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BOLTON SECURITIES CORPORATION’s La-Z-Boy LZB Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$151K Sell
5,104
-675
-12% -$24.3K 0.01% 989
2026
Q2 		$232K Hold
5,779
– – 0.01% 858
2026
Q1 		$186K Buy
+5,779
New +$209K 0.01% 826
2025
Q3 		$198K Buy
+5,779
New +$212K 0.01% 749
2025
Q1 		$235K Buy
+6,009
New +$261K 0.01% 654

Other funds holding LZB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LZB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its La-Z-Boy (LZB) stake by 12% in Q3 2026, selling an estimated $24.3K and leaving 5,104 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #989.

BOLTON SECURITIES CORPORATION first reported a position in LZB in Q1 2025 and has held it in 5 quarters since. The position peaked at $235K in Q1 2025. 154 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 5,104 shares of La-Z-Boy worth $151K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 675 La-Z-Boy shares in Q3 2026, an estimated $24.3K.
  • La-Z-Boy made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #989 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in La-Z-Boy in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's La-Z-Boy position peaked at $235K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.