La-Z-Boy Incorporated
US ˙ NYSE ˙ US5053361078

SecurityLZB / La-Z-Boy Incorporated
InstitutionSigma Planning Corp
Latest Disclosed Ownership11,231 shares
Latest Disclosed Value $ 360,967
Sigma Planning Corp reports 0.83% increase in ownership of LZB / La-Z-Boy Incorporated

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 11,231 shares of La-Z-Boy Incorporated (US:LZB) valued at $360,964 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 11,139 shares of La-Z-Boy Incorporated. This represents a change in shares of 0.83% during the quarter. The current value of the position is $407,348 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F LA Z BOY COM 505336107 11,231 92 0.83 361 -13.25 0.0100
2026-01-30 2025-12-31 13F LA Z BOY COM 505336107 11,139 -10 -0.09 415 8.64 0.0115
2025-11-10 2025-09-30 13F LA Z BOY COM 505336107 11,149 27 0.24 383 -7.51 0.0109
2025-08-05 2025-06-30 13F LA Z BOY COM 505336107 11,122 2 0.02 413 -4.84 0.0124
2025-05-02 2025-03-31 13F LA Z BOY COM 505336107 11,120 0 0.00 435 -10.33 0.0139
2025-02-03 2024-12-31 13F LA Z BOY COM 505336107 11,120 -647 -5.50 484 -4.16 0.0152
2024-11-04 2024-09-30 13F LA Z BOY COM 505336107 11,767 1 0.01 505 15.30 0.0155
2024-08-06 2024-06-30 13F LA Z BOY COM 505336107 11,766 4 0.03 439 -0.90 0.0139
2024-05-02 2024-03-31 13F LA Z BOY COM 505336107 11,762 11,762 443 0.0139
2024-02-01 2023-12-31 13F LA Z BOY COM 505336107 0 -18,253 -100.00 0 -100.00
2023-11-06 2023-09-30 13F LA Z BOY COM 505336107 18,253 -4 -0.02 564 7.85 0.0211
2023-08-02 2023-06-30 13F LA Z BOY COM 505336107 18,257 1 0.01 523 -1.51 0.0188
2023-05-08 2023-03-31 13F LA Z BOY COM 505336107 18,256 3 0.02 531 27.40 0.0176
2023-01-24 2022-12-31 13F LA Z BOY COM 505336107 18,253 -78 -0.43 417 0.48 0.0149
2022-11-10 2022-09-30 13F LA Z BOY COM 505336107 18,331 79 0.43 414 -4.39 0.0158
2022-08-11 2022-06-30 13F LA Z BOY COM 505336107 18,252 105 0.58 433 -9.60 0.0150
2022-04-20 2022-03-31 13F LA Z BOY COM 505336107 18,147 0 0.00 479 -27.31 0.0143
2022-02-02 2021-12-31 13F LA Z BOY INC COM Stock 505336107 18,147 -24 -0.13 659 12.46 0.0184
2021-10-28 2021-09-30 13F LA Z BOY COM 505336107 18,171 -95 -0.52 586 -13.44 0.0176
2021-08-13 2021-06-30 13F LA Z BOY INC COM Stock 505336107 18,266 975 5.64 677 -7.89 0.0202
2021-05-06 2021-03-31 13F LA Z BOY INC COM Stock 505336107 17,291 10,448 152.68 735 169.23 0.0235
2021-02-09 2020-12-31 13F LA Z BOY COM 505336107 6,843 -3,055 -30.86 273 -12.78 0.0093
2020-11-03 2020-09-30 13F LA Z BOY COM 505336107 9,898 -960 -8.84 313 6.46 0.0124
2020-07-31 2020-06-30 13F LA Z BOY COM 505336107 10,858 10,858 294 0.0129
2020-05-01 2020-03-31 13F LA Z BOY COM 505336107 0 -9,598 -100.00 0 -100.00
2020-02-03 2019-12-31 13F LA Z BOY COM 505336107 9,598 0 0.00 302 -6.21 0.0127
2019-11-01 2019-09-30 13F LA Z BOY COM 505336107 9,598 -843 -8.07 322 0.63 0.0155
2019-08-01 2019-06-30 13F LA Z BOY COM 505336107 10,441 0 0.00 320 -6.98 0.0165
2019-05-01 2019-03-31 13F LA Z BOY COM 505336107 10,441 -2,000 -16.08 344 -0.29 0.0195
2019-01-31 2018-12-31 13F LA Z BOY COM 505336107 12,441 0 0.00 345 -12.21 0.0251
2018-11-07 2018-09-30 13F LA Z BOY COM 505336107 12,441 0 0.00 393 3.15 0.0231
2018-08-02 2018-06-30 13F LA Z BOY COM 505336107 12,441 0 0.00 381 2.14 0.0255
2018-05-11 2018-03-31 13F LA Z BOY COM 505336107 12,441 12,441 373 0.0273
2015-07-14 2015-06-30 13F LA Z BOY COM 505336107 0 -12,098 -100.00 0 -100.00
2015-04-23 2015-03-31 13F LA Z BOY COM 505336107 12,098 -44 -0.36 340 4.29 0.0450
2015-02-13 2014-12-31 13F LA Z BOY COM 505336107 12,142 12,142 326 0.0431
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.