RWM
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Raffa Wealth Management’s Lazard LAZ Stock Holding History

Raffa Wealth Management’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 		$42 Hold
1
– – ﹤0.01% 1524
2026
Q1 		$42 Buy
+1
New +$49 ﹤0.01% 1414
2018
Q4 		– Sell
-250
Closed -$12K – 758
2018
Q3 		$12K Hold
250
– – ﹤0.01% 208
2018
Q2 		$12.2K Hold
250
– – ﹤0.01% 195
2018
Q1 		$13.1K Hold
250
– – ﹤0.01% 193
2017
Q4 		$13.1K Hold
250
– – 0.01% 182
2017
Q3 		$11.3K Hold
250
– – ﹤0.01% 197
2017
Q2 		$11.6K Hold
250
– – 0.01% 195
2017
Q1 		$11.5K Buy
+250
New +$10.8K 0.01% 171

Other funds holding LAZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Raffa Wealth Management's LAZ Position: Q2 2026 in Review

Raffa Wealth Management held its Lazard (LAZ) position steady in Q2 2026 at 1 share worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Raffa Wealth Management first reported a position in LAZ in Q1 2017 and has held it in 9 quarters since. The position peaked at $13.1K in Q1 2018. 324 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Raffa Wealth Management held 1 share of Lazard worth $42 as of Q2 2026.
  • Raffa Wealth Management left its Lazard share count unchanged in Q2 2026.
  • Lazard made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1524 holding.
  • Raffa Wealth Management first reported a position in Lazard in Q1 2017 and has held it in 9 quarters since.
  • Raffa Wealth Management's Lazard position peaked at $13.1K in Q1 2018.
  • 324 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.