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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
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
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

Aspen Wealth Strategies's VZ Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Verizon (VZ) stake by 0.24% in Q1 2026, buying an estimated $1.72K and bringing the position to 15,433 shares worth $775K. The position accounts for 0.41% of the portfolio, ranked #39.

Aspen Wealth Strategies first reported a position in VZ in Q2 2023 and has held it in 12 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Aspen Wealth Strategies held 15,433 shares of Verizon worth $775K as of Q1 2026.
  • Aspen Wealth Strategies bought 37 Verizon shares in Q1 2026, an estimated $1.72K.
  • Verizon made up 0.41% of Aspen Wealth Strategies's portfolio in Q1 2026, its #39 holding.
  • Aspen Wealth Strategies first reported a position in Verizon in Q2 2023 and has held it in 12 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.