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SWP Investment Management’s Lazard LAZ Stock Holding History

SWP Investment 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
2025
Q2 		– Sell
-34,968
Closed -$1.51M – 46
2025
Q1 		$1.51M Buy
+34,968
New +$1.74M 1.89% 32

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SWP Investment Management's LAZ Position: Q2 2025 in Review

SWP Investment Management sold out of Lazard (LAZ) in Q2 2025, closing a stake of 34,968 shares — an estimated $1.51M sold.

SWP Investment Management first reported a position in LAZ in Q1 2025 and held it in 1 quarter. The position peaked at $1.51M in Q1 2025. 301 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • SWP Investment Management reported no remaining Lazard position as of Q2 2025 after selling out during the quarter.
  • SWP Investment Management sold 34,968 Lazard shares in Q2 2025, an estimated $1.51M.
  • SWP Investment Management first reported a position in Lazard in Q1 2025 and held it in 1 quarter.
  • SWP Investment Management's Lazard position peaked at $1.51M in Q1 2025.
  • 301 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on SWP Investment Management's 13F filing for Q2 2025, filed 1 Jul 2026.