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LM Advisors’s Verizon VZ Stock Holding History

LM 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
2026
Q1 		$24.2K Buy
1,213
+194
+19% +$8.99K 0.38% 60
2025
Q4 		$25K Sell
1,019
-24,325
-96% -$987K 0.45% 56
2025
Q3 		$1.11M Buy
25,344
+2
+0% +$87 0.16% 86
2025
Q2 		$1.1M Sell
25,342
-1,872
-7% -$81.1K 0.14% 77
2025
Q1 		$1.23M Sell
27,214
-1,112
-4% -$46.3K 0.22% 79
2024
Q4 		$1.13M Sell
28,326
-2,941
-9% -$124K 0.2% 79
2024
Q3 		$1.4M Sell
31,267
-1,134
-3% -$47.3K 0.29% 63
2024
Q2 		$1.34M Sell
32,401
-2,289
-7% -$92.3K ﹤0.01% 82
2024
Q1 		$1.46M Sell
34,690
-59,665
-63% -$2.41M 0.23% 79
2023
Q4 		$3.56M Buy
+94,355
New +$3.34M 0.72% 29

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LM Advisors's VZ Position: Q1 2026 in Review

LM Advisors increased its Verizon (VZ) stake by 19% in Q1 2026, buying an estimated $8.99K and bringing the position to 1,213 shares worth $24.2K. The position accounts for 0.38% of the portfolio, ranked #60.

LM Advisors first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.56M in Q4 2023. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • LM Advisors held 1,213 shares of Verizon worth $24.2K as of Q1 2026.
  • LM Advisors bought 194 Verizon shares in Q1 2026, an estimated $8.99K.
  • Verizon made up 0.38% of LM Advisors's portfolio in Q1 2026, its #60 holding.
  • LM Advisors first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's Verizon position peaked at $3.56M in Q4 2023.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.