Lincluden Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.34M Sell
186,004
-55,574
-23% -$2.58M 0.99% 23
2025
Q4
$9.84M Sell
241,578
-13,118
-5% -$532K 0.84% 22
2025
Q3
$11.2M Sell
254,696
-833
-0.3% -$36.1K 1.25% 18
2025
Q2
$11.1M Sell
255,529
-2,551
-1% -$110K 1.22% 21
2025
Q1
$11.7M Sell
258,080
-7,269
-3% -$303K 1.49% 18
2024
Q4
$10.6M Sell
265,349
-1,892
-0.7% -$79.8K 1.28% 19
2024
Q3
$12M Buy
267,241
+1,435
+0.5% +$59.9K 1.31% 19
2024
Q2
$11M Sell
265,806
-2,866
-1% -$116K 1.33% 18
2024
Q1
$11.3M Sell
268,672
-2,276
-0.8% -$91.8K 1.34% 17
2023
Q4
$10.2M Sell
270,948
-1,659
-0.6% -$58.7K 1.24% 17
2023
Q3
$8.84M Sell
272,607
-1,309
-0.5% -$44.2K 1.07% 19
2023
Q2
$10.2M Sell
273,916
-1,201
-0.4% -$44.5K 1.17% 18
2023
Q1
$10.7M Sell
275,117
-4,947
-2% -$195K 1.22% 20
2022
Q4
$11M Buy
280,064
+65,747
+31% +$2.48M 1.28% 18
2022
Q3
$8.14M Buy
214,317
+4,224
+2% +$188K 1.04% 20
2022
Q2
$10.7M Buy
210,093
+1,205
+0.6% +$61K 1.17% 16
2022
Q1
$10.6M Sell
208,888
-1,015
-0.5% -$53.8K 0.94% 23
2021
Q4
$10.9M Sell
209,903
-879
-0.4% -$45.9K 1% 21
2021
Q3
$11.4M Sell
210,782
-4,522
-2% -$250K 1.14% 21
2021
Q2
$12.1M Sell
215,304
-11,921
-5% -$684K 1.16% 18
2021
Q1
$13.2M Buy
227,225
+44,900
+25% +$2.53M 1.28% 17
2020
Q4
$10.7M Sell
182,325
-17,700
-9% -$1.05M 1.12% 18
2020
Q3
$11.9M Sell
200,025
-24,972
-11% -$1.45M 1.18% 19
2020
Q2
$12.4M Buy
224,997
+2,840
+1% +$160K 1.3% 18
2020
Q1
$11.9M Buy
222,157
+9,313
+4% +$533K 1.44% 15
2019
Q4
$13.1M Sell
212,844
-12,645
-6% -$763K 1.18% 17
2019
Q3
$13.6M Sell
225,489
-680
-0.3% -$39.2K 1.26% 17
2019
Q2
$12.9K Sell
226,169
-1,005
-0.4% -$57.9K 0.82% 17
2019
Q1
$13.4M Sell
227,174
-1,130
-0.5% -$64K 1.29% 17
2018
Q4
$12.8M Sell
228,304
-126,134
-36% -$7.16M 0.99% 17
2018
Q3
$18.9M Sell
354,438
-30,905
-8% -$1.64M 1.58% 15
2018
Q2
$19.4M Sell
385,343
-1,300
-0.3% -$62.9K 1.41% 17
2018
Q1
$18.5M Sell
386,643
-49,120
-11% -$2.47M 1.48% 15
2017
Q4
$23.1M Buy
435,763
+3,875
+0.9% +$191K 1.6% 16
2017
Q3
$21.4M Buy
431,888
+81,275
+23% +$3.82M 1.66% 15
2017
Q2
$15.7M Buy
350,613
+104,285
+42% +$4.86M 1.35% 16
2017
Q1
$12M Buy
246,328
+68,756
+39% +$3.45M 1.08% 23
2016
Q4
$9.23M Hold
177,572
1.01% 30
2016
Q3
$9.23M Buy
177,572
+1,870
+1% +$100K 1.36% 23
2016
Q2
$9.81M Buy
175,702
+1,812
+1% +$94K 1.63% 19
2016
Q1
$9.4M Sell
173,890
-14,840
-8% -$742K 1.59% 18
2015
Q4
$8.72M Buy
188,730
+12,475
+7% +$566K 1.77% 18
2015
Q3
$7.67M Sell
176,255
-21,080
-11% -$973K 1.48% 24
2015
Q2
$9.2K Sell
197,335
-17,070
-8% -$836K 1.13% 26
2015
Q1
$10.4M Buy
214,405
+10,743
+5% +$518K 1.49% 23
2014
Q4
$9.53M Sell
203,662
-16,530
-8% -$809K 0.94% 28
2014
Q3
$11M Sell
220,192
-2,485
-1% -$124K 1.07% 32
2014
Q2
$10.9M Buy
222,677
+18,571
+9% +$900K 0.99% 35
2014
Q1
$9.85M Buy
204,106
+37,989
+23% +$1.8M 0.93% 36
2013
Q4
$8.16M Buy
166,117
+8,810
+6% +$433K 0.74% 37
2013
Q3
$7.34M Sell
157,307
-15,200
-9% -$742K 0.92% 35
2013
Q2
$8.68K Buy
+172,507
New +$8.8M 0.02% 36

Other funds holding VZ

Lincluden Management's VZ Position: Q1 2026 in Review

Lincluden Management reduced its Verizon (VZ) stake by 23% in Q1 2026, selling an estimated $2.58M and leaving 186,004 shares worth $9.34M. The position accounts for 0.99% of the portfolio, ranked #23.

Lincluden Management first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.1M in Q4 2017. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Lincluden Management held 186,004 shares of Verizon worth $9.34M as of Q1 2026.
  • Lincluden Management sold 55,574 Verizon shares in Q1 2026, an estimated $2.58M.
  • Verizon made up 0.99% of Lincluden Management's portfolio in Q1 2026, its #23 holding.
  • Lincluden Management first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
  • Lincluden Management's Verizon position peaked at $23.1M in Q4 2017.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Lincluden Management's 13F filing for Q1 2026, filed 13 May 2026.