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CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

LAZ holding history

Lazard, Inc. in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LAZ overviewAll 13F holders of LAZFull Q1 2026 holdings

Shares (Q1 2026)
30,063
Value
$1.28M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of LAZ by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202630,063$1.28M<0.1%+3,736+14.2%AddedHolders
Q4 202526,327$1.28M<0.1%+3,320+14.4%AddedHolders
Q3 202523,007$1.21M<0.1%+281+1.2%AddedHolders
Q2 202522,726$1.09M<0.1%+3,168+16.2%AddedHolders
Q1 202519,558$847.0K<0.1%+343+1.8%AddedHolders
Q4 202419,215$989.0K<0.1%+16,946+746.8%AddedHolders
Q3 20242,269$114.0K<0.1%+59+2.7%AddedHolders
Q2 20242,210$84.0K<0.1%+241+12.2%AddedHolders
Q1 20241,969$82.0K<0.1%+2+0.1%AddedHolders
Q4 20231,967$68.0K<0.1%−55−2.7%ReducedHolders
Q3 20232,022$63.0K<0.1%−298−12.8%ReducedHolders
Q2 20232,320$74.0K<0.1%+505+27.8%AddedHolders
Q1 20231,815$60.0K<0.1%+1,381+318.2%AddedHolders
Q4 2022434$15.0K<0.1%00.0%UnchangedHolders
Q3 2022434$14.0K<0.1%+300+223.9%AddedHolders
Q2 2022134$4.00K<0.1%00.0%UnchangedHolders
Q1 2022134$5.00K<0.1%00.0%UnchangedHolders
Q4 2021134$6.00K<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021134$6.00K<0.1%00.0%UnchangedHolders
Q1 2021134$6.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.