Lee, Danner & Bass’s Verizon VZ Stock Holding History

Lee, Danner & Bass’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	$244K	Sell	5,765 -117	-2%	-$5.49K	0.01%	231
2026 Q1	$295K	Sell	5,882 -50	-0.8%	-$2.32K	0.02%	216
2025 Q4	$242K	Hold	5,932	–	–	0.02%	221
2025 Q3	$261K	Sell	5,932 -40	-0.7%	-$1.73K	0.02%	210
2025 Q2	$258K	Sell	5,972 -809	-12%	-$35K	0.02%	201
2025 Q1	$308K	Sell	6,781 -209	-3%	-$8.7K	0.02%	193
2024 Q4	$280K	Sell	6,990 -1,145	-14%	-$48.3K	0.02%	204
2024 Q3	$365K	Sell	8,135 -1,257	-13%	-$52.5K	0.03%	188
2024 Q2	$387K	Buy	+9,392	New	+$379K	0.03%	179
2023 Q4	$356K	Sell	9,431 -4,511	-32%	-$160K	0.03%	175
2023 Q3	$452K	Sell	13,942 -40,270	-74%	-$1.36M	0.04%	161
2023 Q2	$2.02M	Sell	54,212 -836	-2%	-$30.9K	0.17%	97
2023 Q1	$2.14M	Buy	55,048 +492	+0.9%	+$19.4K	0.2%	95
2022 Q4	$2.15M	Sell	54,556 -6,862	-11%	-$259K	0.2%	97
2022 Q3	$2.33M	Sell	61,418 -130	-0.2%	-$5.79K	0.25%	84
2022 Q2	$3.12M	Sell	61,548 -9	-0%	-$455	0.32%	71
2022 Q1	$3.14M	Sell	61,557 -3,720	-6%	-$197K	0.27%	78
2021 Q4	$3.39M	Sell	65,277 -2,018	-3%	-$105K	0.29%	76
2021 Q3	$3.63M	Sell	67,295 -6,525	-9%	-$361K	0.34%	73
2021 Q2	$4.14M	Sell	73,820 -8,660	-10%	-$497K	0.37%	67
2021 Q1	$4.8M	Buy	82,480 +7,771	+10%	+$439K	0.46%	56
2020 Q4	$4.39M	Buy	74,709 +7,273	+11%	+$432K	0.47%	56
2020 Q3	$4.01M	Buy	67,436 +15,223	+29%	+$884K	0.48%	55
2020 Q2	$2.88M	Buy	52,213 +10,301	+25%	+$579K	0.37%	66
2020 Q1	$2.25M	Buy	41,912 +1,540	+4%	+$88.1K	0.32%	68
2019 Q4	$2.48M	Sell	40,372 -2,714	-6%	-$164K	0.26%	84
2019 Q3	$2.6M	Sell	43,086 -475	-1%	-$27.4K	0.28%	71
2019 Q2	$2.49M	Sell	43,561 -2,671	-6%	-$154K	0.26%	74
2019 Q1	$2.73M	Sell	46,232 -1,378	-3%	-$78K	0.3%	67
2018 Q4	$2.68M	Sell	47,610 -1,162	-2%	-$65.9K	0.32%	70
2018 Q3	$2.6M	Sell	48,772 -6,114	-11%	-$324K	0.26%	78
2018 Q2	$2.76M	Sell	54,886 -6,798	-11%	-$329K	0.29%	73
2018 Q1	$2.95M	Sell	61,684 -4,704	-7%	-$236K	0.31%	75
2017 Q4	$3.51M	Buy	66,388 +210	+0.3%	+$10.3K	0.36%	68
2017 Q3	$3.27M	Sell	66,178 -15,718	-19%	-$740K	0.35%	67
2017 Q2	$3.66M	Sell	81,896 -47,438	-37%	-$2.21M	0.41%	61
2017 Q1	$6.3M	Sell	129,334 -10,689	-8%	-$536K	0.71%	37
2016 Q4	$7.47M	Sell	140,023 -5,368	-4%	-$268K	0.88%	33
2016 Q3	$7.56M	Sell	145,391 -2,248	-2%	-$121K	0.92%	31
2016 Q2	$8.24M	Buy	147,639 +162	+0.1%	+$8.4K	1%	28
2016 Q1	$7.44M	Sell	147,477 -2,954	-2%	-$148K	0.91%	30
2015 Q4	$6.95M	Sell	150,431 -18,269	-11%	-$829K	0.91%	30
2015 Q3	$7.34M	Buy	168,700 +1,634	+1%	+$75.4K	0.98%	27
2015 Q2	$7.79M	Buy	167,066 +3,157	+2%	+$155K	0.93%	26
2015 Q1	$7.97M	Buy	163,909 +9,634	+6%	+$465K	0.94%	28
2014 Q4	$7.22M	Buy	154,275 +10,563	+7%	+$517K	0.86%	34
2014 Q3	$7.18M	Buy	143,712 +93	+0.1%	+$4.62K	0.89%	31
2014 Q2	$7.03M	Buy	143,619 +202	+0.1%	+$9.79K	0.86%	33
2014 Q1	$6.82M	Buy	143,417 +81,200	+131%	+$3.84M	0.89%	32
2013 Q4	$3.06M	Sell	62,217 -1,833	-3%	-$90.1K	0.41%	56
2013 Q3	$2.99M	Buy	64,050 +2,961	+5%	+$145K	0.42%	54
2013 Q2	$3.08M	Buy	+61,089	New	+$3.12M	0.45%	52

Other funds holding VZ

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lee, Danner & Bass's VZ Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Verizon (VZ) stake by 2% in Q2 2026, selling an estimated $5.49K and leaving 5,765 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #231.

Lee, Danner & Bass first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.24M in Q2 2016. 1,308 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Lee, Danner & Bass held 5,765 shares of Verizon worth $244K as of Q2 2026.
Lee, Danner & Bass sold 117 Verizon shares in Q2 2026, an estimated $5.49K.
Verizon made up 0.01% of Lee, Danner & Bass's portfolio in Q2 2026, its #231 holding.
Lee, Danner & Bass first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
Lee, Danner & Bass's Verizon position peaked at $8.24M in Q2 2016.
1,308 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.