Lloyd Advisory Services’s Verizon VZ Stock Holding History

Lloyd Advisory Services’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	$312K	Buy	7,369 +6,767	+1,124%	+$317K	0.12%	89
2026 Q1	$30.2K	Sell	602 -5,442	-90%	-$252K	0.01%	332
2025 Q4	$246K	Sell	6,044 -2,680	-31%	-$109K	0.1%	93
2025 Q3	$383K	Sell	8,724 -4,353	-33%	-$188K	0.18%	54
2025 Q2	$566K	Sell	13,077 -1,111	-8%	-$48.1K	0.27%	50
2025 Q1	$644K	Sell	14,188 -818	-5%	-$34.1K	0.32%	46
2024 Q4	$600K	Buy	15,006 +766	+5%	+$32.3K	0.28%	49
2024 Q3	$640K	Buy	14,240 +21	+0.1%	+$876	0.31%	47
2024 Q2	$586K	Sell	14,219 -20,801	-59%	-$838K	0.28%	48
2024 Q1	$1.47M	Buy	35,020 +19,376	+124%	+$782K	0.31%	50
2023 Q4	$590K	Sell	15,644 -21,613	-58%	-$765K	0.28%	47
2023 Q3	$1.21M	Buy	+37,257	New	+$1.26M	0.4%	52
2022 Q3	–	Sell	-8,271	Closed	-$419K	–	77
2022 Q2	$419K	Sell	8,271 -53	-0.6%	-$2.68K	0.33%	33
2022 Q1	$424K	Buy	8,324 +1,263	+18%	+$66.9K	0.2%	50
2021 Q4	$367K	Buy	7,061 +1,050	+17%	+$54.8K	0.17%	52
2021 Q3	$325K	Buy	6,011 +136	+2%	+$7.52K	0.17%	49
2021 Q2	$329K	Buy	5,875 +112	+2%	+$6.43K	0.17%	50
2021 Q1	$335K	Sell	5,763 -694	-11%	-$39.2K	0.18%	40
2020 Q4	$379K	Sell	6,457 -62	-1%	-$3.68K	0.21%	30
2020 Q3	$388K	Sell	6,519 -493	-7%	-$28.6K	0.24%	25
2020 Q2	$387K	Sell	7,012 -492	-7%	-$27.7K	0.24%	28
2020 Q1	$403K	Sell	7,504 -758	-9%	-$43.4K	0.3%	28
2019 Q4	$507K	Buy	+8,262	New	+$498K	0.46%	26

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lloyd Advisory Services's VZ Position: Q2 2026 in Review

Lloyd Advisory Services increased its Verizon (VZ) stake by 1,124% in Q2 2026, buying an estimated $317K and bringing the position to 7,369 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #89.

Lloyd Advisory Services first reported a position in VZ in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.47M in Q1 2024. 3,124 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Lloyd Advisory Services held 7,369 shares of Verizon worth $312K as of Q2 2026.
Lloyd Advisory Services bought 6,767 Verizon shares in Q2 2026, an estimated $317K.
Verizon made up 0.12% of Lloyd Advisory Services's portfolio in Q2 2026, its #89 holding.
Lloyd Advisory Services first reported a position in Verizon in Q4 2019 and has held it in 23 quarters since.
Lloyd Advisory Services's Verizon position peaked at $1.47M in Q1 2024.
3,124 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.