-314,653
| Closed | -$5.27M | – | 1174 |
|
|
2018
Q4 | $5.27M | Sell |
314,653
-2,400
| -0.8% | -$48K | 0.01% | 524 |
|
|
2018
Q3 | $7.25M | Sell |
317,053
-29,325
| -8% | -$733K | 0.01% | 503 |
|
|
2018
Q2 | $9.2M | Buy |
346,378
+132,045
| +62% | +$3.8M | 0.02% | 455 |
|
|
2018
Q1 | $6.86M | Buy |
+214,333
| New | +$7.39M | 0.01% | 498 |
|
|
2017
Q1 | – | Sell |
-32,255
| Closed | -$978K | – | 1042 |
|
|
2016
Q4 | $978K | Buy |
+32,255
| New | +$992K | ﹤0.01% | 680 |
|
|
2016
Q2 | – | Sell |
-252,715
| Closed | -$7.78M | – | 1073 |
|
|
2016
Q1 | $7.78M | Sell |
252,715
-7,250
| -3% | -$209K | 0.02% | 426 |
|
|
2015
Q4 | $8.7M | Buy |
259,965
+600
| +0.2% | +$19.6K | 0.02% | 425 |
|
|
2015
Q3 | $8.1M | Sell |
259,365
-112,525
| -30% | -$4M | 0.02% | 414 |
|
|
2015
Q2 | $13.9M | Buy |
371,890
+18,410
| +5% | +$737K | 0.03% | 320 |
|
|
2015
Q1 | $14M | Sell |
353,480
-75
| -0% | -$2.93K | 0.03% | 302 |
|
|
2014
Q4 | $14M | Sell |
353,555
-8,580
| -2% | -$338K | 0.03% | 327 |
|
|
2014
Q3 | $14.3M | Sell |
362,135
-15,175
| -4% | -$597K | 0.03% | 307 |
|
|
2014
Q2 | $14.2M | Sell |
377,310
-23,915
| -6% | -$865K | 0.03% | 330 |
|
|
2014
Q1 | $14.8M | Buy |
401,225
+80,664
| +25% | +$2.8M | 0.03% | 297 |
|
|
2013
Q4 | $11.7M | Sell |
320,561
-13,164
| -4% | -$447K | 0.03% | 334 |
|
|
2013
Q3 | $10.6M | Sell |
333,725
-12,525
| -4% | -$400K | 0.03% | 343 |
|
|
2013
Q2 | $11M | Buy |
+346,250
| New | +$11.1M | 0.03% | 339 |
|
Other funds holding IVZ
MMLI
VCM
VPM
Lazard Asset Management's IVZ Position: Q1 2026 in Review
Lazard Asset Management increased its Invesco (IVZ) stake by 47% in Q1 2026, buying an estimated $970K and bringing the position to 116,515 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #752.
Lazard Asset Management first reported a position in IVZ in Q2 2013 and has held it in 37 quarters since. The position peaked at $14.8M in Q1 2014. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.
- Lazard Asset Management held 116,515 shares of Invesco worth $2.83M as of Q1 2026.
- Lazard Asset Management bought 37,066 Invesco shares in Q1 2026, an estimated $970K.
- Invesco made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #752 holding.
- Lazard Asset Management first reported a position in Invesco in Q2 2013 and has held it in 37 quarters since.
- Lazard Asset Management's Invesco position peaked at $14.8M in Q1 2014.
- 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.
Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.