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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Mount Lucas Management's VZ Position: Q1 2026 in Review

Mount Lucas Management increased its Verizon (VZ) stake by 129% in Q1 2026, buying an estimated $1.02M and bringing the position to 39,230 shares worth $1.97M. The position accounts for 0.73% of the portfolio, ranked #35.

Mount Lucas Management first reported a position in VZ in Q2 2025 and has held it in 4 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Mount Lucas Management held 39,230 shares of Verizon worth $1.97M as of Q1 2026.
  • Mount Lucas Management bought 22,110 Verizon shares in Q1 2026, an estimated $1.02M.
  • Verizon made up 0.73% of Mount Lucas Management's portfolio in Q1 2026, its #35 holding.
  • Mount Lucas Management first reported a position in Verizon in Q2 2025 and has held it in 4 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.