Aspen Wealth Strategies’s Verizon VZ Stock Holding History

Aspen Wealth Strategies’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	$654K	Buy	15,439 +6	+0%	+$281	0.32%	44
2026 Q1	$775K	Buy	15,433 +37	+0.2%	+$1.72K	0.41%	39
2025 Q4	$627K	Buy	15,396 +99	+0.6%	+$4.02K	0.34%	44
2025 Q3	$672K	Buy	15,297 +1,017	+7%	+$44K	0.37%	36
2025 Q2	$618K	Buy	14,280 +749	+6%	+$32.4K	0.37%	44
2025 Q1	$614K	Buy	13,531 +7	+0.1%	+$291	0.4%	45
2024 Q4	$541K	Buy	13,524 +630	+5%	+$26.6K	0.35%	45
2024 Q3	$579K	Sell	12,894 -89	-0.7%	-$3.71K	0.37%	41
2024 Q2	$546K	Buy	12,983 +691	+6%	+$27.9K	0.38%	40
2024 Q1	$516K	Buy	12,292 +2,128	+21%	+$85.8K	0.36%	43
2023 Q4	$383K	Sell	10,164 -316	-3%	-$11.2K	0.28%	51
2023 Q3	$339K	Buy	10,480 +2,458	+31%	+$83.1K	0.26%	45
2023 Q2	$298K	Buy	+8,022	New	+$297K	0.23%	56

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aspen Wealth Strategies's VZ Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Verizon (VZ) stake by 0.04% in Q2 2026, buying an estimated $281 and bringing the position to 15,439 shares worth $654K. The position accounts for 0.32% of the portfolio, ranked #44.

Aspen Wealth Strategies first reported a position in VZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $775K in Q1 2026. 3,146 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Aspen Wealth Strategies held 15,439 shares of Verizon worth $654K as of Q2 2026.
Aspen Wealth Strategies bought 6 Verizon shares in Q2 2026, an estimated $281.
Verizon made up 0.32% of Aspen Wealth Strategies's portfolio in Q2 2026, its #44 holding.
Aspen Wealth Strategies first reported a position in Verizon in Q2 2023 and has held it in 13 quarters since.
Aspen Wealth Strategies's Verizon position peaked at $775K in Q1 2026.
3,146 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.