Shell Asset Management’s La-Z-Boy LZB Stock Holding History

Shell Asset Management’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
2025 Q3	$84K	Sell	2,440 -2,768	-53%	-$102K	0.01%	696
2025 Q2	$194K	Sell	5,208 -996	-16%	-$39.8K	0.01%	788
2025 Q1	$243K	Sell	6,204 -252	-4%	-$10.9K	0.01%	705
2024 Q4	$281K	Hold	6,456	–	–	0.01%	697
2024 Q3	$277K	Buy	+6,456	New	+$266K	0.01%	719
2024 Q1	$335K	Sell	8,982 -908	-9%	-$33.2K	0.02%	631
2023 Q4	$365K	Sell	9,890 -2,981	-23%	-$96K	0.02%	632
2023 Q3	$397K	Sell	12,871 -200	-2%	-$6.16K	0.02%	653
2023 Q2	$374K	Sell	13,071 -73	-0.6%	-$2.04K	0.01%	697
2023 Q1	$382K	Sell	13,144 -46	-0.3%	-$1.31K	0.02%	677
2022 Q4	$301K	Sell	13,190 -2,833	-18%	-$68.9K	0.01%	779
2022 Q3	$362K	Sell	16,023 -4,221	-21%	-$112K	0.01%	737
2022 Q2	$480K	Buy	20,244 +26	+0.1%	+$669	0.01%	742
2022 Q1	$533K	Sell	20,218 -2,973	-13%	-$95.2K	0.01%	784
2021 Q4	$842K	Buy	23,191 +110	+0.5%	+$3.84K	0.02%	647
2021 Q3	$744K	Sell	23,081 -1,020	-4%	-$35.2K	0.02%	653
2021 Q2	$893K	Buy	24,101 +1,300	+6%	+$54.6K	0.02%	624
2021 Q1	$969K	Sell	22,801 -130	-0.6%	-$5.45K	0.02%	552
2020 Q4	$914K	Hold	22,931	–	–	0.02%	531
2020 Q3	$725K	Hold	22,931	–	–	0.02%	542
2020 Q2	$621K	Sell	22,931 -8,658	-27%	-$208K	0.02%	571
2020 Q1	$649K	Sell	31,589 -482	-2%	-$13.7K	0.02%	562
2019 Q4	$1.01M	Sell	32,071 -824	-3%	-$27.6K	0.02%	548
2019 Q3	$1.1M	Sell	32,895 -285	-0.9%	-$9.11K	0.03%	498
2019 Q2	$1.02M	Sell	33,180 -758	-2%	-$24.7K	0.02%	551
2019 Q1	$1.12M	Hold	33,938	–	–	0.02%	513
2018 Q4	$940K	Sell	33,938 -2,900	-8%	-$81.8K	0.02%	546
2018 Q3	$1.16M	Sell	36,838 -4,807	-12%	-$153K	0.02%	580
2018 Q2	$1.27M	Sell	41,645 -2,229	-5%	-$68.5K	0.03%	545
2018 Q1	$1.31M	Hold	43,874	–	–	0.03%	542
2017 Q4	$1.37M	Hold	43,874	–	–	0.03%	514
2017 Q3	$1.18M	Sell	43,874 -1,100	-2%	-$32.1K	0.03%	537
2017 Q2	$1.46M	Hold	44,974	–	–	0.03%	481
2017 Q1	$1.21M	Sell	44,974 -24,023	-35%	-$681K	0.03%	525
2016 Q4	$2.14M	Sell	68,997 -607	-0.9%	-$16.4K	0.05%	372
2016 Q3	$1.71M	Sell	69,604 -3,184	-4%	-$89.6K	0.04%	462
2016 Q2	$2.02M	Sell	72,788 -4,136	-5%	-$108K	0.05%	374
2016 Q1	$2.06M	Sell	76,924 -4,603	-6%	-$108K	0.05%	367
2015 Q4	$1.99M	Sell	81,527 -5,101	-6%	-$137K	0.05%	382
2015 Q3	$1.71M	Buy	86,628 +4,042	+5%	+$107K	0.03%	525
2015 Q2	$2.17M	Sell	82,586 -3,788	-4%	-$102K	0.04%	404
2015 Q1	$2.43M	Sell	86,374 -254	-0.3%	-$6.75K	0.04%	395
2014 Q4	$2.33M	Hold	86,628	–	–	0.04%	428
2014 Q3	$1.71M	Buy	86,628 +8,088	+10%	+$175K	0.03%	542
2014 Q2	$1.82M	Sell	78,540 -913	-1%	-$22.6K	0.03%	532
2014 Q1	$2.15M	Sell	79,453 -321	-0.4%	-$8.77K	0.04%	465
2013 Q4	$2.47M	Buy	+79,774	New	+$2.06M	0.04%	420

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Shell Asset Management's LZB Position: Q3 2025 in Review

Shell Asset Management reduced its La-Z-Boy (LZB) stake by 53% in Q3 2025, selling an estimated $102K and leaving 2,440 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #696.

Shell Asset Management first reported a position in LZB in Q4 2013 and has held it in 47 quarters since. The position peaked at $2.47M in Q4 2013. 244 funds tracked by Wall St. Rank hold LZB as of Q3 2025.

Shell Asset Management held 2,440 shares of La-Z-Boy worth $84K as of Q3 2025.
Shell Asset Management sold 2,768 La-Z-Boy shares in Q3 2025, an estimated $102K.
La-Z-Boy made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #696 holding.
Shell Asset Management first reported a position in La-Z-Boy in Q4 2013 and has held it in 47 quarters since.
Shell Asset Management's La-Z-Boy position peaked at $2.47M in Q4 2013.
244 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.