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Allen Mooney & Barnes Investment Advisors’s Verizon VZ Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$246K Sell
5,803
-7,955
-58% -$373K 0.04% 141
2026
Q1 		$691K Buy
13,758
+1,257
+10% +$58.3K 0.1% 86
2025
Q4 		$509K Sell
12,501
-1,065
-8% -$43.2K 0.08% 100
2025
Q3 		$596K Sell
13,566
-1,135
-8% -$49.1K 0.09% 94
2025
Q2 		$636K Sell
14,701
-15,720
-52% -$681K 0.1% 88
2025
Q1 		$1.38M Buy
30,421
+748
+3% +$31.1K 0.22% 64
2024
Q4 		$1.19M Sell
29,673
-2,054
-6% -$86.6K 0.2% 65
2024
Q3 		$1.42M Sell
31,727
-1,459
-4% -$60.9K 0.24% 60
2024
Q2 		$1.37M Sell
33,186
-3,306
-9% -$133K 0.24% 60
2024
Q1 		$1.47M Sell
36,492
-3,111
-8% -$125K 0.28% 58
2023
Q4 		$1.49M Buy
39,603
+1,294
+3% +$45.8K 0.28% 58
2023
Q3 		$1.24M Buy
38,309
+2,182
+6% +$73.7K 0.26% 61
2023
Q2 		$1.34M Buy
36,127
+610
+2% +$22.6K 0.3% 59
2023
Q1 		$1.38M Sell
35,517
-2,231
-6% -$88K 0.33% 57
2022
Q4 		$1.49M Buy
37,748
+5,843
+18% +$220K 0.36% 56
2022
Q3 		$1.21M Sell
31,905
-1,184
-4% -$52.7K 0.32% 59
2022
Q2 		$1.68M Sell
33,089
-1,931
-6% -$97.7K 0.43% 55
2022
Q1 		$1.78M Buy
+35,020
New +$1.86M 0.4% 55

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Allen Mooney & Barnes Investment Advisors's VZ Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Verizon (VZ) stake by 58% in Q2 2026, selling an estimated $373K and leaving 5,803 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #141.

Allen Mooney & Barnes Investment Advisors first reported a position in VZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.78M in Q1 2022. 1,777 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 5,803 shares of Verizon worth $246K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 7,955 Verizon shares in Q2 2026, an estimated $373K.
  • Verizon made up 0.04% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #141 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Verizon in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Verizon position peaked at $1.78M in Q1 2022.
  • 1,777 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.