SummerHaven Investment Management’s La-Z-Boy LZB Stock Holding History

SummerHaven Investment Management’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 Q2	$721K	Hold	17,972	–	–	0.39%	145
2026 Q1	$578K	Sell	17,972 -3,313	-16%	-$120K	0.35%	153
2025 Q4	$793K	Hold	21,285	–	–	0.45%	133
2025 Q3	$731K	Buy	+21,285	New	+$781K	0.43%	167
2024 Q3	–	Sell	-25,332	Closed	-$944K	–	245
2024 Q2	$944K	Buy	25,332 +418	+2%	+$14.7K	0.62%	55
2024 Q1	$937K	Buy	24,914 +265	+1%	+$9.68K	0.59%	60
2023 Q4	$910K	Buy	24,649 +302	+1%	+$9.73K	0.58%	55
2023 Q3	$752K	Sell	24,347 -2,075	-8%	-$63.9K	0.55%	54
2023 Q2	$757K	Sell	26,422 -4,259	-14%	-$119K	0.48%	97
2023 Q1	$892K	Buy	30,681 +592	+2%	+$16.8K	0.52%	84
2022 Q4	$687K	Buy	30,089 +426	+1%	+$10.4K	0.41%	151
2022 Q3	$669K	Buy	+29,663	New	+$788K	0.46%	128

Other funds holding LZB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

SummerHaven Investment Management's LZB Position: Q2 2026 in Review

SummerHaven Investment Management held its La-Z-Boy (LZB) position steady in Q2 2026 at 17,972 shares worth $721K. The position accounts for 0.39% of the portfolio, ranked #145.

SummerHaven Investment Management first reported a position in LZB in Q3 2022 and has held it in 12 quarters since. The position peaked at $944K in Q2 2024. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

SummerHaven Investment Management held 17,972 shares of La-Z-Boy worth $721K as of Q2 2026.
SummerHaven Investment Management left its La-Z-Boy share count unchanged in Q2 2026.
La-Z-Boy made up 0.39% of SummerHaven Investment Management's portfolio in Q2 2026, its #145 holding.
SummerHaven Investment Management first reported a position in La-Z-Boy in Q3 2022 and has held it in 12 quarters since.
SummerHaven Investment Management's La-Z-Boy position peaked at $944K in Q2 2024.
270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.