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Mount Lucas Management’s Verizon VZ Stock Holding History

Mount Lucas 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 		$1.72M Buy
40,699
+1,469
+4% +$68.9K 0.61% 45
2026
Q1 		$1.97M Buy
39,230
+22,110
+129% +$1.02M 0.73% 35
2025
Q4 		$697K Buy
17,120
+401
+2% +$16.3K 0.28% 127
2025
Q3 		$735K Sell
16,719
-222
-1% -$9.61K 0.3% 117
2025
Q2 		$733K Buy
+16,941
New +$734K 0.31% 107

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 $3.38T AUM 44.17% 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

Mount Lucas Management's VZ Position: Q2 2026 in Review

Mount Lucas Management increased its Verizon (VZ) stake by 3.7% in Q2 2026, buying an estimated $68.9K and bringing the position to 40,699 shares worth $1.72M. The position accounts for 0.61% of the portfolio, ranked #45.

Mount Lucas Management first reported a position in VZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Mount Lucas Management held 40,699 shares of Verizon worth $1.72M as of Q2 2026.
  • Mount Lucas Management bought 1,469 Verizon shares in Q2 2026, an estimated $68.9K.
  • Verizon made up 0.61% of Mount Lucas Management's portfolio in Q2 2026, its #45 holding.
  • Mount Lucas Management first reported a position in Verizon in Q2 2025 and has held it in 5 quarters since.
  • Mount Lucas Management's Verizon position peaked at $1.97M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.