LGT Financial Advisors’s Verizon VZ Stock Holding History

LGT Financial 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 Q2	$63.5K	Hold	1,500	–	–	0.34%	53
2026 Q1	$75.3K	Hold	1,500	–	–	0.39%	46
2025 Q4	$61.1K	Hold	1,500	–	–	0.37%	52
2025 Q3	$65.9K	Buy	1,500 +803	+115%	+$34.8K	0.14%	109
2025 Q2	$30.1K	Buy	697 +53	+8%	+$2.29K	0.08%	133
2025 Q1	$29.2K	Buy	644 +11	+2%	+$458	0.09%	127
2024 Q4	$25.3K	Buy	633 +10	+2%	+$422	0.06%	259
2024 Q3	$28K	Sell	623 -1,939	-76%	-$80.9K	0.07%	205
2024 Q2	$106K	Sell	2,562 -2,147	-46%	-$86.5K	0.22%	78
2024 Q1	$198K	Buy	4,709 +31	+0.7%	+$1.25K	0.23%	99
2023 Q4	$176K	Sell	4,678 -2,617	-36%	-$92.6K	0.22%	108
2023 Q3	$236K	Sell	7,295 -191	-3%	-$6.45K	0.3%	70
2023 Q2	$278K	Sell	7,486 -7,355	-50%	-$272K	0.3%	86
2023 Q1	$577K	Buy	14,841 +8,229	+124%	+$325K	1.07%	16
2022 Q4	$261K	Buy	+6,612	New	+$249K	0.31%	74

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

LGT Financial Advisors's VZ Position: Q2 2026 in Review

LGT Financial Advisors held its Verizon (VZ) position steady in Q2 2026 at 1,500 shares worth $63.5K. The position accounts for 0.34% of the portfolio, ranked #53.

LGT Financial Advisors first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $577K in Q1 2023. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

LGT Financial Advisors held 1,500 shares of Verizon worth $63.5K as of Q2 2026.
LGT Financial Advisors left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.34% of LGT Financial Advisors's portfolio in Q2 2026, its #53 holding.
LGT Financial Advisors first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's Verizon position peaked at $577K in Q1 2023.
1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.