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Southeastern Asset Management’s Lazard LAZ Stock Holding History

Southeastern 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
Q1 		$790K Hold
18,608
– – 0.04% 44
2025
Q4 		$904K Sell
18,608
-4,255
-19% -$212K 0.04% 46
2025
Q3 		$1.21M Hold
22,863
– – 0.06% 44
2025
Q2 		$1.1M Hold
22,863
– – 0.06% 47
2025
Q1 		$990K Hold
22,863
– – 0.05% 42
2024
Q4 		$1.18M Hold
22,863
– – 0.06% 42
2024
Q3 		$1.15M Hold
22,863
– – 0.05% 37
2024
Q2 		$873K Buy
22,863
+4,255
+23% +$166K 0.04% 45
2024
Q1 		$779K Hold
18,608
– – 0.03% 41
2023
Q4 		$648K Sell
18,608
-695,086
-97% -$20.9M 0.02% 44
2023
Q3 		$22.1M Sell
713,694
-1,042,834
-59% -$35M 0.82% 33
2023
Q2 		$56.2M Sell
1,756,528
-524,667
-23% -$16.2M 1.98% 21
2023
Q1 		$75.5M Sell
2,281,195
-271,943
-11% -$10M 2.55% 17
2022
Q4 		$88.5M Sell
2,553,138
-2,380,724
-48% -$84.6M 3.1% 15
2022
Q3 		$157M Sell
4,933,862
-260,944
-5% -$9.38M 3.95% 10
2022
Q2 		$168M Sell
5,194,806
-90,997
-2% -$3.07M 3.55% 10
2022
Q1 		$182M Sell
5,285,803
-494,069
-9% -$19.1M 3.22% 11
2021
Q4 		$252M Sell
5,779,872
-75,247
-1% -$3.52M 4.23% 11
2021
Q3 		$268M Buy
5,855,119
+888,191
+18% +$41.4M 5.09% 5
2021
Q2 		$225M Buy
4,966,928
+218,899
+5% +$10M 4.52% 10
2021
Q1 		$207M Sell
4,748,029
-176,535
-4% -$7.51M 4.42% 9
2020
Q4 		$208M Sell
4,924,564
-2,115,019
-30% -$79.9M 4.65% 9
2020
Q3 		$233M Buy
7,039,583
+19,855
+0.3% +$612K 5.99% 7
2020
Q2 		$201M Sell
7,019,728
-173,578
-2% -$4.7M 5.01% 6
2020
Q1 		$169M Sell
7,193,306
-798,197
-10% -$29.5M 4.03% 10
2019
Q4 		$319M Buy
7,991,503
+774,398
+11% +$29.3M 5.32% 6
2019
Q3 		$253M Buy
7,217,105
+1,516
+0% +$53.7K 4.41% 10
2019
Q2 		$248M Buy
7,215,589
+1,449,434
+25% +$52M 4.07% 8
2019
Q1 		$208M Buy
5,766,155
+1,638,939
+40% +$61.6M 3.01% 12
2018
Q4 		$152M Buy
4,127,216
+3,190,891
+341% +$127M 2.17% 17
2018
Q3 		$45.1M Buy
+936,325
New +$46.6M 0.54% 23

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 $5.72T AUM 30.48% 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 $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Southeastern Asset Management's LAZ Position: Q1 2026 in Review

Southeastern Asset Management held its Lazard (LAZ) position steady in Q1 2026 at 18,608 shares worth $790K. The position accounts for 0.04% of the portfolio, ranked #44.

Southeastern Asset Management first reported a position in LAZ in Q3 2018 and has held it in 31 quarters since. The position peaked at $319M in Q4 2019. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Southeastern Asset Management held 18,608 shares of Lazard worth $790K as of Q1 2026.
  • Southeastern Asset Management left its Lazard share count unchanged in Q1 2026.
  • Lazard made up 0.04% of Southeastern Asset Management's portfolio in Q1 2026, its #44 holding.
  • Southeastern Asset Management first reported a position in Lazard in Q3 2018 and has held it in 31 quarters since.
  • Southeastern Asset Management's Lazard position peaked at $319M in Q4 2019.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Southeastern Asset Management's 13F filing for Q1 2026, filed 15 May 2026.