Meriwether Wealth & Planning’s Lazard LAZ Stock Holding History

Meriwether Wealth & Planning’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 Q3	$326	Buy	+9	New	+$376	﹤0.01%	806

Other funds holding LAZ

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Meriwether Wealth & Planning's LAZ Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Lazard (LAZ) in Q3 2026: 9 shares worth $326. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings.

60 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

Meriwether Wealth & Planning held 9 shares of Lazard worth $326 as of Q3 2026.
Lazard was a new Meriwether Wealth & Planning position in Q3 2026.
Lazard made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #806 holding.
60 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.