Private Wealth Management Group’s La-Z-Boy LZB Stock Holding History

Private Wealth Management Group’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 Q1	$868	Hold	27	–	–	﹤0.01%	1279
2025 Q4	$1.01K	Hold	27	–	–	﹤0.01%	1268
2025 Q3	$927	Hold	27	–	–	﹤0.01%	1301
2025 Q2	$1K	Hold	27	–	–	﹤0.01%	1284
2025 Q1	$1.06K	Hold	27	–	–	﹤0.01%	1249
2024 Q4	$1.18K	Hold	27	–	–	﹤0.01%	1257
2024 Q3	$1.16K	Hold	27	–	–	﹤0.01%	1235
2024 Q2	$1.01K	Hold	27	–	–	﹤0.01%	1287
2024 Q1	$1.02K	Hold	27	–	–	﹤0.01%	1262
2023 Q4	$997	Buy	+27	New	+$870	﹤0.01%	1272

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's LZB Position: Q1 2026 in Review

Private Wealth Management Group held its La-Z-Boy (LZB) position steady in Q1 2026 at 27 shares worth $868. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Private Wealth Management Group first reported a position in LZB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18K in Q4 2024. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

Private Wealth Management Group held 27 shares of La-Z-Boy worth $868 as of Q1 2026.
Private Wealth Management Group left its La-Z-Boy share count unchanged in Q1 2026.
La-Z-Boy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1279 holding.
Private Wealth Management Group first reported a position in La-Z-Boy in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's La-Z-Boy position peaked at $1.18K in Q4 2024.
263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.