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LRI Investments’s Verizon VZ Stock Holding History

LRI 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 		$808K Buy
19,072
+1,968
+12% +$92.3K 0.06% 146
2026
Q1 		$859K Buy
17,104
+3,783
+28% +$175K 0.08% 125
2025
Q4 		$543K Sell
13,321
-6,830
-34% -$277K 0.04% 171
2025
Q3 		$886K Buy
20,151
+753
+4% +$32.6K 0.07% 124
2025
Q2 		$839K Sell
19,398
-99
-0.5% -$4.29K 0.07% 122
2025
Q1 		$884K Sell
19,497
-4,739
-20% -$197K 0.09% 116
2024
Q4 		$969K Buy
24,236
+2,833
+13% +$120K 0.09% 84
2024
Q3 		$875K Buy
21,403
+2,603
+14% +$109K 0.08% 99
2024
Q2 		$775K Buy
18,800
+4,143
+28% +$167K 0.09% 80
2024
Q1 		$615K Buy
+14,657
New +$591K 0.16% 66

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's VZ Position: Q2 2026 in Review

LRI Investments increased its Verizon (VZ) stake by 12% in Q2 2026, buying an estimated $92.3K and bringing the position to 19,072 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #146.

LRI Investments first reported a position in VZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $969K in Q4 2024. 1,488 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • LRI Investments held 19,072 shares of Verizon worth $808K as of Q2 2026.
  • LRI Investments bought 1,968 Verizon shares in Q2 2026, an estimated $92.3K.
  • Verizon made up 0.06% of LRI Investments's portfolio in Q2 2026, its #146 holding.
  • LRI Investments first reported a position in Verizon in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Verizon position peaked at $969K in Q4 2024.
  • 1,488 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.