Wellington Management Group’s La-Z-Boy LZB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.78M | Sell |
210,849
-61,408
| -23% | -$2.22M | ﹤0.01% | 1346 |
|
|
2025
Q4 | $10.1M | Sell |
272,257
-1,877
| -0.7% | -$65.8K | ﹤0.01% | 1249 |
|
|
2025
Q3 | $9.41M | Sell |
274,134
-264,378
| -49% | -$9.7M | ﹤0.01% | 1280 |
|
|
2025
Q2 | $20M | Buy |
538,512
+126,764
| +31% | +$5.07M | ﹤0.01% | 962 |
|
|
2025
Q1 | $16.1M | Buy |
411,748
+100,170
| +32% | +$4.34M | ﹤0.01% | 1044 |
|
|
2024
Q4 | $13.6M | Buy |
311,578
+237,578
| +321% | +$10M | ﹤0.01% | 1104 |
|
|
2024
Q3 | $3.18M | Buy |
+74,000
| New | +$3.05M | ﹤0.01% | 1436 |
|
|
2023
Q1 | – | Sell |
-22,564
| Closed | -$515K | – | 2064 |
|
|
2022
Q4 | $515K | Buy |
22,564
+9,399
| +71% | +$229K | ﹤0.01% | 1803 |
|
|
2022
Q3 | $297K | Buy |
+13,165
| New | +$350K | ﹤0.01% | 1910 |
|
|
2022
Q2 | – | Sell |
-350,000
| Closed | -$9.23M | – | 2147 |
|
|
2022
Q1 | $9.23M | Sell |
350,000
-2,236,282
| -86% | -$71.6M | ﹤0.01% | 1218 |
|
|
2021
Q4 | $93.9M | Sell |
2,586,282
-23,119
| -0.9% | -$807K | 0.02% | 650 |
|
|
2021
Q3 | $84.1M | Sell |
2,609,401
-29,413
| -1% | -$1.01M | 0.01% | 667 |
|
|
2021
Q2 | $97.7M | Sell |
2,638,814
-1,469,430
| -36% | -$61.8M | 0.02% | 636 |
|
|
2021
Q1 | $175M | Sell |
4,108,244
-48,575
| -1% | -$2.03M | 0.03% | 456 |
|
|
2020
Q4 | $166M | Sell |
4,156,819
-11,711
| -0.3% | -$434K | 0.03% | 458 |
|
|
2020
Q3 | $132M | Sell |
4,168,530
-87,036
| -2% | -$2.65M | 0.03% | 467 |
|
|
2020
Q2 | $115M | Buy |
4,255,566
+76,262
| +2% | +$1.83M | 0.03% | 488 |
|
|
2020
Q1 | $85.9M | Sell |
4,179,304
-69,980
| -2% | -$1.99M | 0.02% | 500 |
|
|
2019
Q4 | $134M | Buy |
4,249,284
+343,271
| +9% | +$11.5M | 0.03% | 494 |
|
|
2019
Q3 | $131M | Sell |
3,906,013
-6,342
| -0.2% | -$203K | 0.03% | 476 |
|
|
2019
Q2 | $120M | Sell |
3,912,355
-222,304
| -5% | -$7.25M | 0.03% | 513 |
|
|
2019
Q1 | $136M | Buy |
4,134,659
+15,531
| +0.4% | +$490K | 0.03% | 473 |
|
|
2018
Q4 | $114M | Sell |
4,119,128
-17,393
| -0.4% | -$491K | 0.03% | 464 |
|
|
2018
Q3 | $131M | Buy |
4,136,521
+477,016
| +13% | +$15.2M | 0.03% | 496 |
|
|
2018
Q2 | $112M | Buy |
3,659,505
+85,328
| +2% | +$2.62M | 0.02% | 541 |
|
|
2018
Q1 | $107M | Buy |
3,574,177
+42,355
| +1% | +$1.3M | 0.02% | 552 |
|
|
2017
Q4 | $110M | Buy |
3,531,822
+125,636
| +4% | +$3.63M | 0.02% | 540 |
|
|
2017
Q3 | $91.6M | Buy |
3,406,186
+122,418
| +4% | +$3.57M | 0.02% | 568 |
|
|
2017
Q2 | $107M | Buy |
3,283,768
+75,532
| +2% | +$2.12M | 0.03% | 492 |
|
|
2017
Q1 | $86.6M | Buy |
3,208,236
+134,284
| +4% | +$3.81M | 0.02% | 561 |
|
|
2016
Q4 | $95.4M | Buy |
3,073,952
+69,512
| +2% | +$1.88M | 0.02% | 521 |
|
|
2016
Q3 | $73.8M | Buy |
3,004,440
+832,357
| +38% | +$23.4M | 0.02% | 584 |
|
|
2016
Q2 | $60.4M | Sell |
2,172,083
-3,233
| -0.1% | -$84.7K | 0.02% | 625 |
|
|
2016
Q1 | $58.2M | Buy |
2,175,316
+50,884
| +2% | +$1.19M | 0.02% | 639 |
|
|
2015
Q4 | $51.9M | Sell |
2,124,432
-60,738
| -3% | -$1.63M | 0.01% | 668 |
|
|
2015
Q3 | $58M | Buy |
2,185,170
+461,930
| +27% | +$12.3M | 0.02% | 628 |
|
|
2015
Q2 | $45.4M | Buy |
1,723,240
+989,340
| +135% | +$26.7M | 0.01% | 755 |
|
|
2015
Q1 | $20.6M | Buy |
+733,900
| New | +$19.5M | 0.01% | 1030 |
|
|
2014
Q3 | – | Sell |
-80,268
| Closed | -$1.86M | – | 2206 |
|
|
2014
Q2 | $1.86M | Sell |
80,268
-97,816
| -55% | -$2.42M | ﹤0.01% | 1694 |
|
|
2014
Q1 | $4.83M | Buy |
178,084
+44,761
| +34% | +$1.22M | ﹤0.01% | 1475 |
|
|
2013
Q4 | $4.13M | Buy |
+133,323
| New | +$3.45M | ﹤0.01% | 1516 |
|
Other funds holding LZB
VPM
VCM
SAM