LWMI
VZ icon

Legacy Wealth Management (Idaho)’s Verizon VZ Stock Holding History

Legacy Wealth Management (Idaho)’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 		$44.2K Buy
880
+122
+16% +$5.65K 0.02% 285
2025
Q4 		$30.9K Buy
758
+32
+4% +$1.3K 0.01% 279
2025
Q3 		$31.9K Sell
726
-120
-14% -$5.2K 0.01% 224
2025
Q2 		$36.6K Sell
846
-42
-5% -$1.82K 0.02% 181
2025
Q1 		$40.3K Hold
888
– – 0.03% 162
2024
Q4 		$35.4K Sell
888
-282
-24% -$11.9K 0.02% 149
2024
Q3 		$48.1K Buy
+1,170
New +$48.8K 0.03% 122

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

Legacy Wealth Management (Idaho)'s VZ Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Verizon (VZ) stake by 16% in Q1 2026, buying an estimated $5.65K and bringing the position to 880 shares worth $44.2K. The position accounts for 0.02% of the portfolio, ranked #285.

Legacy Wealth Management (Idaho) first reported a position in VZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $48.1K in Q3 2024. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 880 shares of Verizon worth $44.2K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 122 Verizon shares in Q1 2026, an estimated $5.65K.
  • Verizon made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #285 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Verizon in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Verizon position peaked at $48.1K in Q3 2024.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.