Lionshead Wealth Management, LLC AZZ AZZ INC

Ownership history in Lionshead Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Lionshead Wealth Management, LLC reported AZZ INC (AZZ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.29% in 2026 Q1. The latest visible filing shows AZZ at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AZZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lionshead Wealth Management, LLC's position in AZZ INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AZZ was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lionshead Wealth Management, LLC held AZZ — position size vs. price
% of Fund (quarterly)    AZZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 14,000 +7,000 +100.0% 1.29% $1.8M 2026-05-11 $148.65
2025 Q4 UNCHANGED 7,000 0% 0.56% $750K 2026-01-13 $121.47
2025 Q3 UNCHANGED 7,000 0% 0.61% $764K 2025-10-10 $98.09
2025 Q2 UNCHANGED 7,000 0% 0.61% $661K 2025-08-12 $113.00
2025 Q1 UNCHANGED 7,000 0% 0.61% $585K 2025-05-14 $90.86
2024 Q4 INITIATED 7,000 0.41% $573K 2025-02-14 $97.06

FAQ About Lionshead Wealth Management, LLC and AZZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lionshead Wealth Management, LLC reported owning AZZ?

Lionshead Wealth Management, LLC reported AZZ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AZZ position in Lionshead Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AZZ was 1.29% in 2026 Q1.

What is the latest reported AZZ position on this page?

The most recent filing on this page is 2026 Q1, when Lionshead Wealth Management, LLC reported 14,000 shares, equal to 1.29% of portfolio, with an estimated market value of $1.8M.

What does the chart on this AZZ ownership page compare?

The chart compares Lionshead Wealth Management, LLC's quarterly AZZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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