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LMCG Investments’s Verizon VZ Stock Holding History

LMCG Investments’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 		$1.28M Buy
30,227
+1,901
+7% +$89.2K 0.07% 159
2026
Q1 		$1.42M Buy
28,326
+10,584
+60% +$491K 0.08% 141
2025
Q4 		$723K Buy
17,742
+6,714
+61% +$272K 0.04% 170
2025
Q3 		$485K Buy
+11,028
New +$477K 0.03% 188
2023
Q4 		– Sell
-9,379
Closed -$304K – 302
2023
Q3 		$304K Sell
9,379
-238,298
-96% -$8.05M 0.02% 275
2023
Q2 		$9.21M Sell
247,677
-3
-0% -$111 0.6% 54
2023
Q1 		$9.63M Buy
247,680
+2,448
+1% +$96.5K 0.64% 50
2022
Q4 		$9.66M Buy
245,232
+58,982
+32% +$2.22M 0.67% 47
2022
Q3 		$7.07M Sell
186,250
-5,113
-3% -$228K 0.52% 60
2022
Q2 		$9.71M Buy
191,363
+72
+0% +$3.64K 0.67% 42
2022
Q1 		$9.74M Buy
+191,291
New +$10.1M 0.56% 51
2015
Q3 		$9.25M Buy
212,697
+7,801
+4% +$360K 0.2% 199
2015
Q2 		$9.55M Sell
204,896
-5,693
-3% -$279K 0.21% 194
2015
Q1 		$10.2M Buy
210,589
+2,614
+1% +$126K 0.21% 196
2014
Q4 		$9.73M Buy
207,975
+6,511
+3% +$319K 0.21% 198
2014
Q3 		$10.1M Buy
201,464
+2,514
+1% +$125K 0.23% 191
2014
Q2 		$9.73M Sell
198,950
-10,649
-5% -$516K 0.21% 200
2014
Q1 		$9.97M Buy
209,599
+28,971
+16% +$1.37M 0.22% 194
2013
Q4 		$8.88M Sell
180,628
-3,736
-2% -$184K 0.19% 210
2013
Q3 		$8.61M Sell
184,364
-4,543
-2% -$222K 0.21% 185
2013
Q2 		$9.51M Buy
+188,907
New +$9.64M 0.25% 143

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

LMCG Investments's VZ Position: Q2 2026 in Review

LMCG Investments increased its Verizon (VZ) stake by 6.7% in Q2 2026, buying an estimated $89.2K and bringing the position to 30,227 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #159.

LMCG Investments first reported a position in VZ in Q2 2013 and has held it in 21 quarters since. The position peaked at $10.2M in Q1 2015. 1,723 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • LMCG Investments held 30,227 shares of Verizon worth $1.28M as of Q2 2026.
  • LMCG Investments bought 1,901 Verizon shares in Q2 2026, an estimated $89.2K.
  • Verizon made up 0.07% of LMCG Investments's portfolio in Q2 2026, its #159 holding.
  • LMCG Investments first reported a position in Verizon in Q2 2013 and has held it in 21 quarters since.
  • LMCG Investments's Verizon position peaked at $10.2M in Q1 2015.
  • 1,723 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.