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Twin Peaks Wealth Advisors’s La-Z-Boy LZB Stock Holding History

Twin Peaks Wealth Advisors’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 		$4.69K Buy
+146
New +$5.27K ﹤0.01% 1420
2025
Q3 		– Sell
-98
Closed -$3.73K – 1299
2025
Q2 		$3.73K Buy
+98
New +$3.92K ﹤0.01% 1432

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

Twin Peaks Wealth Advisors's LZB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in La-Z-Boy (LZB) in Q1 2026: 146 shares worth $4.69K. The stake represents ﹤0.01% of the portfolio and ranks #1420 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in LZB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in LZB in Q2 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 146 shares of La-Z-Boy worth $4.69K as of Q1 2026.
  • La-Z-Boy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • La-Z-Boy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1420 holding.
  • Twin Peaks Wealth Advisors first reported a position in La-Z-Boy in Q2 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.