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Aegis Wealth Management (Maryland)’s Verizon VZ Stock Holding History

Aegis Wealth Management (Maryland)’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 		$258K Sell
6,084
-74
-1% -$3.47K 0.12% 141
2026
Q1 		$309K Sell
6,158
-55
-0.9% -$2.55K 0.18% 93
2025
Q4 		$253K Sell
6,213
-330
-5% -$13.4K 0.14% 109
2025
Q3 		$288K Sell
6,543
-167
-2% -$7.23K 0.15% 99
2025
Q2 		$304K Hold
6,710
– – 0.18% 90
2025
Q1 		$304K Buy
6,710
+5
+0.1% +$208 0.18% 94
2024
Q4 		$268K Buy
+6,705
New +$283K 0.18% 94

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

Aegis Wealth Management (Maryland)'s VZ Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Verizon (VZ) stake by 1.2% in Q2 2026, selling an estimated $3.47K and leaving 6,084 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #141.

Aegis Wealth Management (Maryland) first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q1 2026. 3,125 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 6,084 shares of Verizon worth $258K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 74 Verizon shares in Q2 2026, an estimated $3.47K.
  • Verizon made up 0.12% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #141 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Verizon position peaked at $309K in Q1 2026.
  • 3,125 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.