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Carnegie Lake Advisors’s Verizon VZ Stock Holding History

Carnegie Lake Advisors’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$572K Sell
11,393
-350
-3% -$16.2K 0.23% 101
2025
Q4 		$478K Sell
11,743
-500
-4% -$20.3K 0.18% 108
2025
Q3 		$538K Hold
12,243
– – 0.21% 107
2025
Q2 		$530K Sell
12,243
-8,760
-42% -$379K 0.21% 103
2025
Q1 		$953K Sell
21,003
-445
-2% -$18.5K 0.39% 72
2024
Q4 		$858K Hold
21,448
– – 0.35% 77
2024
Q3 		$963K Buy
+21,448
New +$895K 0.38% 72

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carnegie Lake Advisors's VZ Position: Q1 2026 in Review

Carnegie Lake Advisors reduced its Verizon (VZ) stake by 3% in Q1 2026, selling an estimated $16.2K and leaving 11,393 shares worth $572K. The position accounts for 0.23% of the portfolio, ranked #101.

Carnegie Lake Advisors first reported a position in VZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $963K in Q3 2024. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Carnegie Lake Advisors held 11,393 shares of Verizon worth $572K as of Q1 2026.
  • Carnegie Lake Advisors sold 350 Verizon shares in Q1 2026, an estimated $16.2K.
  • Verizon made up 0.23% of Carnegie Lake Advisors's portfolio in Q1 2026, its #101 holding.
  • Carnegie Lake Advisors first reported a position in Verizon in Q3 2024 and has held it in 7 quarters since.
  • Carnegie Lake Advisors's Verizon position peaked at $963K in Q3 2024.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.