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LJI Wealth Management’s Verizon VZ Stock Holding History

LJI 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 		$314K Buy
7,428
+109
+1% +$5.11K 0.04% 156
2026
Q1 		$367K Buy
7,319
+10
+0.1% +$463 0.06% 133
2025
Q4 		$298K Sell
7,309
-1,989
-21% -$80.7K 0.05% 161
2025
Q3 		$409K Buy
9,298
+7
+0.1% +$303 0.07% 107
2025
Q2 		$402K Buy
9,291
+7
+0.1% +$303 0.07% 117
2025
Q1 		$421K Buy
9,284
+1,258
+16% +$52.4K 0.08% 99
2024
Q4 		$321K Sell
8,026
-887
-10% -$37.4K 0.06% 125
2024
Q3 		$400K Sell
8,913
-26
-0.3% -$1.08K 0.08% 126
2024
Q2 		$369K Buy
+8,939
New +$360K 0.08% 126
2024
Q1 		– Sell
-9,345
Closed -$352K – 179
2023
Q4 		$352K Sell
9,345
-58
-0.6% -$2.05K 0.09% 120
2023
Q3 		$305K Sell
9,403
-284
-3% -$9.6K 0.09% 122
2023
Q2 		$360K Buy
9,687
+1,107
+13% +$41K 0.1% 101
2023
Q1 		$334K Buy
8,580
+651
+8% +$25.7K 0.11% 102
2022
Q4 		$312K Buy
+7,929
New +$299K 0.11% 94

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

LJI Wealth Management increased its Verizon (VZ) stake by 1.5% in Q2 2026, buying an estimated $5.11K and bringing the position to 7,428 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #156.

LJI Wealth Management first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $421K in Q1 2025. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • LJI Wealth Management held 7,428 shares of Verizon worth $314K as of Q2 2026.
  • LJI Wealth Management bought 109 Verizon shares in Q2 2026, an estimated $5.11K.
  • Verizon made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #156 holding.
  • LJI Wealth Management first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's Verizon position peaked at $421K in Q1 2025.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.