MWM
LAZ icon

Moran Wealth Management’s Lazard LAZ Stock Holding History

Moran 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
Q1 		$1.97M Buy
46,266
+472
+1% +$23.1K 0.06% 313
2025
Q4 		$2.22M Sell
45,794
-3,276
-7% -$163K 0.07% 276
2025
Q3 		$2.59M Sell
49,070
-4,930
-9% -$266K 0.08% 259
2025
Q2 		$2.59M Buy
+54,000
New +$2.26M 0.08% 262

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moran Wealth Management's LAZ Position: Q1 2026 in Review

Moran Wealth Management increased its Lazard (LAZ) stake by 1% in Q1 2026, buying an estimated $23.1K and bringing the position to 46,266 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #313.

Moran Wealth Management first reported a position in LAZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.59M in Q2 2025. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Moran Wealth Management held 46,266 shares of Lazard worth $1.97M as of Q1 2026.
  • Moran Wealth Management bought 472 Lazard shares in Q1 2026, an estimated $23.1K.
  • Lazard made up 0.06% of Moran Wealth Management's portfolio in Q1 2026, its #313 holding.
  • Moran Wealth Management first reported a position in Lazard in Q2 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's Lazard position peaked at $2.59M in Q2 2025.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.