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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
Q2 		– Sell
-146
Closed -$4.69K – 1372
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's LZB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of La-Z-Boy (LZB) in Q2 2026, closing a stake of 146 shares — an estimated $4.69K sold.

Twin Peaks Wealth Advisors first reported a position in LZB in Q2 2025 and held it in 2 quarters. The position peaked at $4.69K in Q1 2026. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining La-Z-Boy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 146 La-Z-Boy shares in Q2 2026, an estimated $4.69K.
  • Twin Peaks Wealth Advisors first reported a position in La-Z-Boy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's La-Z-Boy position peaked at $4.69K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.