Lauer Wealth’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$242K Sell
5,218
-136
-3% -$6.4K 0.15% 76
2026
Q2
$227K Hold
5,354
– – 0.14% 63
2026
Q1
$257K Sell
5,354
-381
-7% -$17.7K 0.2% 43
2025
Q4
$233K Buy
+5,735
New +$233K 0.17% 53
2025
Q1
– Sell
-5,085
Closed -$203K – 63
2024
Q4
$203K Sell
5,085
-513
-9% -$21.6K 0.14% 34
2024
Q3
$240K Sell
5,598
-381
-6% -$15.9K 0.19% 34
2024
Q2
$247K Sell
5,979
-4,425
-43% -$178K 0.19% 37
2024
Q1
$418K Sell
10,404
-12,286
-54% -$496K 0.36% 28
2023
Q4
$492K Buy
22,690
+13,027
+135% +$461K 0.46% 26
2023
Q3
$302K Sell
9,663
-20,926
-68% -$707K 0.33% 31
2023
Q2
$415K Buy
30,589
+18,683
+157% +$692K 0.43% 29
2023
Q1
$444K Buy
+11,906
New +$470K 0.56% 26

Other funds holding VZ

Lauer Wealth's VZ Position: Q3 2026 in Review

Lauer Wealth reduced its Verizon (VZ) stake by 2.5% in Q3 2026, selling an estimated $6.4K and leaving 5,218 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #76.

Lauer Wealth first reported a position in VZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $492K in Q4 2023. 1,002 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Lauer Wealth held 5,218 shares of Verizon worth $242K as of Q3 2026.
  • Lauer Wealth sold 136 Verizon shares in Q3 2026, an estimated $6.4K.
  • Verizon made up 0.15% of Lauer Wealth's portfolio in Q3 2026, its #76 holding.
  • Lauer Wealth first reported a position in Verizon in Q1 2023 and has held it in 12 quarters since.
  • Lauer Wealth's Verizon position peaked at $492K in Q4 2023.
  • 1,002 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.