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
Q2 		– Sell
-880
Closed -$44.2K – 963
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VZ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Verizon (VZ) in Q2 2026, closing a stake of 880 shares — an estimated $44.2K sold.

Legacy Wealth Management (Idaho) first reported a position in VZ in Q3 2024 and held it in 7 quarters. The position peaked at $48.1K in Q3 2024. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 880 Verizon shares in Q2 2026, an estimated $44.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Verizon in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Verizon position peaked at $48.1K in Q3 2024.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.