Allen Wealth Management’s Verizon VZ Stock Holding History

Allen 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	$252K	Sell	5,946 -1,100	-16%	-$51.6K	0.12%	54
2026 Q1	$354K	Hold	7,046	–	–	0.18%	51
2025 Q4	$287K	Buy	7,046 +1,529	+28%	+$62K	0.17%	54
2025 Q3	$242K	Sell	5,517 -820	-13%	-$35.5K	0.16%	53
2025 Q2	$274K	Buy	6,337 +600	+10%	+$26K	0.19%	50
2025 Q1	$260K	Sell	5,737 -815	-12%	-$33.9K	0.18%	53
2024 Q4	$262K	Sell	6,552 -400	-6%	-$16.9K	0.19%	53
2024 Q3	$312K	Sell	6,952 -450	-6%	-$18.8K	0.22%	50
2024 Q2	$305K	Sell	7,402 -1,433	-16%	-$57.8K	0.27%	48
2024 Q1	$371K	Sell	8,835 -1,037	-11%	-$41.8K	0.33%	45
2023 Q4	$372K	Buy	+9,872	New	+$349K	0.36%	39

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Allen Wealth Management reduced its Verizon (VZ) stake by 16% in Q2 2026, selling an estimated $51.6K and leaving 5,946 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #54.

Allen Wealth Management first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $372K in Q4 2023. 1,467 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Allen Wealth Management held 5,946 shares of Verizon worth $252K as of Q2 2026.
Allen Wealth Management sold 1,100 Verizon shares in Q2 2026, an estimated $51.6K.
Verizon made up 0.12% of Allen Wealth Management's portfolio in Q2 2026, its #54 holding.
Allen Wealth Management first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's Verizon position peaked at $372K in Q4 2023.
1,467 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.