LL
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LWMG LLC’s Verizon VZ Stock Holding History

LWMG LLC’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
2024
Q3 		$408K Sell
9,090
-366
-4% -$15.3K 0.08% 67
2024
Q2 		$390K Sell
9,456
-222
-2% -$8.95K 0.08% 66
2024
Q1 		$406K Buy
9,678
+131
+1% +$5.28K 0.09% 62
2023
Q4 		$360K Sell
9,547
-100
-1% -$3.54K 0.09% 66
2023
Q3 		$313K Sell
9,647
-2,368
-20% -$80K 0.09% 69
2023
Q2 		$447K Sell
12,015
-1,420
-11% -$52.6K 0.13% 56
2023
Q1 		$522K Buy
13,435
+974
+8% +$38.4K 0.16% 47
2022
Q4 		$491K Buy
+12,461
New +$470K 0.18% 60

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LWMG LLC's VZ Position: Q3 2024 in Review

LWMG LLC reduced its Verizon (VZ) stake by 3.9% in Q3 2024, selling an estimated $15.3K and leaving 9,090 shares worth $408K. The position accounts for 0.08% of the portfolio, ranked #67.

LWMG LLC first reported a position in VZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $522K in Q1 2023. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • LWMG LLC held 9,090 shares of Verizon worth $408K as of Q3 2024.
  • LWMG LLC sold 366 Verizon shares in Q3 2024, an estimated $15.3K.
  • Verizon made up 0.08% of LWMG LLC's portfolio in Q3 2024, its #67 holding.
  • LWMG LLC first reported a position in Verizon in Q4 2022 and has held it in 8 quarters since.
  • LWMG LLC's Verizon position peaked at $522K in Q1 2023.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.