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SummitTX Capital’s Lazard LAZ Stock Holding History

SummitTX Capital’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
2025
Q4 		– Sell
-5,220
Closed -$276K – 852
2025
Q3 		$276K Sell
5,220
-4,541
-47% -$245K 0.01% 650
2025
Q2 		$468K Buy
9,761
+4,091
+72% +$171K 0.02% 522
2025
Q1 		$246K Buy
+5,670
New +$282K 0.01% 694

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SummitTX Capital's LAZ Position: Q4 2025 in Review

SummitTX Capital sold out of Lazard (LAZ) in Q4 2025, closing a stake of 5,220 shares — an estimated $276K sold.

SummitTX Capital first reported a position in LAZ in Q1 2025 and held it in 3 quarters. The position peaked at $468K in Q2 2025. 336 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • SummitTX Capital reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 5,220 Lazard shares in Q4 2025, an estimated $276K.
  • SummitTX Capital first reported a position in Lazard in Q1 2025 and held it in 3 quarters.
  • SummitTX Capital's Lazard position peaked at $468K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.