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Limestone Investment Advisors’s La-Z-Boy LZB Stock Holding History

Limestone Investment Advisors’s Portfolio LZB Stock Details LZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-21,182
Closed -$789K – 491
2025
Q4 		$789K Buy
+21,182
New +$742K 0.08% 172

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Limestone Investment Advisors's LZB Position: Q1 2026 in Review

Limestone Investment Advisors sold out of La-Z-Boy (LZB) in Q1 2026, closing a stake of 21,182 shares — an estimated $789K sold.

Limestone Investment Advisors first reported a position in LZB in Q4 2025 and held it in 1 quarter. The position peaked at $789K in Q4 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Limestone Investment Advisors reported no remaining La-Z-Boy position as of Q1 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 21,182 La-Z-Boy shares in Q1 2026, an estimated $789K.
  • Limestone Investment Advisors first reported a position in La-Z-Boy in Q4 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's La-Z-Boy position peaked at $789K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.