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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
Q2 		$1.01M Buy
23,913
+22,700
+1,871% +$1.06M 0.12% 107
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 0.24% 68
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LM Advisors's VZ Position: Q2 2026 in Review

LM Advisors increased its Verizon (VZ) stake by 1,871% in Q2 2026, buying an estimated $1.06M and bringing the position to 23,913 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #107.

LM Advisors first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.56M in Q4 2023. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • LM Advisors held 23,913 shares of Verizon worth $1.01M as of Q2 2026.
  • LM Advisors bought 22,700 Verizon shares in Q2 2026, an estimated $1.06M.
  • Verizon made up 0.12% of LM Advisors's portfolio in Q2 2026, its #107 holding.
  • LM Advisors first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Verizon position peaked at $3.56M in Q4 2023.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.