Oliver Luxxe Assets’s Lazard LAZ Stock Holding History

Oliver Luxxe Assets’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	$1.08M	Sell	25,638 -21,927	-46%	-$1M	0.16%	146
2026 Q1	$2.02M	Sell	47,565 -63	-0.1%	-$3.08K	0.3%	126
2025 Q4	$2.31M	Buy	47,628 +235	+0.5%	+$11.7K	0.35%	98
2025 Q3	$2.5M	Buy	47,393 +801	+2%	+$43.2K	0.4%	90
2025 Q2	$2.24M	Buy	46,592 +517	+1%	+$21.6K	0.4%	87
2025 Q1	$2M	Buy	46,075 +2,364	+5%	+$118K	0.37%	97
2024 Q4	$2.2M	Hold	43,711	–	–	0.4%	79
2024 Q3	$2.2M	Buy	43,711 +22,755	+109%	+$1.05M	0.39%	80
2024 Q2	$800K	Buy	+20,956	New	+$818K	0.17%	126
2016 Q1	–	Sell	-30,206	Closed	-$1.09M	–	88
2015 Q4	$1.09M	Buy	+30,206	New	+$1.38M	0.97%	39

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oliver Luxxe Assets's LAZ Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Lazard (LAZ) stake by 46% in Q2 2026, selling an estimated $1M and leaving 25,638 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #146.

Oliver Luxxe Assets first reported a position in LAZ in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.5M in Q3 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Oliver Luxxe Assets held 25,638 shares of Lazard worth $1.08M as of Q2 2026.
Oliver Luxxe Assets sold 21,927 Lazard shares in Q2 2026, an estimated $1M.
Lazard made up 0.16% of Oliver Luxxe Assets's portfolio in Q2 2026, its #146 holding.
Oliver Luxxe Assets first reported a position in Lazard in Q4 2015 and has held it in 10 quarters since.
Oliver Luxxe Assets's Lazard position peaked at $2.5M in Q3 2025.
344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.