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Morningstar Investment Management’s La-Z-Boy LZB Stock Holding History

Morningstar Investment Management’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 		$614K Hold
19,104
– – 0.04% 242
2026
Q1 		$614K Sell
19,104
-12,688
-40% -$458K 0.04% 240
2025
Q4 		$1.19M Hold
31,792
– – 0.07% 202
2025
Q3 		$1.09M Buy
+31,792
New +$1.17M 0.04% 332

Other funds holding LZB

CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morningstar Investment Management's LZB Position: Q2 2026 in Review

Morningstar Investment Management held its La-Z-Boy (LZB) position steady in Q2 2026 at 19,104 shares worth $614K. The position accounts for 0.04% of the portfolio, ranked #242.

Morningstar Investment Management first reported a position in LZB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q4 2025. 56 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Morningstar Investment Management held 19,104 shares of La-Z-Boy worth $614K as of Q2 2026.
  • Morningstar Investment Management left its La-Z-Boy share count unchanged in Q2 2026.
  • La-Z-Boy made up 0.04% of Morningstar Investment Management's portfolio in Q2 2026, its #242 holding.
  • Morningstar Investment Management first reported a position in La-Z-Boy in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's La-Z-Boy position peaked at $1.19M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.