Vest Financial’s La-Z-Boy LZB Stock Holding History

Vest Financial’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	$1.21M	Sell	37,747 -26,366	-41%	-$952K	0.01%	358
2025 Q4	$2.39M	Sell	64,113 -22,822	-26%	-$800K	0.03%	308
2025 Q3	$2.98M	Sell	86,935 -11,845	-12%	-$434K	0.04%	265
2025 Q2	$3.67M	Buy	98,780 +20,485	+26%	+$819K	0.05%	211
2025 Q1	$3.06M	Buy	+78,295	New	+$3.39M	0.05%	185
2024 Q1	–	Sell	-6,516	Closed	-$241K	–	283
2023 Q4	$241K	Buy	+6,516	New	+$210K	0.01%	167

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vest Financial's LZB Position: Q1 2026 in Review

Vest Financial reduced its La-Z-Boy (LZB) stake by 41% in Q1 2026, selling an estimated $952K and leaving 37,747 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #358.

Vest Financial first reported a position in LZB in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.67M in Q2 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

Vest Financial held 37,747 shares of La-Z-Boy worth $1.21M as of Q1 2026.
Vest Financial sold 26,366 La-Z-Boy shares in Q1 2026, an estimated $952K.
La-Z-Boy made up 0.01% of Vest Financial's portfolio in Q1 2026, its #358 holding.
Vest Financial first reported a position in La-Z-Boy in Q4 2023 and has held it in 6 quarters since.
Vest Financial's La-Z-Boy position peaked at $3.67M in Q2 2025.
263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.