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DLK Investment Management’s Verizon VZ Stock Holding History

DLK Investment Management’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
Q3 		$249K Sell
5,437
-131
-2% -$6.16K 0.09% 69
2026
Q2 		$230K Sell
5,568
-45
-0.8% -$2.11K 0.1% 75
2026
Q1 		$282K Sell
5,613
-11
-0.2% -$510 0.11% 65
2025
Q4 		$229K Buy
5,624
+43
+0.8% +$1.74K 0.09% 73
2025
Q3 		$245K Buy
5,581
+4
+0.1% +$173 0.09% 71
2025
Q2 		$241K Sell
5,577
-50
-0.9% -$2.17K 0.09% 70
2025
Q1 		$255K Buy
5,627
+260
+5% +$10.8K 0.11% 61
2024
Q4 		$215K Sell
5,367
-254
-5% -$10.7K 0.09% 71
2024
Q3 		$252K Buy
5,621
+53
+1% +$2.21K 0.1% 76
2024
Q2 		$230K Buy
5,568
+489
+10% +$19.7K 0.09% 77
2024
Q1 		$213K Buy
+5,079
New +$205K 0.09% 77

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

DLK Investment Management's VZ Position: Q3 2026 in Review

DLK Investment Management reduced its Verizon (VZ) stake by 2.4% in Q3 2026, selling an estimated $6.16K and leaving 5,437 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #69.

DLK Investment Management first reported a position in VZ in Q1 2024 and has held it in 11 quarters since. The position peaked at $282K in Q1 2026. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • DLK Investment Management held 5,437 shares of Verizon worth $249K as of Q3 2026.
  • DLK Investment Management sold 131 Verizon shares in Q3 2026, an estimated $6.16K.
  • Verizon made up 0.09% of DLK Investment Management's portfolio in Q3 2026, its #69 holding.
  • DLK Investment Management first reported a position in Verizon in Q1 2024 and has held it in 11 quarters since.
  • DLK Investment Management's Verizon position peaked at $282K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.