Lakeridge Wealth Management’s Verizon VZ Stock Holding History

Lakeridge Wealth 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 Q2	$297K	Buy	7,007 +188	+3%	+$8.82K	0.11%	146
2026 Q1	$342K	Buy	6,819 +234	+4%	+$10.8K	0.15%	122
2025 Q4	$268K	Sell	6,585 -127	-2%	-$5.15K	0.12%	135
2025 Q3	$295K	Buy	6,712 +21	+0.3%	+$909	0.13%	120
2025 Q2	$290K	Sell	6,691 -114	-2%	-$4.94K	0.13%	120
2025 Q1	$309K	Sell	6,805 -732	-10%	-$30.5K	0.15%	118
2024 Q4	$301K	Buy	7,537 +49	+0.7%	+$2.07K	0.16%	112
2024 Q3	$336K	Sell	7,488 -585	-7%	-$24.4K	0.18%	104
2024 Q2	$333K	Sell	8,073 -132	-2%	-$5.32K	0.2%	99
2024 Q1	$344K	Buy	8,205 +29	+0.4%	+$1.17K	0.22%	90
2023 Q4	$308K	Buy	+8,176	New	+$289K	0.22%	89

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lakeridge Wealth Management's VZ Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Verizon (VZ) stake by 2.8% in Q2 2026, buying an estimated $8.82K and bringing the position to 7,007 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #146.

Lakeridge Wealth Management first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $344K in Q1 2024. 1,744 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Lakeridge Wealth Management held 7,007 shares of Verizon worth $297K as of Q2 2026.
Lakeridge Wealth Management bought 188 Verizon shares in Q2 2026, an estimated $8.82K.
Verizon made up 0.11% of Lakeridge Wealth Management's portfolio in Q2 2026, its #146 holding.
Lakeridge Wealth Management first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Verizon position peaked at $344K in Q1 2024.
1,744 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.