UBS AM
LZB icon

UBS AM’s La-Z-Boy LZB Stock Holding History

UBS AM’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 		$2.33M Buy
72,432
+7,491
+12% +$271K ﹤0.01% 1963
2025
Q4 		$2.42M Sell
64,941
-12,719
-16% -$446K ﹤0.01% 1811
2025
Q3 		$2.67M Sell
77,660
-44,858
-37% -$1.65M ﹤0.01% 1634
2025
Q2 		$4.55M Buy
122,518
+43,073
+54% +$1.72M ﹤0.01% 1760
2025
Q1 		$3.11M Sell
79,445
-7,091
-8% -$307K ﹤0.01% 1797
2024
Q4 		$3.77M Sell
86,536
-3,563
-4% -$151K ﹤0.01% 1746
2024
Q3 		$3.87M Sell
90,099
-9,405
-9% -$387K ﹤0.01% 1711
2024
Q2 		$3.71M Buy
99,504
+37,527
+61% +$1.32M ﹤0.01% 1662
2024
Q1 		$2.33M Hold
61,977
– – ﹤0.01% 1614
2023
Q4 		$2.29M Buy
61,977
+7,301
+13% +$235K ﹤0.01% 1626
2023
Q3 		$1.69M Buy
54,676
+7,084
+15% +$218K ﹤0.01% 1712
2023
Q2 		$1.38M Hold
47,592
– – ﹤0.01% 1852
2023
Q1 		$1.38M Sell
47,592
-4,782
-9% -$136K ﹤0.01% 1852
2022
Q4 		$1.2M Sell
52,374
-2,143
-4% -$52.1K ﹤0.01% 1771
2022
Q3 		$1.23M Sell
54,517
-2,728
-5% -$72.4K ﹤0.01% 1847
2022
Q2 		$1.36M Sell
57,245
-1,158
-2% -$29.8K ﹤0.01% 1807
2022
Q1 		$1.54M Buy
58,403
+8,059
+16% +$258K ﹤0.01% 1934
2021
Q4 		$1.83M Sell
50,344
-6,416
-11% -$224K ﹤0.01% 1910
2021
Q3 		$1.83M Buy
56,760
+3,126
+6% +$108K ﹤0.01% 1877
2021
Q2 		$1.99M Buy
53,634
+1,797
+3% +$75.5K ﹤0.01% 1849
2021
Q1 		$2.2M Hold
51,837
– – ﹤0.01% 1709
2020
Q4 		$2.07M Sell
51,837
-3,104
-6% -$115K ﹤0.01% 1671
2020
Q3 		$1.74M Buy
54,941
+9,757
+22% +$297K ﹤0.01% 1606
2020
Q2 		$1.22M Sell
45,184
-2,782
-6% -$66.9K ﹤0.01% 1717
2020
Q1 		$986K Buy
47,966
+1,926
+4% +$54.7K ﹤0.01% 1699
2019
Q4 		$1.45M Buy
46,040
+1,310
+3% +$43.9K ﹤0.01% 1734
2019
Q3 		$1.5M Buy
44,730
+9,706
+28% +$310K ﹤0.01% 1745
2019
Q2 		$1.07M Buy
35,024
+1,388
+4% +$45.3K ﹤0.01% 1852
2019
Q1 		$1.11M Buy
33,636
+5,029
+18% +$159K ﹤0.01% 1787
2018
Q4 		$793K Hold
28,607
– – ﹤0.01% 1835
2018
Q3 		$904K Hold
28,607
– – ﹤0.01% 1849
2018
Q2 		$875K Buy
28,607
+4,800
+20% +$147K ﹤0.01% 1862
2018
Q1 		$713K Buy
23,807
+3,200
+16% +$98.2K ﹤0.01% 1886
2017
Q4 		$643K Buy
20,607
+1,410
+7% +$40.7K ﹤0.01% 1889
2017
Q3 		$516K Buy
19,197
+840
+5% +$24.5K ﹤0.01% 1937
2017
Q2 		$597K Buy
18,357
+6,859
+60% +$193K ﹤0.01% 1830
2017
Q1 		$310K Sell
11,498
-6,859
-37% -$195K ﹤0.01% 2002
2016
Q4 		$570K Sell
18,357
-6,741
-27% -$182K ﹤0.01% 1776
2016
Q3 		$616K Buy
25,098
+2,100
+9% +$59.1K ﹤0.01% 1877
2016
Q2 		$640K Hold
22,998
– – ﹤0.01% 1842
2016
Q1 		$615K Sell
22,998
-2,500
-10% -$58.5K ﹤0.01% 1833
2015
Q4 		$623K Buy
25,498
+1,600
+7% +$42.9K ﹤0.01% 1924
2015
Q3 		$635K Hold
23,898
– – ﹤0.01% 1899
2015
Q2 		$629K Buy
23,898
+3,200
+15% +$86.3K ﹤0.01% 1933
2015
Q1 		$582K Buy
20,698
+1,100
+6% +$29.2K ﹤0.01% 1905
2014
Q4 		$526K Hold
19,598
– – ﹤0.01% 1916
2014
Q3 		$388K Buy
19,598
+1,600
+9% +$34.7K ﹤0.01% 1999
2014
Q2 		$417K Hold
17,998
– – ﹤0.01% 1990
2014
Q1 		$488K Hold
17,998
– – ﹤0.01% 1908
2013
Q4 		$558K Sell
17,998
-2,600
-13% -$67.2K ﹤0.01% 1750
2013
Q3 		$468K Hold
20,598
– – ﹤0.01% 1813
2013
Q2 		$418K Buy
+20,598
New +$381K ﹤0.01% 1784

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

UBS AM's LZB Position: Q1 2026 in Review

UBS AM increased its La-Z-Boy (LZB) stake by 12% in Q1 2026, buying an estimated $271K and bringing the position to 72,432 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

UBS AM first reported a position in LZB in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.55M in Q2 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • UBS AM held 72,432 shares of La-Z-Boy worth $2.33M as of Q1 2026.
  • UBS AM bought 7,491 La-Z-Boy shares in Q1 2026, an estimated $271K.
  • La-Z-Boy made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1963 holding.
  • UBS AM first reported a position in La-Z-Boy in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's La-Z-Boy position peaked at $4.55M in Q2 2025.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.