Lion Street Advisors’s Verizon VZ Stock Holding History

Lion Street 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
2025 Q3	$427K	Buy	8,057 +3,269	+68%	+$142K	0.15%	130
2025 Q2	$207K	Buy	+4,788	New	+$207K	0.06%	260
2024 Q4	–	Sell	-6,624	Closed	-$298K	–	279
2024 Q3	$298K	Sell	6,624 -5	-0.1%	-$209	0.1%	199
2024 Q2	$273K	Sell	6,629 -859	-11%	-$34.6K	0.1%	203
2024 Q1	$282K	Hold	7,488	–	–	0.12%	186
2023 Q4	$282K	Sell	7,488 -8,784	-54%	-$311K	0.12%	186
2023 Q3	$527K	Buy	16,272 +8,215	+102%	+$278K	0.17%	115
2023 Q2	$427K	Sell	8,057 -8,863	-52%	-$328K	0.14%	138
2023 Q1	$658K	Buy	+16,920	New	+$667K	0.2%	90
2022 Q4	–	Sell	-11,645	Closed	-$443K	–	172
2022 Q3	$443K	Buy	+11,645	New	+$519K	0.22%	65
2021 Q3	–	Sell	-440	Closed	-$24.7K	–	186
2021 Q2	$24.7K	Buy	+440	New	+$25.3K	0.89%	25
2020 Q2	–	Sell	-702	Closed	-$38K	–	408
2020 Q1	$38K	Buy	+702	New	+$40.2K	0.21%	62

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lion Street Advisors's VZ Position: Q3 2025 in Review

Lion Street Advisors increased its Verizon (VZ) stake by 68% in Q3 2025, buying an estimated $142K and bringing the position to 8,057 shares worth $427K. The position accounts for 0.15% of the portfolio, ranked #130.

Lion Street Advisors first reported a position in VZ in Q1 2020 and has held it in 12 quarters since. The position peaked at $658K in Q1 2023. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

Lion Street Advisors held 8,057 shares of Verizon worth $427K as of Q3 2025.
Lion Street Advisors bought 3,269 Verizon shares in Q3 2025, an estimated $142K.
Verizon made up 0.15% of Lion Street Advisors's portfolio in Q3 2025, its #130 holding.
Lion Street Advisors first reported a position in Verizon in Q1 2020 and has held it in 12 quarters since.
Lion Street Advisors's Verizon position peaked at $658K in Q1 2023.
3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.