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Walled Lake Planning & Wealth Management’s Verizon VZ Stock Holding History

Walled Lake Planning & 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 		– Sell
-5,046
Closed -$253K – 146
2026
Q1 		$253K Buy
+5,046
New +$234K 0.07% 116
2023
Q2 		– Sell
-30,936
Closed -$1.2M – 103
2023
Q1 		$1.2M Buy
30,936
+6,287
+26% +$248K 0.63% 36
2022
Q4 		$971K Sell
24,649
-66,351
-73% -$2.5M 0.66% 31
2022
Q3 		$3.46M Buy
91,000
+3,931
+5% +$175K 2.41% 20
2022
Q2 		$4.42M Buy
87,069
+4,218
+5% +$213K 3.04% 14
2022
Q1 		$4.22M Buy
82,851
+2,682
+3% +$142K 2.51% 17
2021
Q4 		$4.17M Buy
80,169
+723
+0.9% +$37.7K 2.42% 18
2021
Q3 		$4.29M Buy
79,446
+2,509
+3% +$139K 2.65% 16
2021
Q2 		$4.31M Buy
76,937
+1,155
+2% +$66.3K 2.8% 14
2021
Q1 		$4.41M Buy
75,782
+1,500
+2% +$84.6K 3.06% 12
2020
Q4 		$4.36M Sell
74,282
-397
-0.5% -$23.6K 3.32% 10
2020
Q3 		$4.44M Buy
74,679
+348
+0.5% +$20.2K 3.6% 9
2020
Q2 		$4.1M Sell
74,331
-980
-1% -$55.1K 3.43% 12
2020
Q1 		$4.05M Sell
75,311
-1,059
-1% -$60.6K 3.7% 12
2019
Q4 		$4.69M Buy
+76,370
New +$4.61M 3.38% 14

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

Walled Lake Planning & Wealth Management's VZ Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 5,046 shares — an estimated $253K sold.

Walled Lake Planning & Wealth Management first reported a position in VZ in Q4 2019 and held it in 15 quarters. The position peaked at $4.69M in Q4 2019. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Walled Lake Planning & Wealth Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 5,046 Verizon shares in Q2 2026, an estimated $253K.
  • Walled Lake Planning & Wealth Management first reported a position in Verizon in Q4 2019 and held it in 15 quarters.
  • Walled Lake Planning & Wealth Management's Verizon position peaked at $4.69M in Q4 2019.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.