RWM
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RMG Wealth Management’s Lazard LAZ Stock Holding History

RMG 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 		$5.01K Buy
+115
New +$5.26K ﹤0.01% 351

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

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

RMG Wealth Management opened a new position in Lazard (LAZ) in Q2 2026: 115 shares worth $5.01K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings.

344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • RMG Wealth Management held 115 shares of Lazard worth $5.01K as of Q2 2026.
  • Lazard was a new RMG Wealth Management position in Q2 2026.
  • Lazard made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #351 holding.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.