Yousif Capital Management’s La-Z-Boy LZB Stock Holding History

Yousif Capital Management’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 Q2	$442K	Sell	11,008 -7	-0.1%	-$253	﹤0.01%	1393
2026 Q1	$354K	Sell	11,015 -73	-0.7%	-$2.64K	﹤0.01%	1551
2025 Q4	$425K	Sell	11,088 -1,644	-13%	-$57.6K	﹤0.01%	1489
2025 Q3	$437K	Sell	12,732 -2,577	-17%	-$94.5K	﹤0.01%	1496
2025 Q2	$569K	Sell	15,309 -113	-0.7%	-$4.52K	0.01%	1400
2025 Q1	$603K	Sell	15,422 -452	-3%	-$19.6K	0.01%	1362
2024 Q4	$692K	Sell	15,874 -438	-3%	-$18.5K	0.01%	1337
2024 Q3	$700K	Sell	16,312 -821	-5%	-$33.8K	0.01%	1349
2024 Q2	$639K	Sell	17,133 -2,177	-11%	-$76.8K	0.01%	1350
2024 Q1	$726K	Sell	19,310 -2,080	-10%	-$76K	0.01%	1348
2023 Q4	$790K	Sell	21,390 -120	-0.6%	-$3.87K	0.01%	1336
2023 Q3	$664K	Sell	21,510 -1,609	-7%	-$49.5K	0.01%	1343
2023 Q2	$662K	Sell	23,119 -1,289	-5%	-$36K	0.01%	1367
2023 Q1	$710K	Sell	24,408 -3,040	-11%	-$86.5K	0.01%	1317
2022 Q4	$626K	Sell	27,448 -7,835	-22%	-$191K	0.01%	1397
2022 Q3	$796K	Sell	35,283 -356	-1%	-$9.45K	0.01%	1306
2022 Q2	$845K	Sell	35,639 -4,635	-12%	-$119K	0.01%	1316
2022 Q1	$1.06M	Sell	40,274 -565	-1%	-$18.1K	0.01%	1328
2021 Q4	$1.48M	Buy	+40,839	New	+$1.42M	0.02%	1178

Other funds holding LZB

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Yousif Capital Management's LZB Position: Q2 2026 in Review

Yousif Capital Management reduced its La-Z-Boy (LZB) stake by 0.06% in Q2 2026, selling an estimated $253 and leaving 11,008 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Yousif Capital Management first reported a position in LZB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q4 2021. 20 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

Yousif Capital Management held 11,008 shares of La-Z-Boy worth $442K as of Q2 2026.
Yousif Capital Management sold 7 La-Z-Boy shares in Q2 2026, an estimated $253.
La-Z-Boy made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1393 holding.
Yousif Capital Management first reported a position in La-Z-Boy in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's La-Z-Boy position peaked at $1.48M in Q4 2021.
20 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.