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LZB icon

Pinnacle Holdings’s La-Z-Boy LZB Stock Holding History

Pinnacle Holdings’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 		$1.37M Sell
34,204
-253
-0.7% -$9.15K 0.42% 93
2026
Q1 		$1.11M Sell
34,457
-203
-0.6% -$7.33K 0.36% 101
2025
Q4 		$1.29M Buy
34,660
+170
+0.5% +$5.96K 0.44% 84
2025
Q3 		$1.18M Buy
34,490
+1,314
+4% +$48.2K 0.41% 92
2025
Q2 		$1.23M Buy
33,176
+4,534
+16% +$181K 0.44% 81
2025
Q1 		$1.12M Sell
28,642
-257
-0.9% -$11.1K 0.43% 84
2024
Q4 		$1.26M Hold
28,899
– – 0.48% 75
2024
Q3 		$1.24M Sell
28,899
-94
-0.3% -$3.87K 0.48% 71
2024
Q2 		$1.08M Sell
28,993
-172
-0.6% -$6.07K 0.44% 84
2024
Q1 		$1.1M Sell
29,165
-1,156
-4% -$42.2K 0.44% 82
2023
Q4 		$1.12M Sell
30,321
-56
-0.2% -$1.8K 0.46% 82
2023
Q3 		$938K Sell
30,377
-3,052
-9% -$94K 0.44% 82
2023
Q2 		$957K Buy
33,429
+257
+0.8% +$7.18K 0.43% 86
2023
Q1 		$965K Sell
33,172
-320
-1% -$9.1K 0.45% 83
2022
Q4 		$764K Buy
33,492
+500
+2% +$12.2K 0.34% 101
2022
Q3 		$745K Sell
32,992
-91
-0.3% -$2.42K 0.35% 100
2022
Q2 		$784K Buy
33,083
+313
+1% +$8.05K 0.36% 99
2022
Q1 		$864K Buy
32,770
+610
+2% +$19.5K 0.34% 96
2021
Q4 		$1.17M Buy
32,160
+619
+2% +$21.6K 0.49% 73
2021
Q3 		$1.02M Buy
31,541
+755
+2% +$26K 0.45% 81
2021
Q2 		$1.14M Buy
30,786
+932
+3% +$39.2K 0.52% 72
2021
Q1 		$1.27M Hold
29,854
– – 0.59% 66
2020
Q4 		$1.19M Sell
29,854
-816
-3% -$30.2K 0.63% 60
2020
Q3 		$970K Sell
30,670
-1,625
-5% -$49.4K 0.56% 64
2020
Q2 		$874K Buy
32,295
+745
+2% +$17.9K 0.42% 85
2020
Q1 		$648K Buy
+31,550
New +$896K 0.37% 94

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

Pinnacle Holdings's LZB Position: Q2 2026 in Review

Pinnacle Holdings reduced its La-Z-Boy (LZB) stake by 0.73% in Q2 2026, selling an estimated $9.15K and leaving 34,204 shares worth $1.37M. The position accounts for 0.42% of the portfolio, ranked #93.

Pinnacle Holdings first reported a position in LZB in Q1 2020 and has held it in 26 quarters since. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Pinnacle Holdings held 34,204 shares of La-Z-Boy worth $1.37M as of Q2 2026.
  • Pinnacle Holdings sold 253 La-Z-Boy shares in Q2 2026, an estimated $9.15K.
  • La-Z-Boy made up 0.42% of Pinnacle Holdings's portfolio in Q2 2026, its #93 holding.
  • Pinnacle Holdings first reported a position in La-Z-Boy in Q1 2020 and has held it in 26 quarters since.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.