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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
Q2 		$810K Buy
19,121
+3,583
+23% +$168K 0.08% 153
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 $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 $3.37T AUM 44.26% 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

Lifeworks Advisors's VZ Position: Q2 2026 in Review

Lifeworks Advisors increased its Verizon (VZ) stake by 23% in Q2 2026, buying an estimated $168K and bringing the position to 19,121 shares worth $810K. The position accounts for 0.08% of the portfolio, ranked #153.

Lifeworks Advisors first reported a position in VZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $954K in Q1 2025. 3,150 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Lifeworks Advisors held 19,121 shares of Verizon worth $810K as of Q2 2026.
  • Lifeworks Advisors bought 3,583 Verizon shares in Q2 2026, an estimated $168K.
  • Verizon made up 0.08% of Lifeworks Advisors's portfolio in Q2 2026, its #153 holding.
  • Lifeworks Advisors first reported a position in Verizon in Q2 2022 and has held it in 17 quarters since.
  • Lifeworks Advisors's Verizon position peaked at $954K in Q1 2025.
  • 3,150 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.