Shulman DeMeo Asset Management’s Lazard LAZ Stock Holding History

Shulman DeMeo Asset 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	$437K	Buy	10,417 +32	+0.3%	+$1.47K	0.08%	82
2026 Q1	$441K	Buy	+10,385	New	+$508K	0.09%	76
2024 Q1	–	Sell	-10,857	Closed	-$378K	–	135
2023 Q4	$378K	Sell	10,857 -1,301	-11%	-$39.2K	0.11%	82
2023 Q3	$377K	Sell	12,158 -1,279	-10%	-$42.9K	0.13%	78
2023 Q2	$430K	Buy	13,437 +378	+3%	+$11.7K	0.13%	70
2023 Q1	$432K	Buy	13,059 +114	+0.9%	+$4.21K	0.14%	73
2022 Q4	$449K	Sell	12,945 -1,181	-8%	-$42K	0.15%	69
2022 Q3	$450K	Buy	14,126 +123	+0.9%	+$4.42K	0.16%	58
2022 Q2	$454K	Buy	14,003 +276	+2%	+$9.32K	0.15%	68
2022 Q1	$474K	Buy	13,727 +1,129	+9%	+$43.7K	0.13%	75
2021 Q4	$550K	Buy	+12,598	New	+$589K	0.14%	66
2021 Q3	–	Sell	-12,502	Closed	-$566K	–	111
2021 Q2	$566K	Buy	12,502 +3,663	+41%	+$168K	0.22%	28
2021 Q1	$385K	Buy	+8,839	New	+$376K	0.11%	89

Other funds holding LAZ

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

SOADOR

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Shulman DeMeo Asset Management's LAZ Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Lazard (LAZ) stake by 0.31% in Q2 2026, buying an estimated $1.47K and bringing the position to 10,417 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #82.

Shulman DeMeo Asset Management first reported a position in LAZ in Q1 2021 and has held it in 13 quarters since. The position peaked at $566K in Q2 2021. 98 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Shulman DeMeo Asset Management held 10,417 shares of Lazard worth $437K as of Q2 2026.
Shulman DeMeo Asset Management bought 32 Lazard shares in Q2 2026, an estimated $1.47K.
Lazard made up 0.08% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #82 holding.
Shulman DeMeo Asset Management first reported a position in Lazard in Q1 2021 and has held it in 13 quarters since.
Shulman DeMeo Asset Management's Lazard position peaked at $566K in Q2 2021.
98 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.