Regal Investment Advisors’s La-Z-Boy LZB Stock Holding History

Regal Investment Advisors’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	$3.53M	Hold	109,856	–	–	0.2%	129
2025 Q4	$4.09M	Hold	109,856	–	–	0.24%	105
2025 Q3	$3.77M	Hold	109,856	–	–	0.25%	111
2025 Q2	$4.08M	Hold	109,856	–	–	0.31%	86
2025 Q1	$4.29M	Hold	109,856	–	–	0.35%	79
2024 Q4	$4.79M	Hold	109,856	–	–	0.36%	76
2024 Q3	$4.72M	Hold	109,856	–	–	0.33%	91
2024 Q2	$4.1M	Hold	109,856	–	–	0.27%	106
2024 Q1	$4.13M	Hold	109,856	–	–	0.28%	102
2023 Q4	$4.06M	Hold	109,856	–	–	0.31%	96
2023 Q3	$3.39M	Hold	109,856	–	–	0.29%	98
2023 Q2	$3.15M	Hold	109,856	–	–	0.26%	104
2023 Q1	$3.19M	Hold	109,856	–	–	0.28%	101
2022 Q4	$2.51M	Hold	109,856	–	–	0.24%	107
2022 Q3	$2.48M	Hold	109,856	–	–	0.26%	102
2022 Q2	$2.6M	Hold	109,856	–	–	0.27%	99
2022 Q1	$2.9M	Hold	109,856	–	–	0.27%	97
2021 Q4	$3.99M	Hold	109,856	–	–	0.35%	74
2021 Q3	$3.54M	Hold	109,856	–	–	0.34%	77
2021 Q2	$4.07M	Buy	+109,856	New	+$4.62M	0.41%	66
2021 Q1	–	Sell	-109,856	Closed	-$4.38M	–	262
2020 Q4	$4.38M	Buy	+109,856	New	+$4.07M	0.49%	53
2020 Q3	–	Sell	-109,856	Closed	-$2.97M	–	156
2020 Q2	$2.97M	Buy	+109,856	New	+$2.64M	0.55%	53
2020 Q1	–	Sell	-107,751	Closed	-$3.39M	–	192
2019 Q4	$3.39M	Hold	107,751	–	–	0.61%	41
2019 Q3	$3.62M	Hold	107,751	–	–	0.71%	34
2019 Q2	$3.3M	Hold	107,751	–	–	0.64%	39
2019 Q1	$3.56M	Sell	107,751 -8,500	-7%	-$268K	0.72%	35
2018 Q4	$3.22M	Buy	+116,251	New	+$3.28M	0.71%	36
2018 Q3	–	Sell	-92,139	Closed	-$2.82M	–	337
2018 Q2	$2.82M	Sell	92,139 -24,312	-21%	-$747K	0.86%	30
2018 Q1	$3.49M	Hold	116,451	–	–	0.77%	34
2017 Q4	$3.63M	Hold	116,451	–	–	0.81%	31
2017 Q3	$3.13M	Hold	116,451	–	–	0.73%	36
2017 Q2	$3.79M	Sell	116,451 -2,956	-2%	-$83K	0.94%	28
2017 Q1	$3.22M	Hold	119,407	–	–	0.84%	30
2016 Q4	$3.71M	Sell	119,407 -211	-0.2%	-$5.71K	1.03%	22
2016 Q3	$2.94M	Buy	119,618 +1,379	+1%	+$38.8K	0.83%	40
2016 Q2	$3.29M	Sell	118,239 -45,000	-28%	-$1.18M	0.9%	29
2016 Q1	$4.37M	Sell	163,239 -117,235	-42%	-$2.74M	1.18%	16
2015 Q4	$6.85M	Buy	280,474 +6,234	+2%	+$167K	1.78%	4
2015 Q3	$7.28M	Hold	274,240	–	–	1.89%	4
2015 Q2	$7.22M	Buy	274,240 +950	+0.3%	+$25.6K	1.95%	4
2015 Q1	$7.68M	Sell	273,290 -286,028	-51%	-$7.6M	1.9%	3
2014 Q4	$15M	Buy	559,318 +543,228	+3,376%	+$12.8M	4.02%	1
2014 Q3	$318K	Hold	16,090	–	–	0.1%	182
2014 Q2	$373K	Hold	16,090	–	–	0.13%	154
2014 Q1	$436K	Buy	+16,090	New	+$440K	0.18%	130
2013 Q4	–	Sell	-6,414	Closed	-$146K	–	901
2013 Q3	$146K	Hold	6,414	–	–	0.09%	196
2013 Q2	$130K	Buy	+6,414	New	+$119K	0.07%	199

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

Regal Investment Advisors's LZB Position: Q1 2026 in Review

Regal Investment Advisors held its La-Z-Boy (LZB) position steady in Q1 2026 at 109,856 shares worth $3.53M. The position accounts for 0.2% of the portfolio, ranked #129.

Regal Investment Advisors first reported a position in LZB in Q2 2013 and has held it in 47 quarters since. The position peaked at $15M in Q4 2014. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

Regal Investment Advisors held 109,856 shares of La-Z-Boy worth $3.53M as of Q1 2026.
Regal Investment Advisors left its La-Z-Boy share count unchanged in Q1 2026.
La-Z-Boy made up 0.2% of Regal Investment Advisors's portfolio in Q1 2026, its #129 holding.
Regal Investment Advisors first reported a position in La-Z-Boy in Q2 2013 and has held it in 47 quarters since.
Regal Investment Advisors's La-Z-Boy position peaked at $15M in Q4 2014.
263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.