AWM
VZ icon

AE Wealth Management’s Verizon VZ Stock Holding History

AE 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 		$52.7M Sell
1,049,416
-315,710
-23% -$14.6M 0.28% 90
2025
Q4 		$55.6M Buy
1,365,126
+179,385
+15% +$7.28M 0.32% 80
2025
Q3 		$52.1M Buy
1,185,741
+125,645
+12% +$5.44M 0.33% 76
2025
Q2 		$45.9M Buy
1,060,096
+47,220
+5% +$2.04M 0.34% 76
2025
Q1 		$45.9M Buy
1,012,876
+59,629
+6% +$2.48M 0.39% 63
2024
Q4 		$38.1M Buy
953,247
+96,556
+11% +$4.07M 0.32% 76
2024
Q3 		$38.5M Buy
856,691
+23,890
+3% +$997K 0.35% 67
2024
Q2 		$34.3M Buy
832,801
+38,449
+5% +$1.55M 0.34% 66
2024
Q1 		$33.3M Sell
794,352
-925,447
-54% -$37.3M 0.38% 67
2023
Q4 		$72.9M Buy
1,719,799
+121,340
+8% +$4.29M 0.37% 43
2023
Q3 		$51.8M Buy
1,598,459
+101,401
+7% +$3.43M 0.31% 61
2023
Q2 		$55.7M Buy
1,497,058
+305,670
+26% +$11.3M 0.33% 49
2023
Q1 		$46.3M Buy
1,191,388
+348,971
+41% +$13.8M 0.3% 60
2022
Q4 		$33.2M Sell
842,417
-18,471
-2% -$696K 0.24% 84
2022
Q3 		$32.7M Sell
860,888
-35,095
-4% -$1.56M 0.26% 78
2022
Q2 		$45.5M Buy
895,983
+178,109
+25% +$9.01M 0.36% 54
2022
Q1 		$36.6M Buy
717,874
+77,984
+12% +$4.13M 0.25% 79
2021
Q4 		$33.2M Buy
639,890
+88,080
+16% +$4.6M 0.23% 98
2021
Q3 		$29.8M Buy
551,810
+36,944
+7% +$2.04M 0.25% 90
2021
Q2 		$28.8M Buy
514,866
+38,281
+8% +$2.2M 0.25% 94
2021
Q1 		$27.7M Buy
476,585
+9,839
+2% +$555K 0.28% 84
2020
Q4 		$27.4M Buy
466,746
+38,767
+9% +$2.3M 0.31% 76
2020
Q3 		$25.5M Buy
427,979
+9,897
+2% +$575K 0.36% 55
2020
Q2 		$23M Buy
418,082
+121,957
+41% +$6.86M 0.36% 60
2020
Q1 		$15.9M Buy
296,125
+48,998
+20% +$2.8M 0.37% 52
2019
Q4 		$15.2M Buy
247,127
+30,705
+14% +$1.85M 0.33% 65
2019
Q3 		$13.1M Sell
216,422
-20,506
-9% -$1.18M 0.38% 54
2019
Q2 		$13.5M Buy
236,928
+102,061
+76% +$5.88M 0.41% 52
2019
Q1 		$7.97M Buy
134,867
+9,591
+8% +$543K 0.55% 41
2018
Q4 		$7.04M Sell
125,276
-28,629
-19% -$1.62M 1.21% 12
2018
Q3 		$8.22M Buy
153,905
+52,758
+52% +$2.79M 0.45% 43
2018
Q2 		$5.09M Sell
101,147
-1,679
-2% -$81.3K 0.35% 51
2018
Q1 		$4.92M Sell
102,826
-1,766
-2% -$88.8K 0.38% 47
2017
Q4 		$5.54M Buy
104,592
+9,089
+10% +$447K 0.49% 39
2017
Q3 		$4.73M Sell
95,503
-3,135
-3% -$148K 0.44% 37
2017
Q2 		$4.41M Buy
98,638
+10,656
+12% +$496K 0.53% 38
2017
Q1 		$4.29M Buy
87,982
+36,203
+70% +$1.82M 0.8% 23
2016
Q4 		$2.76M Buy
+51,779
New +$2.59M 1.12% 15

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

AE Wealth Management's VZ Position: Q1 2026 in Review

AE Wealth Management reduced its Verizon (VZ) stake by 23% in Q1 2026, selling an estimated $14.6M and leaving 1,049,416 shares worth $52.7M. The position accounts for 0.28% of the portfolio, ranked #90.

AE Wealth Management first reported a position in VZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $72.9M in Q4 2023. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • AE Wealth Management held 1,049,416 shares of Verizon worth $52.7M as of Q1 2026.
  • AE Wealth Management sold 315,710 Verizon shares in Q1 2026, an estimated $14.6M.
  • Verizon made up 0.28% of AE Wealth Management's portfolio in Q1 2026, its #90 holding.
  • AE Wealth Management first reported a position in Verizon in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Verizon position peaked at $72.9M in Q4 2023.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.