LIA
VZ icon

LBMC Investment Advisors’s Verizon VZ Stock Holding History

LBMC Investment 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
Q1 		$283K Sell
5,640
-237
-4% -$11K 0.02% 208
2025
Q4 		$239K Buy
5,877
+577
+11% +$23.4K 0.01% 210
2025
Q3 		$233K Sell
5,300
-306
-5% -$13.2K 0.01% 219
2025
Q2 		$243K Hold
5,606
– – 0.02% 192
2025
Q1 		$254K Hold
5,606
– – 0.02% 178
2024
Q4 		$224K Buy
5,606
+416
+8% +$17.5K 0.02% 182
2024
Q3 		$233K Sell
5,190
-484
-9% -$20.2K 0.02% 177
2024
Q2 		$234K Sell
5,674
-148
-3% -$5.96K 0.02% 168
2024
Q1 		$244K Sell
5,822
-1,232
-17% -$49.7K 0.02% 159
2023
Q4 		$266K Sell
7,054
-919
-12% -$32.5K 0.03% 134
2023
Q3 		$255K Buy
7,973
+398
+5% +$13.4K 0.03% 130
2023
Q2 		$282K Buy
7,575
+39
+0.5% +$1.44K 0.03% 124
2023
Q1 		$293K Buy
7,536
+35
+0.5% +$1.38K 0.03% 124
2022
Q4 		$296K Buy
7,501
+6
+0.1% +$226 0.03% 121
2022
Q3 		$285K Sell
7,495
-6
-0.1% -$267 0.03% 116
2022
Q2 		$381K Sell
7,501
-746
-9% -$37.7K 0.04% 97
2022
Q1 		$420K Sell
8,247
-641
-7% -$34K 0.04% 101
2021
Q4 		$462K Sell
8,888
-51
-0.6% -$2.66K 0.04% 103
2021
Q3 		$480 Buy
8,939
+69
+0.8% +$3.82K 0.04% 89
2021
Q2 		$497K Buy
8,870
+1,962
+28% +$113K 0.05% 92
2021
Q1 		$402K Sell
6,908
-50
-0.7% -$2.82K 0.04% 94
2020
Q4 		$409K Buy
6,958
+380
+6% +$22.6K 0.05% 83
2020
Q3 		$391K Sell
6,578
-134
-2% -$7.79K 0.05% 79
2020
Q2 		$370K Buy
6,712
+166
+3% +$9.34K 0.06% 71
2020
Q1 		$352K Buy
6,546
+258
+4% +$14.8K 0.07% 62
2019
Q4 		$386K Sell
6,288
-5,196
-45% -$313K 0.05% 67
2019
Q3 		$693K Buy
11,484
+38
+0.3% +$2.19K 0.11% 47
2019
Q2 		$654K Buy
11,446
+771
+7% +$44.4K 0.1% 48
2019
Q1 		$631K Sell
10,675
-1,899
-15% -$108K 0.1% 49
2018
Q4 		$707K Buy
12,574
+1,616
+15% +$91.7K 0.13% 39
2018
Q3 		$585K Buy
10,958
+4
+0% +$212 0.09% 55
2018
Q2 		$551K Sell
10,954
-1,897
-15% -$91.8K 0.09% 54
2018
Q1 		$615K Buy
12,851
+50
+0.4% +$2.51K 0.11% 43
2017
Q4 		$678K Buy
12,801
+725
+6% +$35.7K 0.11% 41
2017
Q3 		$598K Buy
12,076
+524
+5% +$24.7K 0.1% 43
2017
Q2 		$516K Sell
11,552
-64
-0.6% -$2.98K 0.09% 46
2017
Q1 		$566K Buy
11,616
+183
+2% +$9.18K 0.1% 46
2016
Q4 		$610K Sell
11,433
-6,165
-35% -$308K 0.11% 41
2016
Q3 		$915K Buy
17,598
+11,188
+175% +$600K 0.18% 32
2016
Q2 		$358K Buy
6,410
+572
+10% +$29.7K 0.07% 52
2016
Q1 		$316K Buy
5,838
+53
+0.9% +$2.65K 0.07% 58
2015
Q4 		$267K Buy
5,785
+862
+18% +$39.1K 0.06% 56
2015
Q3 		$214K Buy
4,923
+61
+1% +$2.81K 0.05% 58
2015
Q2 		$227K Buy
4,862
+48
+1% +$2.35K 0.05% 55
2015
Q1 		$234K Buy
+4,814
New +$232K 0.05% 54
2014
Q4 		– Sell
-4,299
Closed -$215K – 62
2014
Q3 		$215K Buy
+4,299
New +$214K 0.05% 52

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBMC Investment Advisors's VZ Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Verizon (VZ) stake by 4% in Q1 2026, selling an estimated $11K and leaving 5,640 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #208.

LBMC Investment Advisors first reported a position in VZ in Q3 2014 and has held it in 46 quarters since. The position peaked at $915K in Q3 2016. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • LBMC Investment Advisors held 5,640 shares of Verizon worth $283K as of Q1 2026.
  • LBMC Investment Advisors sold 237 Verizon shares in Q1 2026, an estimated $11K.
  • Verizon made up 0.02% of LBMC Investment Advisors's portfolio in Q1 2026, its #208 holding.
  • LBMC Investment Advisors first reported a position in Verizon in Q3 2014 and has held it in 46 quarters since.
  • LBMC Investment Advisors's Verizon position peaked at $915K in Q3 2016.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.