Simplex Trading
LAZ icon

Simplex Trading’s Lazard LAZ Stock Holding History

Simplex Trading’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 		– Sell
-3,532
Closed -$162K – 9855
2026
Q1 		$150K Buy
3,532
+225
+7% +$11K ﹤0.01% 4632
2025
Q4 		$161K Buy
+3,307
New +$165K ﹤0.01% 4458
2023
Q3 		– Sell
-7,052
Closed -$236K – 9278
2023
Q2 		$225K Buy
+7,052
New +$218K ﹤0.01% 4169
2023
Q1 		– Sell
-42,541
Closed -$1.57M – 9615
2022
Q4 		$1.47M Buy
42,541
+42,184
+11,816% +$1.5M ﹤0.01% 2112
2022
Q3 		$11K Buy
+357
New +$12.8K ﹤0.01% 8147
2021
Q2 		– Sell
-694
Closed -$31.8K – 10390
2021
Q1 		$30K Buy
+694
New +$29.5K ﹤0.01% 7125
2019
Q3 		– Sell
-1,994
Closed -$70.6K – 7580
2019
Q2 		$68K Sell
1,994
-6,275
-76% -$225K ﹤0.01% 4572
2019
Q1 		$298K Buy
8,269
+7,069
+589% +$266K ﹤0.01% 3208
2018
Q4 		$44K Buy
1,200
+737
+159% +$29.4K ﹤0.01% 4636
2018
Q3 		$22K Buy
+463
New +$23K ﹤0.01% 5877
2018
Q2 		– Sell
-13,519
Closed -$716K – 7644
2018
Q1 		$710K Buy
13,519
+13,377
+9,420% +$742K 0.03% 539
2017
Q4 		$7K Buy
+142
New +$6.8K ﹤0.01% 4199
2017
Q2 		– Sell
-8,639
Closed -$387K – 6467
2017
Q1 		$397K Buy
+8,639
New +$373K 0.02% 808
2016
Q4 		– Sell
-1,643
Closed -$63.8K – 6207
2016
Q3 		$59K Sell
1,643
-395
-19% -$13.8K ﹤0.01% 1960
2016
Q2 		$60K Sell
2,038
-3,622
-64% -$126K ﹤0.01% 1879
2016
Q1 		$219K Sell
5,660
-7,688
-58% -$276K 0.02% 826
2015
Q4 		$600K Buy
+13,348
New +$612K 0.05% 361
2015
Q1 		– Sell
-1,165
Closed -$57.4K – 5269
2014
Q4 		$58K Buy
+1,165
New +$57.8K 0.01% 1272

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Simplex Trading's LAZ Position: Q2 2026 in Review

Simplex Trading sold out of Lazard (LAZ) in Q2 2026, closing a stake of 3,532 shares — an estimated $162K sold.

Simplex Trading first reported a position in LAZ in Q4 2014 and held it in 18 quarters. The position peaked at $1.47M in Q4 2022. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Simplex Trading reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 3,532 Lazard shares in Q2 2026, an estimated $162K.
  • Simplex Trading first reported a position in Lazard in Q4 2014 and held it in 18 quarters.
  • Simplex Trading's Lazard position peaked at $1.47M in Q4 2022.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.