Sound Income Strategies’s La-Z-Boy LZB Stock Holding History

Sound Income Strategies’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
2026 Q1	–	Sell	-112	Closed	-$4.37K	–	2669
2025 Q4	$4.37K	Buy	+112	New	+$3.92K	﹤0.01%	1865

Other funds holding LZB

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SAM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sound Income Strategies's LZB Position: Q1 2026 in Review

Sound Income Strategies sold out of La-Z-Boy (LZB) in Q1 2026, closing a stake of 112 shares — an estimated $4.37K sold.

Sound Income Strategies first reported a position in LZB in Q4 2025 and held it in 1 quarter. The position peaked at $4.37K in Q4 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

Sound Income Strategies reported no remaining La-Z-Boy position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 112 La-Z-Boy shares in Q1 2026, an estimated $4.37K.
Sound Income Strategies first reported a position in La-Z-Boy in Q4 2025 and held it in 1 quarter.
Sound Income Strategies's La-Z-Boy position peaked at $4.37K in Q4 2025.
263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.