LIG
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Lokken Investment Group’s Verizon VZ Stock Holding History

Lokken Investment 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
Q3 		$450K Sell
10,246
-105
-1% -$4.54K 0.15% 95
2025
Q2 		$448K Buy
10,351
+52
+0.5% +$2.25K 0.17% 87
2025
Q1 		$467K Sell
10,299
-309
-3% -$12.9K 0.2% 83
2024
Q4 		$424K Sell
10,608
-4
-0% -$169 0.18% 88
2024
Q3 		$477K Sell
10,612
-325
-3% -$13.6K 0.2% 90
2024
Q2 		$451K Sell
10,937
-260
-2% -$10.5K 0.21% 86
2024
Q1 		$470K Buy
11,197
+136
+1% +$5.49K 0.23% 87
2023
Q4 		$417K Sell
11,061
-16,002
-59% -$566K 0.24% 84
2023
Q3 		$877K Sell
27,063
-417
-2% -$14.1K 0.58% 43
2023
Q2 		$1.02M Buy
27,480
+3,007
+12% +$111K 0.67% 34
2023
Q1 		$952K Buy
24,473
+13,660
+126% +$539K 0.72% 32
2022
Q4 		$426K Buy
10,813
+1,911
+21% +$72K 0.34% 71
2022
Q3 		$338K Buy
8,902
+9
+0.1% +$401 0.29% 75
2022
Q2 		$451K Sell
8,893
-35
-0.4% -$1.77K 0.37% 59
2022
Q1 		$413K Sell
8,928
-419
-4% -$22.2K 0.33% 72
2021
Q4 		$486K Buy
9,347
+1,311
+16% +$68.4K 0.35% 61
2021
Q3 		$434K Sell
8,036
-1,287
-14% -$71.2K 0.34% 63
2021
Q2 		$522K Sell
9,323
-276
-3% -$15.8K 0.42% 54
2021
Q1 		$558K Buy
9,599
+269
+3% +$15.2K 0.49% 49
2020
Q4 		$548K Buy
+9,330
New +$554K 0.5% 45

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lokken Investment Group's VZ Position: Q3 2025 in Review

Lokken Investment Group reduced its Verizon (VZ) stake by 1% in Q3 2025, selling an estimated $4.54K and leaving 10,246 shares worth $450K. The position accounts for 0.15% of the portfolio, ranked #95.

Lokken Investment Group first reported a position in VZ in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.02M in Q2 2023. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Lokken Investment Group held 10,246 shares of Verizon worth $450K as of Q3 2025.
  • Lokken Investment Group sold 105 Verizon shares in Q3 2025, an estimated $4.54K.
  • Verizon made up 0.15% of Lokken Investment Group's portfolio in Q3 2025, its #95 holding.
  • Lokken Investment Group first reported a position in Verizon in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Verizon position peaked at $1.02M in Q2 2023.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.