Sax Wealth Advisors’s La-Z-Boy LZB Stock Holding History

Sax Wealth 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 Q3	$309K	Buy	10,421 +2,744	+36%	+$98.9K	0.01%	567
2026 Q2	$247K	Buy	7,677 +3	+0%	+$108	0.01%	483
2026 Q1	$286K	Hold	7,674	–	–	0.01%	402
2025 Q4	$286K	Buy	+7,674	New	+$269K	0.01%	409

Other funds holding LZB

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Sax Wealth Advisors's LZB Position: Q3 2026 in Review

Sax Wealth Advisors increased its La-Z-Boy (LZB) stake by 36% in Q3 2026, buying an estimated $98.9K and bringing the position to 10,421 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #567.

Sax Wealth Advisors first reported a position in LZB in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

Sax Wealth Advisors held 10,421 shares of La-Z-Boy worth $309K as of Q3 2026.
Sax Wealth Advisors bought 2,744 La-Z-Boy shares in Q3 2026, an estimated $98.9K.
La-Z-Boy made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #567 holding.
Sax Wealth Advisors first reported a position in La-Z-Boy in Q4 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.