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Alaethes Wealth’s Verizon VZ Stock Holding History

Alaethes Wealth’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 		$2M Buy
39,919
+7,063
+21% +$327K 0.57% 55
2025
Q4 		$1.34M Sell
32,856
-699
-2% -$28.4K 0.38% 79
2025
Q3 		$1.47M Buy
+33,555
New +$1.45M 0.42% 79
2022
Q2 		– Sell
-2,984
Closed -$152K – 288
2022
Q1 		$152K Sell
2,984
-324
-10% -$17.2K 0.1% 106
2021
Q4 		$172K Sell
3,308
-16,130
-83% -$842K 0.11% 100
2021
Q3 		$1.05M Buy
19,438
+3,324
+21% +$184K 0.76% 51
2021
Q2 		$903K Buy
16,114
+402
+3% +$23.1K 0.7% 59
2021
Q1 		$914K Buy
+15,712
New +$887K 0.85% 42

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

Alaethes Wealth's VZ Position: Q1 2026 in Review

Alaethes Wealth increased its Verizon (VZ) stake by 21% in Q1 2026, buying an estimated $327K and bringing the position to 39,919 shares worth $2M. The position accounts for 0.57% of the portfolio, ranked #55.

Alaethes Wealth first reported a position in VZ in Q1 2021 and has held it in 8 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Alaethes Wealth held 39,919 shares of Verizon worth $2M as of Q1 2026.
  • Alaethes Wealth bought 7,063 Verizon shares in Q1 2026, an estimated $327K.
  • Verizon made up 0.57% of Alaethes Wealth's portfolio in Q1 2026, its #55 holding.
  • Alaethes Wealth first reported a position in Verizon in Q1 2021 and has held it in 8 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.