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LightSquare Wealth Management’s Verizon VZ Stock Holding History

LightSquare Wealth Management’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 		$754K Buy
17,812
+2,142
+14% +$100K 0.52% 46
2026
Q1 		$787K Buy
+15,670
New +$726K 0.59% 41

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

LightSquare Wealth Management's VZ Position: Q2 2026 in Review

LightSquare Wealth Management increased its Verizon (VZ) stake by 14% in Q2 2026, buying an estimated $100K and bringing the position to 17,812 shares worth $754K. The position accounts for 0.52% of the portfolio, ranked #46.

LightSquare Wealth Management first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $787K in Q1 2026. 3,125 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • LightSquare Wealth Management held 17,812 shares of Verizon worth $754K as of Q2 2026.
  • LightSquare Wealth Management bought 2,142 Verizon shares in Q2 2026, an estimated $100K.
  • Verizon made up 0.52% of LightSquare Wealth Management's portfolio in Q2 2026, its #46 holding.
  • LightSquare Wealth Management first reported a position in Verizon in Q1 2026 and has held it in 2 quarters since.
  • LightSquare Wealth Management's Verizon position peaked at $787K in Q1 2026.
  • 3,125 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.