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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VZ overviewAll 13F holders of VZFull Q2 2026 holdings

Shares (Q2 2026)
6,031
Value
$255.4K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2021
Holdings of VZ by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,031$255.4K<0.1%+1,986+49.1%AddedHolders
Q1 20264,045$203.1K<0.1%+4,045NewHolders
Q2 20240$00.0%−5,105−100.0%Sold outHolders
Q1 20245,105$214.2K<0.1%−872−14.6%ReducedHolders
Q4 20235,977$225.3K<0.1%−384−6.0%ReducedHolders
Q3 20236,361$206.2K<0.1%−12,576−66.4%ReducedHolders
Q2 202318,937$704.3K0.1%−9,534−33.5%ReducedHolders
Q1 202328,471$1.11M0.2%−19,138−40.2%ReducedHolders
Q4 202247,609$1.88M0.3%−40,416−45.9%ReducedHolders
Q3 202288,025$3.34M0.6%−9,890−10.1%ReducedHolders
Q2 202297,915$4.97M0.8%−2,506−2.5%ReducedHolders
Q1 2022100,421$5.12M0.7%−1,650−1.6%ReducedHolders
Q4 2021102,071$5.30M0.6%−1,717−1.7%ReducedHolders
Q3 2021103,788$5.61M0.7%+2,460+2.4%AddedHolders
Q2 2021101,328$5.68M0.7%−1,361−1.3%ReducedHolders
Q1 2021102,689$5.97M0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.