LSAG
VZ icon

Lake Street Advisors Group’s Verizon VZ Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$1.1M Buy
27,523
+1,143
+4% +$48.2K 0.05% 210
2024
Q3 		$1.18M Sell
26,380
-96
-0.4% -$4.01K 0.05% 191
2024
Q2 		$1.09M Sell
26,476
-481
-2% -$19.4K 0.05% 201
2024
Q1 		$1.13M Buy
26,957
+3,714
+16% +$150K 0.05% 209
2023
Q4 		$876K Sell
23,243
-1,698
-7% -$60.1K 0.04% 240
2023
Q3 		$808K Sell
24,941
-11,634
-32% -$393K 0.05% 177
2023
Q2 		$1.36M Buy
36,575
+3,325
+10% +$123K 0.08% 151
2023
Q1 		$1.29M Buy
33,250
+4,804
+17% +$189K 0.08% 146
2022
Q4 		$1.12M Buy
28,446
+4,074
+17% +$154K 0.07% 142
2022
Q3 		$925K Sell
24,372
-3,025
-11% -$135K 0.07% 154
2022
Q2 		$1.39M Sell
27,397
-10,532
-28% -$533K 0.1% 130
2022
Q1 		$1.93M Buy
37,929
+9,926
+35% +$526K 0.12% 113
2021
Q4 		$1.46M Buy
+28,003
New +$1.46M 0.09% 131
2021
Q3 		– Sell
-18,032
Closed -$1M – 431
2021
Q2 		$1M Sell
18,032
-2,030
-10% -$117K 0.07% 110
2021
Q1 		$1.17M Sell
20,062
-1,332
-6% -$75.2K 0.09% 93
2020
Q4 		$1.26M Buy
21,394
+678
+3% +$40.3K 0.1% 81
2020
Q3 		$1.23M Buy
20,716
+289
+1% +$16.8K 0.12% 78
2020
Q2 		$1.13M Buy
20,427
+1,103
+6% +$62K 0.11% 75
2020
Q1 		$1.04M Buy
19,324
+4,562
+31% +$261K 0.13% 68
2019
Q4 		$906K Buy
14,762
+878
+6% +$53K 0.09% 70
2019
Q3 		$760K Buy
13,884
+1,045
+8% +$60.2K 0.08% 69
2019
Q2 		$733K Sell
12,839
-267
-2% -$15.4K 0.08% 70
2019
Q1 		$775K Sell
13,106
-1,427
-10% -$80.8K 0.08% 69
2018
Q4 		$817K Buy
14,533
+4,191
+41% +$238K 0.1% 62
2018
Q3 		$552K Sell
10,342
-10,172
-50% -$538K 0.06% 87
2018
Q2 		$1.03M Buy
20,514
+1,086
+6% +$52.6K 0.1% 75
2018
Q1 		$929K Buy
19,428
+954
+5% +$47.9K 0.1% 72
2017
Q4 		$978K Buy
+18,474
New +$908K 0.11% 71

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lake Street Advisors Group's VZ Position: Q4 2024 in Review

Lake Street Advisors Group increased its Verizon (VZ) stake by 4.3% in Q4 2024, buying an estimated $48.2K and bringing the position to 27,523 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #210.

Lake Street Advisors Group first reported a position in VZ in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.93M in Q1 2022. 3,048 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Lake Street Advisors Group held 27,523 shares of Verizon worth $1.1M as of Q4 2024.
  • Lake Street Advisors Group bought 1,143 Verizon shares in Q4 2024, an estimated $48.2K.
  • Verizon made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #210 holding.
  • Lake Street Advisors Group first reported a position in Verizon in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's Verizon position peaked at $1.93M in Q1 2022.
  • 3,048 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.