Back to LZB
SAX WEALTH ADVISORS, LLC → LZB
SAX WEALTH ADVISORS, LLC LZB Position History
La-Z-Boy Incorporated • Consumer Cyclical
Quarters held
4
Latest value
$309K
Q3 2026
Peak value
$309K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $286K |
| Q1 2026 | $286K |
| Q2 2026 | $247K |
| Q3 2026 | $309K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $309K | 10.4K | — | — |
| Q2 2026 | $247K | 7.7K | — | — |
| Q1 2026 | $286K | 7.7K | — | — |
| Q4 2025 | $286K | 7.7K | — | — |
Other funds holding LZB
$177.4M
$67.2M
$67.2M
$60.2M
$52.3M
$49.3M
$44.3M