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Lifeworks Advisors’s Verizon VZ Stock Holding History

Lifeworks 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
Q1 		$780K Sell
15,538
-1,217
-7% -$56.4K 0.1% 148
2025
Q4 		$682K Sell
16,755
-2,437
-13% -$98.8K 0.09% 180
2025
Q3 		$843K Sell
19,192
-1,010
-5% -$43.7K 0.11% 152
2025
Q2 		$874K Sell
20,202
-827
-4% -$35.8K 0.13% 140
2025
Q1 		$954K Buy
21,029
+577
+3% +$24K 0.16% 129
2024
Q4 		$818K Sell
20,452
-724
-3% -$30.5K 0.15% 133
2024
Q3 		$951K Buy
21,176
+927
+5% +$38.7K 0.19% 118
2024
Q2 		$835K Sell
20,249
-1,419
-7% -$57.2K 0.23% 97
2024
Q1 		$909K Sell
21,668
-1,506
-6% -$60.7K 0.25% 91
2023
Q4 		$874K Sell
23,174
-3,514
-13% -$124K 0.3% 86
2023
Q3 		$865K Buy
26,688
+10,264
+62% +$347K 0.34% 85
2023
Q2 		$611K Sell
16,424
-771
-4% -$28.5K 0.26% 95
2023
Q1 		$669K Buy
17,195
+5,967
+53% +$235K 0.32% 94
2022
Q4 		$442K Buy
11,228
+3,130
+39% +$118K 0.25% 86
2022
Q3 		$303K Buy
8,098
+2,251
+38% +$100K 0.17% 101
2022
Q2 		$297K Buy
+5,847
New +$296K 0.19% 101

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

Lifeworks Advisors's VZ Position: Q1 2026 in Review

Lifeworks Advisors reduced its Verizon (VZ) stake by 7.3% in Q1 2026, selling an estimated $56.4K and leaving 15,538 shares worth $780K. The position accounts for 0.1% of the portfolio, ranked #148.

Lifeworks Advisors first reported a position in VZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $954K in Q1 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Lifeworks Advisors held 15,538 shares of Verizon worth $780K as of Q1 2026.
  • Lifeworks Advisors sold 1,217 Verizon shares in Q1 2026, an estimated $56.4K.
  • Verizon made up 0.1% of Lifeworks Advisors's portfolio in Q1 2026, its #148 holding.
  • Lifeworks Advisors first reported a position in Verizon in Q2 2022 and has held it in 16 quarters since.
  • Lifeworks Advisors's Verizon position peaked at $954K in Q1 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.