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Lodestone Wealth Management’s Verizon VZ Stock Holding History

Lodestone Wealth Management’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 		$66.2K Sell
1,562
-209
-12% -$9.8K 0.02% 283
2026
Q1 		$88.9K Buy
1,771
+2
+0.1% +$93 0.04% 235
2025
Q4 		$72.1K Buy
+1,769
New +$71.8K 0.03% 252
2024
Q3 		– Sell
-8,110
Closed -$334K – 154
2024
Q2 		$334K Sell
8,110
-196
-2% -$7.9K 0.18% 116
2024
Q1 		$349K Buy
8,306
+279
+3% +$11.3K 0.18% 114
2023
Q4 		$303K Sell
8,027
-1,026
-11% -$36.3K 0.18% 117
2023
Q3 		$293K Buy
9,053
+747
+9% +$25.2K 0.21% 104
2023
Q2 		$309K Buy
8,306
+132
+2% +$4.89K 0.21% 109
2023
Q1 		$318K Buy
8,174
+11
+0.1% +$434 0.25% 99
2022
Q4 		$322K Buy
+8,163
New +$308K 0.26% 88

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Lodestone Wealth Management's VZ Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Verizon (VZ) stake by 12% in Q2 2026, selling an estimated $9.8K and leaving 1,562 shares worth $66.2K. The position accounts for 0.02% of the portfolio, ranked #283.

Lodestone Wealth Management first reported a position in VZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $349K in Q1 2024. 1,645 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Lodestone Wealth Management held 1,562 shares of Verizon worth $66.2K as of Q2 2026.
  • Lodestone Wealth Management sold 209 Verizon shares in Q2 2026, an estimated $9.8K.
  • Verizon made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Lodestone Wealth Management first reported a position in Verizon in Q4 2022 and has held it in 10 quarters since.
  • Lodestone Wealth Management's Verizon position peaked at $349K in Q1 2024.
  • 1,645 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.