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Systematic Financial Management’s La-Z-Boy LZB Stock Holding History

Systematic Financial 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
Q1 		$19M Buy
591,840
+26,009
+5% +$940K 0.44% 91
2025
Q4 		$21.1M Sell
565,831
-9,508
-2% -$333K 0.5% 82
2025
Q3 		$19.7M Buy
575,339
+38,847
+7% +$1.42M 0.48% 84
2025
Q2 		$19.9M Sell
536,492
-1,288
-0.2% -$51.5K 0.53% 78
2025
Q1 		$21M Sell
537,780
-48,327
-8% -$2.1M 0.6% 67
2024
Q4 		$25.5M Buy
586,107
+22,423
+4% +$948K 0.65% 62
2024
Q3 		$24.2M Buy
563,684
+48,263
+9% +$1.99M 0.62% 69
2024
Q2 		$19.2M Sell
515,421
-28,766
-5% -$1.01M 0.58% 75
2024
Q1 		$20.5M Sell
544,187
-11,300
-2% -$413K 0.57% 73
2023
Q4 		$20.5M Sell
555,487
-7,155
-1% -$231K 0.61% 74
2023
Q3 		$17.4M Sell
562,642
-11,138
-2% -$343K 0.56% 79
2023
Q2 		$16.4M Sell
573,780
-21,449
-4% -$599K 0.52% 93
2023
Q1 		$17.3M Sell
595,229
-7,236
-1% -$206K 0.57% 84
2022
Q4 		$13.7M Buy
602,465
+959
+0.2% +$23.3K 0.45% 98
2022
Q3 		$13.6M Sell
601,506
-5,490
-0.9% -$146K 0.5% 92
2022
Q2 		$14.4M Sell
606,996
-54,542
-8% -$1.4M 0.5% 98
2022
Q1 		$17.4M Buy
661,538
+14,117
+2% +$452K 0.54% 88
2021
Q4 		$23.5M Sell
647,421
-11,022
-2% -$385K 0.7% 63
2021
Q3 		$21.2M Buy
658,443
+25,311
+4% +$872K 0.66% 71
2021
Q2 		$23.5M Buy
633,132
+125,603
+25% +$5.28M 0.71% 61
2021
Q1 		$21.6M Buy
507,529
+29,056
+6% +$1.22M 0.79% 47
2020
Q4 		$19.1M Sell
478,473
-11,711
-2% -$434K 0.84% 39
2020
Q3 		$15.5M Sell
490,184
-7,486
-2% -$228K 0.85% 36
2020
Q2 		$13.5M Sell
497,670
-20,880
-4% -$502K 0.7% 54
2020
Q1 		$10.7M Buy
518,550
+18,854
+4% +$536K 0.65% 61
2019
Q4 		$15.7M Buy
499,696
+51,553
+12% +$1.73M 0.62% 75
2019
Q3 		$15.1M Sell
448,143
-795
-0.2% -$25.4K 0.67% 65
2019
Q2 		$13.8M Buy
448,938
+2,708
+0.6% +$88.3K 0.54% 78
2019
Q1 		$14.7M Buy
446,230
+8,953
+2% +$283K 0.5% 67
2018
Q4 		$12.1M Buy
437,277
+67,384
+18% +$1.9M 0.37% 103
2018
Q3 		$11.7M Buy
369,893
+10,681
+3% +$340K 0.28% 141
2018
Q2 		$11M Sell
359,212
-13,961
-4% -$429K 0.27% 150
2018
Q1 		$11.2M Buy
373,173
+59,957
+19% +$1.84M 0.25% 154
2017
Q4 		$9.77M Sell
313,216
-22,103
-7% -$638K 0.2% 164
2017
Q3 		$9.02M Buy
335,319
+1,756
+0.5% +$51.2K 0.18% 163
2017
Q2 		$10.8M Sell
333,563
-24,132
-7% -$677K 0.2% 145
2017
Q1 		$9.66M Sell
357,695
-39,424
-10% -$1.12M 0.17% 161
2016
Q4 		$12.3M Sell
397,119
-168,938
-30% -$4.57M 0.2% 159
2016
Q3 		$13.9M Sell
566,057
-23,491
-4% -$661K 0.19% 146
2016
Q2 		$16.4M Buy
589,548
+68,829
+13% +$1.8M 0.22% 115
2016
Q1 		$13.9M Buy
520,719
+146,132
+39% +$3.42M 0.17% 144
2015
Q4 		$9.15M Sell
374,587
-34,158
-8% -$917K 0.1% 201
2015
Q3 		$10.9M Sell
408,745
-16,916
-4% -$449K 0.12% 201
2015
Q2 		$11.2M Sell
425,661
-12,799
-3% -$345K 0.1% 227
2015
Q1 		$12.3M Sell
438,460
-17,145
-4% -$456K 0.1% 241
2014
Q4 		$12.2M Sell
455,605
-20,527
-4% -$485K 0.09% 237
2014
Q3 		$9.42M Sell
476,132
-30,890
-6% -$670K 0.07% 285
2014
Q2 		$11.7M Buy
507,022
+12,804
+3% +$317K 0.08% 255
2014
Q1 		$13.4M Sell
494,218
-5,301
-1% -$145K 0.09% 237
2013
Q4 		$15.5M Sell
499,519
-17,919
-3% -$463K 0.11% 196
2013
Q3 		$11.8M Sell
517,438
-108,385
-17% -$2.35M 0.09% 219
2013
Q2 		$12.7M Buy
+625,823
New +$11.6M 0.11% 187

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Financial Management's LZB Position: Q1 2026 in Review

Systematic Financial Management increased its La-Z-Boy (LZB) stake by 4.6% in Q1 2026, buying an estimated $940K and bringing the position to 591,840 shares worth $19M. The position accounts for 0.44% of the portfolio, ranked #91.

Systematic Financial Management first reported a position in LZB in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.5M in Q4 2024. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Systematic Financial Management held 591,840 shares of La-Z-Boy worth $19M as of Q1 2026.
  • Systematic Financial Management bought 26,009 La-Z-Boy shares in Q1 2026, an estimated $940K.
  • La-Z-Boy made up 0.44% of Systematic Financial Management's portfolio in Q1 2026, its #91 holding.
  • Systematic Financial Management first reported a position in La-Z-Boy in Q2 2013 and has held it in 52 quarters since.
  • Systematic Financial Management's La-Z-Boy position peaked at $25.5M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.