Sound Income Strategies’s Lazard LAZ Stock Holding History

Sound Income Strategies’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	-208	Closed	-$8.73K	–	1541
2026 Q1	$8.73K	Sell	208 -382	-65%	-$18.7K	﹤0.01%	1571
2025 Q4	$31.5K	Buy	590 +220	+59%	+$11K	﹤0.01%	975
2025 Q3	$18.2K	Buy	+370	New	+$20K	﹤0.01%	830
2021 Q1	–	Sell	-4	Closed	–	–	1011
2020 Q4	$0	Hold	4	–	–	﹤0.01%	902
2020 Q3	$0	Hold	4	–	–	﹤0.01%	882
2020 Q2	$0	Hold	4	–	–	﹤0.01%	828
2020 Q1	$0	Hold	4	–	–	﹤0.01%	816
2019 Q4	$0	Hold	4	–	–	﹤0.01%	735
2019 Q3	$0	Hold	4	–	–	﹤0.01%	707
2019 Q2	$0	Hold	4	–	–	﹤0.01%	713
2019 Q1	$0	Hold	4	–	–	﹤0.01%	727
2018 Q4	$0	Hold	4	–	–	﹤0.01%	726
2018 Q3	$0	Hold	4	–	–	﹤0.01%	779
2018 Q2	$0	Hold	4	–	–	﹤0.01%	703
2018 Q1	$0	Hold	4	–	–	﹤0.01%	623
2017 Q4	$0	Buy	+4	New	+$192	﹤0.01%	537

Other funds holding LAZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

GHA

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sound Income Strategies's LAZ Position: Q2 2026 in Review

Sound Income Strategies sold out of Lazard (LAZ) in Q2 2026, closing a stake of 208 shares — an estimated $8.73K sold.

Sound Income Strategies first reported a position in LAZ in Q4 2017 and held it in 16 quarters. The position peaked at $31.5K in Q4 2025. 193 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Sound Income Strategies reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 208 Lazard shares in Q2 2026, an estimated $8.73K.
Sound Income Strategies first reported a position in Lazard in Q4 2017 and held it in 16 quarters.
Sound Income Strategies's Lazard position peaked at $31.5K in Q4 2025.
193 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.