Magnolia Wealth Management’s Lazard LAZ Stock Holding History

Magnolia Wealth Management’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	-60	Closed	-$2.55K	–	117
2026 Q1	$2.55K	Buy	+60	New	+$2.94K	﹤0.01%	186

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Magnolia Wealth Management's LAZ Position: Q2 2026 in Review

Magnolia Wealth Management sold out of Lazard (LAZ) in Q2 2026, closing a stake of 60 shares — an estimated $2.55K sold.

Magnolia Wealth Management first reported a position in LAZ in Q1 2026 and held it in 1 quarter. The position peaked at $2.55K in Q1 2026. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Magnolia Wealth Management reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
Magnolia Wealth Management sold 60 Lazard shares in Q2 2026, an estimated $2.55K.
Magnolia Wealth Management first reported a position in Lazard in Q1 2026 and held it in 1 quarter.
Magnolia Wealth Management's Lazard position peaked at $2.55K in Q1 2026.
344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.