LWM
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Lyell Wealth Management’s Verizon VZ Stock Holding History

Lyell 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 		$255K Buy
6,031
+1,986
+49% +$93.2K 0.02% 211
2026
Q1 		$203K Buy
+4,045
New +$187K 0.01% 211
2024
Q2 		– Sell
-5,105
Closed -$214K – 205
2024
Q1 		$214K Sell
5,105
-872
-15% -$35.2K 0.02% 191
2023
Q4 		$225K Sell
5,977
-384
-6% -$13.6K 0.03% 181
2023
Q3 		$206K Sell
6,361
-12,576
-66% -$425K 0.03% 176
2023
Q2 		$704K Sell
18,937
-9,534
-33% -$353K 0.09% 119
2023
Q1 		$1.11M Sell
28,471
-19,138
-40% -$755K 0.16% 102
2022
Q4 		$1.88M Sell
47,609
-40,416
-46% -$1.52M 0.3% 86
2022
Q3 		$3.34M Sell
88,025
-9,890
-10% -$440K 0.57% 65
2022
Q2 		$4.97M Sell
97,915
-2,506
-2% -$127K 0.81% 42
2022
Q1 		$5.12M Sell
100,421
-1,650
-2% -$87.4K 0.66% 53
2021
Q4 		$5.3M Sell
102,071
-1,717
-2% -$89.6K 0.61% 57
2021
Q3 		$5.61M Buy
103,788
+2,460
+2% +$136K 0.68% 53
2021
Q2 		$5.68M Sell
101,328
-1,361
-1% -$78.1K 0.7% 51
2021
Q1 		$5.97M Buy
102,689
+4,343
+4% +$245K 0.87% 47
2020
Q4 		$5.78M Buy
98,346
+8,553
+10% +$508K 0.92% 41
2020
Q3 		$5.34M Buy
89,793
+1,546
+2% +$89.8K 1% 38
2020
Q2 		$4.87M Buy
88,247
+3,866
+5% +$217K 1.07% 40
2020
Q1 		$4.53M Buy
84,381
+7,657
+10% +$438K 1.36% 33
2019
Q4 		$4.71M Buy
76,724
+2,306
+3% +$139K 1.26% 36
2019
Q3 		$4.49M Buy
74,418
+17,070
+30% +$983K 1.35% 35
2019
Q2 		$3.28M Buy
57,348
+4,698
+9% +$271K 0.99% 45
2019
Q1 		$3.11M Buy
+52,650
New +$2.98M 1.04% 41

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Lyell Wealth Management increased its Verizon (VZ) stake by 49% in Q2 2026, buying an estimated $93.2K and bringing the position to 6,031 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #211.

Lyell Wealth Management first reported a position in VZ in Q1 2019 and has held it in 23 quarters since. The position peaked at $5.97M in Q1 2021. 3,129 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Lyell Wealth Management held 6,031 shares of Verizon worth $255K as of Q2 2026.
  • Lyell Wealth Management bought 1,986 Verizon shares in Q2 2026, an estimated $93.2K.
  • Verizon made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Lyell Wealth Management first reported a position in Verizon in Q1 2019 and has held it in 23 quarters since.
  • Lyell Wealth Management's Verizon position peaked at $5.97M in Q1 2021.
  • 3,129 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.