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Lantern Wealth Advisors’s Verizon VZ Stock Holding History

Lantern Wealth 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 		$275K Buy
6,496
+878
+16% +$41.2K 0.13% 153
2026
Q1 		$282K Sell
5,618
-564
-9% -$26.1K 0.14% 142
2025
Q4 		$252K Sell
6,182
-8,198
-57% -$333K 0.13% 135
2025
Q3 		$632K Sell
14,380
-2,145
-13% -$92.9K 0.33% 74
2025
Q2 		$300K Buy
+16,525
New +$716K 0.18% 113
2024
Q4 		$272K Buy
12,511
+586
+5% +$24.7K 0.18% 106
2024
Q3 		$278K Buy
11,925
+230
+2% +$9.6K 0.19% 100
2024
Q2 		$246K Sell
11,695
-1,170
-9% -$47.2K 0.18% 105
2024
Q1 		$540K Buy
12,865
+219
+2% +$8.83K 0.38% 69
2023
Q4 		$477K Buy
+12,646
New +$447K 0.37% 67

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lantern Wealth Advisors's VZ Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Verizon (VZ) stake by 16% in Q2 2026, buying an estimated $41.2K and bringing the position to 6,496 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #153.

Lantern Wealth Advisors first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $632K in Q3 2025. 1,752 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Lantern Wealth Advisors held 6,496 shares of Verizon worth $275K as of Q2 2026.
  • Lantern Wealth Advisors bought 878 Verizon shares in Q2 2026, an estimated $41.2K.
  • Verizon made up 0.13% of Lantern Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Lantern Wealth Advisors first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • Lantern Wealth Advisors's Verizon position peaked at $632K in Q3 2025.
  • 1,752 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.