LWMI
LAZ icon

Legacy Wealth Management (Idaho)’s Lazard LAZ Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-195
Closed -$8.28K – 608
2026
Q1 		$8.28K Hold
195
– – ﹤0.01% 528
2025
Q4 		$9.47K Hold
195
– – ﹤0.01% 432
2025
Q3 		$10.3K Hold
195
– – ﹤0.01% 341
2025
Q2 		$9.36K Hold
195
– – ﹤0.01% 328
2025
Q1 		$8.44K Hold
195
– – 0.01% 363
2024
Q4 		$10.4K Hold
195
– – 0.01% 285
2024
Q3 		$10.7K Buy
+195
New +$9.03K 0.01% 302

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s LAZ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Lazard (LAZ) in Q2 2026, closing a stake of 195 shares — an estimated $8.28K sold.

Legacy Wealth Management (Idaho) first reported a position in LAZ in Q3 2024 and held it in 7 quarters. The position peaked at $10.7K in Q3 2024. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 195 Lazard shares in Q2 2026, an estimated $8.28K.
  • Legacy Wealth Management (Idaho) first reported a position in Lazard in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Lazard position peaked at $10.7K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.