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 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

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Sax Wealth Advisors's LZB Position: Q2 2026 in Review

Sax Wealth Advisors increased its La-Z-Boy (LZB) stake by 0.04% in Q2 2026, buying an estimated $108 and bringing the position to 7,677 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #483.

Sax Wealth Advisors first reported a position in LZB in Q4 2025 and has held it in 3 quarters since. The position peaked at $286K in Q1 2026. 30 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

Sax Wealth Advisors held 7,677 shares of La-Z-Boy worth $247K as of Q2 2026.
Sax Wealth Advisors bought 3 La-Z-Boy shares in Q2 2026, an estimated $108.
La-Z-Boy made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #483 holding.
Sax Wealth Advisors first reported a position in La-Z-Boy in Q4 2025 and has held it in 3 quarters since.
Sax Wealth Advisors's La-Z-Boy position peaked at $286K in Q1 2026.
30 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.