Legacy Private Trust’s Verizon VZ Stock Holding History

Legacy Private Trust’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	$223K	Buy	5,271 +350	+7%	+$16.4K	0.01%	261
2026 Q1	$247K	Hold	4,921	–	–	0.02%	243
2025 Q4	$200K	Hold	4,921	–	–	0.01%	255
2025 Q3	$216K	Hold	4,921	–	–	0.01%	249
2025 Q2	$213K	Sell	4,921 -1,404	-22%	-$60.8K	0.01%	242
2025 Q1	$287K	Buy	+6,325	New	+$263K	0.02%	220
2023 Q3	–	Sell	-8,256	Closed	-$307K	–	239
2023 Q2	$307K	Sell	8,256 -848	-9%	-$31.4K	0.03%	202
2023 Q1	$354K	Sell	9,104 -5,133	-36%	-$202K	0.03%	190
2022 Q4	$561K	Sell	14,237 -8,526	-37%	-$321K	0.05%	168
2022 Q3	$864K	Sell	22,763 -7,482	-25%	-$333K	0.08%	139
2022 Q2	$1.53M	Sell	30,245 -6,793	-18%	-$344K	0.14%	113
2022 Q1	$1.89M	Sell	37,038 -24,662	-40%	-$1.31M	0.15%	118
2021 Q4	$3.21M	Sell	61,700 -13,929	-18%	-$727K	0.24%	89
2021 Q3	$4.08M	Sell	75,629 -6,290	-8%	-$348K	0.33%	80
2021 Q2	$4.59M	Sell	81,919 -3,654	-4%	-$210K	0.39%	73
2021 Q1	$4.98M	Sell	85,573 -6,527	-7%	-$368K	0.45%	65
2020 Q4	$5.41M	Sell	92,100 -8,640	-9%	-$513K	0.51%	54
2020 Q3	$5.99M	Sell	100,740 -4,444	-4%	-$258K	0.62%	47
2020 Q2	$5.8M	Buy	105,184 +6,614	+7%	+$372K	0.64%	45
2020 Q1	$5.3M	Sell	98,570 -6,639	-6%	-$380K	0.69%	39
2019 Q4	$6.46M	Buy	105,209 +1,979	+2%	+$119K	0.68%	40
2019 Q3	$6.23M	Sell	103,230 -1,601	-2%	-$92.2K	0.7%	41
2019 Q2	$5.99M	Sell	104,831 -15,872	-13%	-$915K	0.68%	43
2019 Q1	$7.14M	Buy	120,703 +35,880	+42%	+$2.03M	0.85%	30
2018 Q4	$4.77M	Buy	84,823 +23,481	+38%	+$1.33M	0.62%	46
2018 Q3	$3.27M	Buy	61,342 +3,959	+7%	+$210K	0.37%	65
2018 Q2	$2.89M	Buy	57,383 +28,601	+99%	+$1.38M	0.34%	72
2018 Q1	$1.21M	Buy	28,782 +13,467	+88%	+$677K	0.14%	125
2017 Q4	$810K	Buy	15,315 +108	+0.7%	+$5.31K	0.09%	147
2017 Q3	$753K	Sell	15,207 -11,422	-43%	-$537K	0.09%	154
2017 Q2	$1.19M	Sell	26,629 -8,174	-23%	-$381K	0.15%	117
2017 Q1	$1.7M	Sell	34,803 -2,980	-8%	-$150K	0.22%	106
2016 Q4	$2.02M	Sell	37,783 -1,862	-5%	-$93.1K	0.27%	96
2016 Q3	$2.06M	Sell	39,645 -28,438	-42%	-$1.53M	0.28%	100
2016 Q2	$3.8M	Sell	68,083 -25,184	-27%	-$1.31M	0.55%	51
2016 Q1	$5.04M	Buy	93,267 +7,028	+8%	+$352K	0.76%	28
2015 Q4	$3.99M	Sell	86,239 -13,744	-14%	-$624K	0.61%	47
2015 Q3	$4.35M	Buy	99,983 +8,863	+10%	+$409K	0.69%	40
2015 Q2	$4.25M	Buy	91,120 +21,020	+30%	+$1.03M	0.64%	50
2015 Q1	$3.41M	Buy	70,100 +11,550	+20%	+$557K	0.5%	60
2014 Q4	$2.74M	Sell	58,550 -3,545	-6%	-$173K	0.4%	69
2014 Q3	$3.1M	Buy	62,095 +3,530	+6%	+$175K	0.47%	57
2014 Q2	$2.87M	Buy	58,565 +8,180	+16%	+$396K	0.44%	65
2014 Q1	$2.4M	Buy	50,385 +1,414	+3%	+$66.9K	0.42%	64
2013 Q4	$2.41M	Buy	48,971 +4,382	+10%	+$215K	0.44%	61
2013 Q3	$2.08M	Buy	44,589 +4,301	+11%	+$210K	0.44%	58
2013 Q2	$2.03M	Buy	+40,288	New	+$2.06M	0.48%	52

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Legacy Private Trust's VZ Position: Q2 2026 in Review

Legacy Private Trust increased its Verizon (VZ) stake by 7.1% in Q2 2026, buying an estimated $16.4K and bringing the position to 5,271 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #261.

Legacy Private Trust first reported a position in VZ in Q2 2013 and has held it in 47 quarters since. The position peaked at $7.14M in Q1 2019. 1,637 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Legacy Private Trust held 5,271 shares of Verizon worth $223K as of Q2 2026.
Legacy Private Trust bought 350 Verizon shares in Q2 2026, an estimated $16.4K.
Verizon made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #261 holding.
Legacy Private Trust first reported a position in Verizon in Q2 2013 and has held it in 47 quarters since.
Legacy Private Trust's Verizon position peaked at $7.14M in Q1 2019.
1,637 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.