McIlrath & Eck’s La-Z-Boy LZB Stock Holding History

McIlrath & Eck’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	$82.3K	Hold	2,561	–	–	0.01%	414
2025 Q4	$95.4K	Hold	2,561	–	–	0.01%	250
2025 Q3	$87.9K	Hold	2,561	–	–	0.01%	227
2025 Q2	$95.2K	Hold	2,561	–	–	0.01%	210
2025 Q1	$100K	Hold	2,561	–	–	0.01%	202
2024 Q4	$112K	Hold	2,561	–	–	0.01%	178
2024 Q3	$110K	Hold	2,561	–	–	0.01%	177
2024 Q2	$95.5K	Hold	2,561	–	–	0.01%	185
2024 Q1	$96.3K	Buy	2,561 +486	+23%	+$17.8K	0.02%	180
2023 Q4	$76.6K	Sell	2,075 -486	-19%	-$15.7K	0.01%	207
2023 Q3	$79.1K	Hold	2,561	–	–	0.02%	195
2023 Q2	$73.3K	Buy	2,561 +355	+16%	+$9.92K	0.02%	204
2023 Q1	$64.2K	Hold	2,206	–	–	0.02%	211
2022 Q4	$50.3K	Hold	2,206	–	–	0.01%	239
2022 Q3	$50K	Hold	2,206	–	–	0.01%	245
2022 Q2	$52K	Hold	2,206	–	–	0.02%	227
2022 Q1	$58K	Hold	2,206	–	–	0.02%	217
2021 Q4	$80K	Sell	2,206 -20	-0.9%	-$698	0.02%	182
2021 Q3	$72K	Sell	2,226 -1,233	-36%	-$42.5K	0.02%	182
2021 Q2	$128K	Buy	+3,459	New	+$145K	0.04%	124

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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

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