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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
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 $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

Walled Lake Planning & Wealth Management's VZ Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management opened a new position in Verizon (VZ) in Q1 2026: 5,046 shares worth $253K. The stake represents 0.07% of the portfolio and ranks #116 among its holdings. This is a return to the name: Walled Lake Planning & Wealth Management previously reported a position in VZ as recently as Q1 2023.

Walled Lake Planning & Wealth Management first reported a position in VZ in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.69M in Q4 2019. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Walled Lake Planning & Wealth Management held 5,046 shares of Verizon worth $253K as of Q1 2026.
  • Verizon was a new Walled Lake Planning & Wealth Management position in Q1 2026.
  • Verizon made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 15 quarters since.
  • Walled Lake Planning & Wealth Management's Verizon position peaked at $4.69M in Q4 2019.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.