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Pinnacle Wealth Planning Services’s La-Z-Boy LZB Stock Holding History

Pinnacle Wealth Planning Services’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 		$60.8K Buy
1,515
+42
+3% +$1.52K 0.01% 1140
2026
Q1 		$47.3K Buy
1,473
+90
+7% +$3.25K ﹤0.01% 1236
2025
Q4 		$51.5K Buy
+1,383
New +$48.5K 0.01% 1177
2021
Q1 		– Sell
-889
Closed -$36K – 1267
2020
Q4 		$36K Buy
+889
New +$32.9K 0.01% 933

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 Wealth Planning Services's LZB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its La-Z-Boy (LZB) stake by 2.9% in Q2 2026, buying an estimated $1.52K and bringing the position to 1,515 shares worth $60.8K. The position accounts for 0.01% of the portfolio, ranked #1140.

Pinnacle Wealth Planning Services first reported a position in LZB in Q4 2020 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,515 shares of La-Z-Boy worth $60.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 42 La-Z-Boy shares in Q2 2026, an estimated $1.52K.
  • La-Z-Boy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1140 holding.
  • Pinnacle Wealth Planning Services first reported a position in La-Z-Boy in Q4 2020 and has held it in 4 quarters since.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.