Position in LZB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$766,452
+$152,450 QoQ
Shares Held
19,104
0.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#117
of 268 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LZB Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Morningstar Investment Management LLC holds $766,452 across 1 Furnishings, Fixtures & Appliances name. LZB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LZB |
La-Z-Boy Inc
This page
|
19,104 | $766,452 |
All Filings in LZB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,452 | 19,104 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $614,002 | 19,104 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,184,887 | 31,792 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,091,101 | 31,792 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||