Lipe & Dalton’s Verizon VZ Stock Holding History

Lipe & Dalton’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	$706K	Hold	16,683	–	–	0.33%	50
2026 Q1	$837K	Sell	16,683 -100	-0.6%	-$4.63K	0.44%	44
2025 Q4	$684K	Buy	16,783 +400	+2%	+$16.2K	0.34%	54
2025 Q3	$720K	Hold	16,383	–	–	0.36%	57
2025 Q2	$709K	Hold	16,383	–	–	0.38%	54
2025 Q1	$743K	Hold	16,383	–	–	0.42%	54
2024 Q4	$655K	Sell	16,383 -700	-4%	-$29.5K	0.35%	55
2024 Q3	$767K	Hold	17,083	–	–	0.39%	57
2024 Q2	$704K	Hold	17,083	–	–	0.38%	57
2024 Q1	$717K	Hold	17,083	–	–	0.37%	59
2023 Q4	$644K	Sell	17,083 -200	-1%	-$7.08K	0.35%	56
2023 Q3	$560K	Hold	17,283	–	–	0.34%	57
2023 Q2	$643K	Sell	17,283 -1,210	-7%	-$44.8K	0.37%	56
2023 Q1	$719K	Sell	18,493 -260	-1%	-$10.3K	0.41%	55
2022 Q4	$739K	Sell	18,753 -700	-4%	-$26.4K	0.43%	55
2022 Q3	$739K	Sell	19,453 -431	-2%	-$19.2K	0.46%	54
2022 Q2	$1.01M	Sell	19,884 -476	-2%	-$24.1K	0.59%	46
2022 Q1	$1.04M	Buy	20,360 +180	+0.9%	+$9.54K	0.51%	49
2021 Q4	$1.05M	Buy	20,180 +200	+1%	+$10.4K	0.5%	53
2021 Q3	$1.08M	Buy	19,980 +5,500	+38%	+$304K	0.55%	47
2021 Q2	$811K	Buy	14,480 +1,000	+7%	+$57.4K	0.42%	54
2021 Q1	$784K	Sell	13,480 -11,131	-45%	-$628K	0.44%	52
2020 Q4	$1.45M	Buy	24,611 +100	+0.4%	+$5.94K	0.89%	37
2020 Q3	$1.46M	Buy	24,511 +300	+1%	+$17.4K	1.01%	37
2020 Q2	$1.33M	Sell	24,211 -400	-2%	-$22.5K	0.97%	36
2020 Q1	$1.32M	Hold	24,611	–	–	1.12%	29
2019 Q4	$1.51M	Hold	24,611	–	–	1%	36
2019 Q3	$1.49M	Sell	24,611 -131	-0.5%	-$7.54K	1.08%	33
2019 Q2	$1.41M	Hold	24,742	–	–	1.01%	37
2019 Q1	$1.46M	Sell	24,742 -20,955	-46%	-$1.19M	1.08%	34
2018 Q4	$2.57M	Sell	45,697 -1,285	-3%	-$72.9K	2.09%	19
2018 Q3	$2.51M	Buy	46,982 +2,930	+7%	+$155K	1.71%	23
2018 Q2	$2.22M	Buy	44,052 +300	+0.7%	+$14.5K	1.63%	25
2018 Q1	$2.09M	Buy	43,752 +1,510	+4%	+$75.9K	1.5%	27
2017 Q4	$2.24M	Buy	42,242 +37,380	+769%	+$1.84M	1.55%	29
2017 Q3	$241K	Hold	4,862	–	–	0.17%	55
2017 Q2	$217K	Hold	4,862	–	–	0.14%	63
2017 Q1	$237K	Sell	4,862 -300	-6%	-$15.1K	0.17%	59
2016 Q4	$276K	Hold	5,162	–	–	0.2%	54
2016 Q3	$268K	Sell	5,162 -561	-10%	-$30.1K	0.18%	65
2016 Q2	$320K	Sell	5,723 -215	-4%	-$11.2K	0.22%	62
2016 Q1	$321K	Buy	5,938 +48	+0.8%	+$2.4K	0.25%	51
2015 Q4	$272K	Sell	5,890 -338	-5%	-$15.3K	0.22%	53
2015 Q3	$271K	Sell	6,228 -340	-5%	-$15.7K	0.22%	58
2015 Q2	$306K	Sell	6,568 -69	-1%	-$3.38K	0.22%	56
2015 Q1	$323K	Sell	6,637 -906	-12%	-$43.7K	0.22%	52
2014 Q4	$353K	Sell	7,543 -169	-2%	-$8.27K	0.24%	49
2014 Q3	$386K	Sell	7,712 -371	-5%	-$18.4K	0.25%	45
2014 Q2	$396K	Sell	8,083 -1,108	-12%	-$53.7K	0.25%	43
2014 Q1	$446K	Buy	9,191 +3,454	+60%	+$163K	0.3%	41
2013 Q4	$282K	Buy	5,737 +660	+13%	+$32.5K	0.19%	49
2013 Q3	$237K	Sell	5,077 -225	-4%	-$11K	0.17%	52
2013 Q2	$267K	Buy	+5,302	New	+$271K	0.22%	43

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lipe & Dalton's VZ Position: Q2 2026 in Review

Lipe & Dalton held its Verizon (VZ) position steady in Q2 2026 at 16,683 shares worth $706K. The position accounts for 0.33% of the portfolio, ranked #50.

Lipe & Dalton first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.57M in Q4 2018. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Lipe & Dalton held 16,683 shares of Verizon worth $706K as of Q2 2026.
Lipe & Dalton left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.33% of Lipe & Dalton's portfolio in Q2 2026, its #50 holding.
Lipe & Dalton first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
Lipe & Dalton's Verizon position peaked at $2.57M in Q4 2018.
1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.