ORC
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O'Rourke & Company’s Lazard LAZ Stock Holding History

O'Rourke & Company’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 		$338K Buy
7,954
+280
+4% +$13.7K 0.13% 126
2025
Q4 		$373K Sell
7,674
-93
-1% -$4.64K 0.14% 125
2025
Q3 		$410K Sell
7,767
-1,197
-13% -$64.6K 0.17% 113
2025
Q2 		$430K Sell
8,964
-720
-7% -$30.1K 0.2% 98
2025
Q1 		$419K Buy
9,684
+14
+0.1% +$696 0.21% 99
2024
Q4 		$498K Sell
9,670
-98
-1% -$5.25K 0.24% 85
2024
Q3 		$492K Buy
9,768
+1,957
+25% +$90.7K 0.25% 88
2024
Q2 		$298K Sell
7,811
-360
-4% -$14.1K 0.17% 113
2024
Q1 		$342K Buy
+8,171
New +$318K 0.2% 107
2023
Q4 		– Sell
-9,562
Closed -$297K – 141
2023
Q3 		$297K Buy
9,562
+37
+0.4% +$1.24K 0.22% 97
2023
Q2 		$305K Sell
9,525
-253
-3% -$7.82K 0.21% 100
2023
Q1 		$324K Buy
9,778
+34
+0.3% +$1.25K 0.25% 91
2022
Q4 		$338K Sell
9,744
-109
-1% -$3.88K 0.27% 88
2022
Q3 		$314K Buy
9,853
+319
+3% +$11.5K 0.27% 81
2022
Q2 		$309K Sell
9,534
-529
-5% -$17.9K 0.26% 83
2022
Q1 		$347K Sell
10,063
-25
-0.2% -$967 0.24% 86
2021
Q4 		$440K Buy
+10,088
New +$472K 0.29% 69

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

O'Rourke & Company's LAZ Position: Q1 2026 in Review

O'Rourke & Company increased its Lazard (LAZ) stake by 3.6% in Q1 2026, buying an estimated $13.7K and bringing the position to 7,954 shares worth $338K. The position accounts for 0.13% of the portfolio, ranked #126.

O'Rourke & Company first reported a position in LAZ in Q4 2021 and has held it in 17 quarters since. The position peaked at $498K in Q4 2024. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • O'Rourke & Company held 7,954 shares of Lazard worth $338K as of Q1 2026.
  • O'Rourke & Company bought 280 Lazard shares in Q1 2026, an estimated $13.7K.
  • Lazard made up 0.13% of O'Rourke & Company's portfolio in Q1 2026, its #126 holding.
  • O'Rourke & Company first reported a position in Lazard in Q4 2021 and has held it in 17 quarters since.
  • O'Rourke & Company's Lazard position peaked at $498K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.