WIM
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Westside Investment Management’s Lazard LAZ Stock Holding History

Westside Investment Management’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
Q2 		$1.26K Hold
30
– – ﹤0.01% 1375
2026
Q1 		$1.27K Hold
30
– – ﹤0.01% 1366
2025
Q4 		$1.46K Buy
+30
New +$1.5K ﹤0.01% 1348

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Westside Investment Management's LAZ Position: Q2 2026 in Review

Westside Investment Management held its Lazard (LAZ) position steady in Q2 2026 at 30 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Westside Investment Management first reported a position in LAZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46K in Q4 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Westside Investment Management held 30 shares of Lazard worth $1.26K as of Q2 2026.
  • Westside Investment Management left its Lazard share count unchanged in Q2 2026.
  • Lazard made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1375 holding.
  • Westside Investment Management first reported a position in Lazard in Q4 2025 and has held it in 3 quarters since.
  • Westside Investment Management's Lazard position peaked at $1.46K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.