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Mather Group’s La-Z-Boy LZB Stock Holding History

Mather Group’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
Q2 		$9.99K Hold
249
– – ﹤0.01% 1498
2026
Q1 		$8K Buy
+249
New +$8.99K ﹤0.01% 1503
2025
Q4 		– Sell
-319
Closed -$10.9K – 1241
2025
Q3 		$10.9K Buy
+319
New +$11.7K ﹤0.01% 1251
2025
Q2 		– Sell
-345
Closed -$13.5K – 1268
2025
Q1 		$13.5K Buy
345
+70
+25% +$3.04K ﹤0.01% 1184
2024
Q4 		$12K Buy
+275
New +$11.6K ﹤0.01% 1202

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mather Group's LZB Position: Q2 2026 in Review

Mather Group held its La-Z-Boy (LZB) position steady in Q2 2026 at 249 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Mather Group first reported a position in LZB in Q4 2024 and has held it in 5 quarters since. The position peaked at $13.5K in Q1 2025. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Mather Group held 249 shares of La-Z-Boy worth $9.99K as of Q2 2026.
  • Mather Group left its La-Z-Boy share count unchanged in Q2 2026.
  • La-Z-Boy made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1498 holding.
  • Mather Group first reported a position in La-Z-Boy in Q4 2024 and has held it in 5 quarters since.
  • Mather Group's La-Z-Boy position peaked at $13.5K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.