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Lockerman Financial Group’s Verizon VZ Stock Holding History

Lockerman Financial Group’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
2025
Q2 		– Sell
-5,066
Closed -$230K – 132
2025
Q1 		$230K Buy
5,066
+44
+0.9% +$1.83K 0.35% 102
2024
Q4 		$201K Buy
5,022
+2
+0% +$84 0.34% 103
2024
Q3 		$225K Sell
5,020
-910
-15% -$38K 0.38% 97
2024
Q2 		$245K Buy
5,930
+8
+0.1% +$322 0.44% 88
2024
Q1 		$248K Buy
+5,922
New +$239K 0.48% 81

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lockerman Financial Group's VZ Position: Q2 2025 in Review

Lockerman Financial Group sold out of Verizon (VZ) in Q2 2025, closing a stake of 5,066 shares — an estimated $230K sold.

Lockerman Financial Group first reported a position in VZ in Q1 2024 and held it in 5 quarters. The position peaked at $248K in Q1 2024. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Lockerman Financial Group reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 5,066 Verizon shares in Q2 2025, an estimated $230K.
  • Lockerman Financial Group first reported a position in Verizon in Q1 2024 and held it in 5 quarters.
  • Lockerman Financial Group's Verizon position peaked at $248K in Q1 2024.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Lockerman Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.