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Lakeside Advisors’s Verizon VZ Stock Holding History

Lakeside 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
Q2 		– Sell
-4,382
Closed -$220K – 68
2026
Q1 		$220K Buy
+4,382
New +$203K 0.15% 64
2025
Q4 		– Sell
-5,186
Closed -$228K – 65
2025
Q3 		$228K Hold
5,186
– – 0.14% 61
2025
Q2 		$224K Sell
5,186
-499
-9% -$21.6K 0.14% 60
2025
Q1 		$258K Buy
5,685
+200
+4% +$8.33K 0.17% 57
2024
Q4 		$219K Buy
5,485
+676
+14% +$28.5K 0.15% 61
2024
Q3 		$216K Buy
+4,809
New +$201K 0.14% 62
2024
Q2 		– Sell
-4,909
Closed -$206K – 65
2024
Q1 		$206K Buy
+4,909
New +$198K 0.13% 60

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lakeside Advisors's VZ Position: Q2 2026 in Review

Lakeside Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,382 shares — an estimated $220K sold.

Lakeside Advisors first reported a position in VZ in Q1 2024 and held it in 7 quarters. The position peaked at $258K in Q1 2025. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Lakeside Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Lakeside Advisors sold 4,382 Verizon shares in Q2 2026, an estimated $220K.
  • Lakeside Advisors first reported a position in Verizon in Q1 2024 and held it in 7 quarters.
  • Lakeside Advisors's Verizon position peaked at $258K in Q1 2025.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.