SWM
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SHP Wealth Management’s Lazard LAZ Stock Holding History

SHP 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
Q1 		$977 Buy
+23
New +$1.13K ﹤0.01% 1460

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SHP Wealth Management's LAZ Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Lazard (LAZ) in Q1 2026: 23 shares worth $977. The stake represents ﹤0.01% of the portfolio and ranks #1460 among its holdings.

335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • SHP Wealth Management held 23 shares of Lazard worth $977 as of Q1 2026.
  • Lazard was a new SHP Wealth Management position in Q1 2026.
  • Lazard made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1460 holding.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.