NSIM
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North Star Investment Management’s Lazard LAZ Stock Holding History

North Star Investment 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
Q2 		$341K Hold
8,125
– – 0.02% 444
2026
Q1 		$345K Hold
8,125
– – 0.02% 426
2025
Q4 		$395K Hold
8,125
– – 0.02% 359
2025
Q3 		$429K Hold
8,125
– – 0.03% 336
2025
Q2 		$390K Sell
8,125
-13,886
-63% -$581K 0.03% 331
2025
Q1 		$953K Sell
22,011
-1,479
-6% -$73.5K 0.07% 229
2024
Q4 		$1.21M Hold
23,490
– – 0.08% 212
2024
Q3 		$1.18M Hold
23,490
– – 0.08% 215
2024
Q2 		$897K Sell
23,490
-1,500
-6% -$58.6K 0.07% 241
2024
Q1 		$1.05M Sell
24,990
-38
-0.2% -$1.48K 0.07% 228
2023
Q4 		$871K Sell
25,028
-409
-2% -$12.3K 0.07% 252
2023
Q3 		$789K Sell
25,437
-881
-3% -$29.5K 0.07% 251
2023
Q2 		$842K Sell
26,318
-1
-0% -$31 0.07% 256
2023
Q1 		$871K Sell
26,319
-800
-3% -$29.5K 0.07% 256
2022
Q4 		$940K Hold
27,119
– – 0.08% 235
2022
Q3 		$863K Sell
27,119
-5,000
-16% -$180K 0.08% 216
2022
Q2 		$1.04M Sell
32,119
-6,165
-16% -$208K 0.09% 206
2022
Q1 		$1.32M Buy
38,284
+1,000
+3% +$38.7K 0.1% 193
2021
Q4 		$1.63M Buy
37,284
+2,500
+7% +$117K 0.11% 174
2021
Q3 		$1.59M Hold
34,784
– – 0.13% 171
2021
Q2 		$1.57M Hold
34,784
– – 0.12% 175
2021
Q1 		$1.51M Sell
34,784
-596
-2% -$25.4K 0.14% 160
2020
Q4 		$1.5M Sell
35,380
-2,346
-6% -$88.6K 0.16% 153
2020
Q3 		$1.25M Sell
37,726
-106,295
-74% -$3.27M 0.15% 151
2020
Q2 		$4.12M Sell
144,021
-4,352
-3% -$118K 0.54% 47
2020
Q1 		$3.5M Buy
148,373
+13,954
+10% +$517K 0.52% 49
2019
Q4 		$5.37M Buy
134,419
+8,804
+7% +$333K 0.56% 43
2019
Q3 		$4.4M Buy
125,615
+56,615
+82% +$2M 0.49% 52
2019
Q2 		$2.37M Buy
69,000
+22,000
+47% +$789K 0.27% 106
2019
Q1 		$1.7M Sell
47,000
-1,600
-3% -$60.2K 0.2% 140
2018
Q4 		$1.79M Buy
48,600
+15,300
+46% +$610K 0.23% 121
2018
Q3 		$1.6M Hold
33,300
– – 0.18% 150
2018
Q2 		$1.63M Hold
33,300
– – 0.19% 150
2018
Q1 		$1.75M Hold
33,300
– – 0.21% 136
2017
Q4 		$1.75M Hold
33,300
– – 0.21% 131
2017
Q3 		$1.51M Sell
33,300
-2,000
-6% -$88.7K 0.19% 142
2017
Q2 		$1.64M Buy
35,300
+1,000
+3% +$44.8K 0.22% 131
2017
Q1 		$1.58M Hold
34,300
– – 0.22% 126
2016
Q4 		$1.41M Buy
34,300
+6,300
+23% +$245K 0.21% 130
2016
Q3 		$1.02M Sell
28,000
-1,000
-3% -$35K 0.18% 142
2016
Q2 		$864K Buy
+29,000
New +$1.01M 0.16% 159

Other funds holding LAZ

GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

North Star Investment Management's LAZ Position: Q2 2026 in Review

North Star Investment Management held its Lazard (LAZ) position steady in Q2 2026 at 8,125 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #444.

North Star Investment Management first reported a position in LAZ in Q2 2016 and has held it in 41 quarters since. The position peaked at $5.37M in Q4 2019. 83 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • North Star Investment Management held 8,125 shares of Lazard worth $341K as of Q2 2026.
  • North Star Investment Management left its Lazard share count unchanged in Q2 2026.
  • Lazard made up 0.02% of North Star Investment Management's portfolio in Q2 2026, its #444 holding.
  • North Star Investment Management first reported a position in Lazard in Q2 2016 and has held it in 41 quarters since.
  • North Star Investment Management's Lazard position peaked at $5.37M in Q4 2019.
  • 83 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.