LMG Wealth Partners’s Verizon VZ Stock Holding History

LMG Wealth Partners’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	$3.27M	Buy	65,193 +5,498	+9%	+$255K	0.6%	53
2025 Q4	$2.43M	Buy	59,695 +782	+1%	+$31.7K	0.45%	63
2025 Q3	$2.59M	Buy	58,913 +2,411	+4%	+$104K	0.48%	60
2025 Q2	$2.44M	Buy	56,502 +23	+0%	+$996	0.5%	60
2025 Q1	$2.56M	Buy	56,479 +3,542	+7%	+$147K	0.57%	52
2024 Q4	$2.12M	Buy	52,937 +1,666	+3%	+$70.3K	0.46%	61
2024 Q3	$2.3M	Buy	51,271 +2,109	+4%	+$88K	0.53%	53
2024 Q2	$2.03M	Buy	49,162 +4,192	+9%	+$169K	0.51%	52
2024 Q1	$1.89M	Sell	44,970 -9,674	-18%	-$390K	0.48%	55
2023 Q4	$2.06M	Buy	54,644 +13,532	+33%	+$479K	0.57%	51
2023 Q3	$1.33M	Buy	41,112 +3,298	+9%	+$111K	0.41%	59
2023 Q2	$1.41M	Buy	37,814 +1,496	+4%	+$55.4K	0.43%	52
2023 Q1	$1.41M	Buy	36,318 +996	+3%	+$39.3K	0.46%	55
2022 Q4	$1.44M	Buy	+35,322	New	+$1.33M	0.48%	50

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LMG Wealth Partners's VZ Position: Q1 2026 in Review

LMG Wealth Partners increased its Verizon (VZ) stake by 9.2% in Q1 2026, buying an estimated $255K and bringing the position to 65,193 shares worth $3.27M. The position accounts for 0.6% of the portfolio, ranked #53.

LMG Wealth Partners first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

LMG Wealth Partners held 65,193 shares of Verizon worth $3.27M as of Q1 2026.
LMG Wealth Partners bought 5,498 Verizon shares in Q1 2026, an estimated $255K.
Verizon made up 0.6% of LMG Wealth Partners's portfolio in Q1 2026, its #53 holding.
LMG Wealth Partners first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.