LWM
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Lionshead Wealth Management’s AZZ Inc AZZ Stock Holding History

Lionshead Wealth Management’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.75M Buy
14,000
+7,000
+100% +$883K 1.29% 26
2025
Q4 		$750K Hold
7,000
– – 0.56% 47
2025
Q3 		$764K Hold
7,000
– – 0.61% 44
2025
Q2 		$661K Hold
7,000
– – 0.61% 47
2025
Q1 		$585K Hold
7,000
– – 0.61% 47
2024
Q4 		$573K Buy
+7,000
New +$593K 0.41% 50

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lionshead Wealth Management's AZZ Position: Q1 2026 in Review

Lionshead Wealth Management increased its AZZ Inc (AZZ) stake by 100% in Q1 2026, buying an estimated $883K and bringing the position to 14,000 shares worth $1.75M. The position accounts for 1.29% of the portfolio, ranked #26.

Lionshead Wealth Management first reported a position in AZZ in Q4 2024 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

  • Lionshead Wealth Management held 14,000 shares of AZZ Inc worth $1.75M as of Q1 2026.
  • Lionshead Wealth Management bought 7,000 AZZ Inc shares in Q1 2026, an estimated $883K.
  • AZZ Inc made up 1.29% of Lionshead Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Lionshead Wealth Management first reported a position in AZZ Inc in Q4 2024 and has held it in 6 quarters since.
  • 336 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.