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

MTM 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 		$83.3K Hold
2,077
– – 0.02% 293
2026
Q1 		$66.8K Hold
2,077
– – 0.02% 300
2025
Q4 		$77.4K Hold
2,077
– – 0.02% 290
2025
Q3 		$71.3K Sell
2,077
-1,500
-42% -$55K 0.02% 300
2025
Q2 		$133K Buy
+3,577
New +$143K 0.04% 228
2024
Q2 		– Sell
-8,781
Closed -$330K – 270
2024
Q1 		$330K Buy
+8,781
New +$321K 0.14% 143

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

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

MTM Investment Management held its La-Z-Boy (LZB) position steady in Q2 2026 at 2,077 shares worth $83.3K. The position accounts for 0.02% of the portfolio, ranked #293.

MTM Investment Management first reported a position in LZB in Q1 2024 and has held it in 6 quarters since. The position peaked at $330K in Q1 2024. 271 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • MTM Investment Management held 2,077 shares of La-Z-Boy worth $83.3K as of Q2 2026.
  • MTM Investment Management left its La-Z-Boy share count unchanged in Q2 2026.
  • La-Z-Boy made up 0.02% of MTM Investment Management's portfolio in Q2 2026, its #293 holding.
  • MTM Investment Management first reported a position in La-Z-Boy in Q1 2024 and has held it in 6 quarters since.
  • MTM Investment Management's La-Z-Boy position peaked at $330K in Q1 2024.
  • 271 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.