Spire Wealth Management’s Lazard LAZ Stock Holding History

Spire Wealth 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	$16.1K	Sell	383 -1,026	-73%	-$47K	﹤0.01%	1514
2026 Q1	$59.9K	Buy	1,409 +12	+0.9%	+$587	﹤0.01%	1123
2025 Q4	$67.8K	Buy	1,397 +104	+8%	+$5.19K	﹤0.01%	1093
2025 Q3	$68.2K	Buy	1,293 +170	+15%	+$9.17K	﹤0.01%	1131
2025 Q2	$53.9K	Sell	1,123 -164	-13%	-$6.86K	﹤0.01%	1168
2025 Q1	$55.7K	Sell	1,287 -50	-4%	-$2.49K	﹤0.01%	1239
2024 Q4	$68.8K	Buy	+1,337	New	+$71.6K	﹤0.01%	1164
2023 Q4	–	Sell	-35	Closed	-$1.08K	–	2423
2023 Q3	$1.08K	Hold	35	–	–	﹤0.01%	2237
2023 Q2	$1.12K	Sell	35 -272	-89%	-$8.41K	﹤0.01%	2293
2023 Q1	$10.2K	Sell	307 -673	-69%	-$24.8K	﹤0.01%	1839
2022 Q4	$34K	Buy	980 +77	+9%	+$2.74K	﹤0.01%	1137
2022 Q3	$29K	Buy	+903	New	+$32.5K	﹤0.01%	1168
2022 Q2	–	Sell	-50	Closed	-$2K	–	2763
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	2401
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	2776
2021 Q3	$2K	Sell	50 -50	-50%	-$2.33K	﹤0.01%	2466
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	2312
2021 Q1	$4K	Buy	+100	New	+$4.25K	﹤0.01%	2695

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Spire Wealth Management's LAZ Position: Q2 2026 in Review

Spire Wealth Management reduced its Lazard (LAZ) stake by 73% in Q2 2026, selling an estimated $47K and leaving 383 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Spire Wealth Management first reported a position in LAZ in Q1 2021 and has held it in 17 quarters since. The position peaked at $68.8K in Q4 2024. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Spire Wealth Management held 383 shares of Lazard worth $16.1K as of Q2 2026.
Spire Wealth Management sold 1,026 Lazard shares in Q2 2026, an estimated $47K.
Lazard made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1514 holding.
Spire Wealth Management first reported a position in Lazard in Q1 2021 and has held it in 17 quarters since.
Spire Wealth Management's Lazard position peaked at $68.8K in Q4 2024.
344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.