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Lauer Wealth’s Verizon VZ Stock Holding History

Lauer Wealth’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
2023
Q4 		– Sell
-20,000
Closed -$31.2K – 51
2023
Q3 		$31.2K Buy
+20,000
New +$676K 0.03% 44

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lauer Wealth's VZ Position: Q2 2026 in Review

Lauer Wealth held its Verizon (VZ) position steady in Q2 2026 at 5,354 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #63.

Lauer Wealth first reported a position in VZ in Q1 2023 and has held it in 11 quarters since. The position peaked at $492K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Lauer Wealth held 5,354 shares of Verizon worth $227K as of Q2 2026.
  • Lauer Wealth left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.14% of Lauer Wealth's portfolio in Q2 2026, its #63 holding.
  • Lauer Wealth first reported a position in Verizon in Q1 2023 and has held it in 11 quarters since.
  • Lauer Wealth's Verizon position peaked at $492K in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.