WA
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Westfuller Advisors’s Lazard LAZ Stock Holding History

Westfuller Advisors’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.5K Sell
1,282
-268
-17% -$13.1K 0.02% 270
2025
Q4 		$75.3K Sell
1,550
-31
-2% -$1.55K 0.03% 258
2025
Q3 		$83.4K Buy
+1,581
New +$85.3K 0.04% 236

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westfuller Advisors's LAZ Position: Q1 2026 in Review

Westfuller Advisors reduced its Lazard (LAZ) stake by 17% in Q1 2026, selling an estimated $13.1K and leaving 1,282 shares worth $54.5K. The position accounts for 0.02% of the portfolio, ranked #270.

Westfuller Advisors first reported a position in LAZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $83.4K in Q3 2025. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Westfuller Advisors held 1,282 shares of Lazard worth $54.5K as of Q1 2026.
  • Westfuller Advisors sold 268 Lazard shares in Q1 2026, an estimated $13.1K.
  • Lazard made up 0.02% of Westfuller Advisors's portfolio in Q1 2026, its #270 holding.
  • Westfuller Advisors first reported a position in Lazard in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Lazard position peaked at $83.4K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.