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Affinity Wealth Management’s Verizon VZ Stock Holding History

Affinity 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 		$223K Sell
5,278
-80
-1% -$3.75K 0.03% 109
2026
Q1 		$269K Sell
5,358
-3,266
-38% -$151K 0.04% 86
2025
Q4 		$351K Buy
8,624
+46
+0.5% +$1.87K 0.05% 72
2025
Q3 		$377K Hold
8,578
– – 0.06% 68
2025
Q2 		$371K Hold
8,578
– – 0.06% 68
2025
Q1 		$389K Hold
8,578
– – 0.07% 64
2024
Q4 		$343K Buy
8,578
+80
+0.9% +$3.38K 0.06% 71
2024
Q3 		$382K Hold
8,498
– – 0.07% 71
2024
Q2 		$350K Hold
8,498
– – 0.06% 70
2024
Q1 		$357K Sell
8,498
-309
-4% -$12.5K 0.07% 72
2023
Q4 		$332K Buy
8,807
+202
+2% +$7.15K 0.07% 72
2023
Q3 		$279K Sell
8,605
-390
-4% -$13.2K 0.06% 79
2023
Q2 		$335K Buy
8,995
+2
+0% +$74 0.08% 73
2023
Q1 		$350K Buy
8,993
+1
+0% +$39 0.08% 76
2022
Q4 		$354K Buy
8,992
+28
+0.3% +$1.05K 0.08% 67
2022
Q3 		$340K Buy
8,964
+100
+1% +$4.45K 0.08% 68
2022
Q2 		$447K Sell
8,864
-54
-0.6% -$2.73K 0.1% 63
2022
Q1 		$482K Sell
8,918
-1,073
-11% -$56.8K 0.1% 61
2021
Q4 		$535K Sell
9,991
-1,942
-16% -$101K 0.11% 64
2021
Q3 		$649K Sell
11,933
-19
-0.2% -$1.05K 0.13% 65
2021
Q2 		$669K Hold
11,952
– – 0.13% 62
2021
Q1 		$698K Sell
11,952
-5,185
-30% -$293K 0.14% 58
2020
Q4 		$978K Buy
17,137
+8
+0% +$475 0.21% 55
2020
Q3 		$1.02M Hold
17,129
– – 0.27% 49
2020
Q2 		$985K Hold
17,129
– – 1.24% 30
2020
Q1 		$973K Sell
17,129
-1,844
-10% -$106K 0.58% 29
2019
Q4 		$1.17M Buy
18,973
+3,266
+21% +$197K 0.43% 40
2019
Q3 		$948K Sell
15,707
-271
-2% -$15.6K 0.38% 45
2019
Q2 		$913K Sell
15,978
-833
-5% -$48K 0.36% 45
2019
Q1 		$994K Hold
16,811
– – 0.39% 42
2018
Q4 		$945K Buy
+16,811
New +$954K 0.57% 29
2017
Q3 		$704K Sell
14,233
-114
-0.8% -$5.36K 0.43% 17
2017
Q2 		$641K Sell
14,347
-43
-0.3% -$2K 0.41% 16
2017
Q1 		$701K Buy
14,390
+996
+7% +$50K 0.39% 17
2016
Q4 		$715K Buy
13,394
+364
+3% +$18.2K 0.4% 19
2016
Q3 		$677K Sell
13,030
-11
-0.1% -$590 0.44% 19
2016
Q2 		$728K Buy
13,041
+11
+0.1% +$571 0.5% 16
2016
Q1 		$705K Buy
13,030
+1,628
+14% +$81.4K 0.43% 20
2015
Q4 		$527K Buy
11,402
+483
+4% +$21.9K 0.35% 23
2015
Q3 		$475K Sell
10,919
-1,108
-9% -$51.1K 0.48% 17
2015
Q2 		$560K Buy
12,027
+913
+8% +$44.7K 0.36% 19
2015
Q1 		$541K Buy
11,114
+2,130
+24% +$103K 0.32% 18
2014
Q4 		$420K Buy
+8,984
New +$440K 0.34% 19
2014
Q2 		$447K Buy
+9,140
New +$443K 0.43% 11
2013
Q3 		$449K Buy
9,614
+1,477
+18% +$72.1K 0.2% 34
2013
Q2 		$410K Buy
+8,137
New +$415K 0.19% 28

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Affinity Wealth Management's VZ Position: Q2 2026 in Review

Affinity Wealth Management reduced its Verizon (VZ) stake by 1.5% in Q2 2026, selling an estimated $3.75K and leaving 5,278 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #109.

Affinity Wealth Management first reported a position in VZ in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.17M in Q4 2019. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Affinity Wealth Management held 5,278 shares of Verizon worth $223K as of Q2 2026.
  • Affinity Wealth Management sold 80 Verizon shares in Q2 2026, an estimated $3.75K.
  • Verizon made up 0.03% of Affinity Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Affinity Wealth Management first reported a position in Verizon in Q2 2013 and has held it in 46 quarters since.
  • Affinity Wealth Management's Verizon position peaked at $1.17M in Q4 2019.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.