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Axxcess Wealth Management’s Verizon VZ Stock Holding History

Axxcess 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 		$13.5M Buy
319,430
+144,260
+82% +$6.77M 0.22% 99
2026
Q1 		$8.79M Sell
175,170
-67,909
-28% -$3.15M 0.28% 82
2025
Q4 		$9.9M Buy
243,079
+66,625
+38% +$2.7M 0.17% 118
2025
Q3 		$7.76M Buy
176,454
+34,931
+25% +$1.51M 0.16% 112
2025
Q2 		$6.12M Buy
141,523
+88
+0.1% +$3.81K 0.14% 128
2025
Q1 		$6.42M Sell
141,435
-11,137
-7% -$464K 0.17% 113
2024
Q4 		$6.1M Sell
152,572
-58,151
-28% -$2.45M 0.15% 122
2024
Q3 		$9.46M Sell
210,723
-1,343
-0.6% -$56K 0.23% 77
2024
Q2 		$8.75M Buy
212,066
+53,452
+34% +$2.15M 0.23% 81
2024
Q1 		$6.66M Buy
158,614
+8,507
+6% +$343K 0.18% 102
2023
Q4 		$5.66M Buy
150,107
+30,553
+26% +$1.08M 0.16% 120
2023
Q3 		$3.87M Buy
119,554
+56,427
+89% +$1.91M 0.13% 125
2023
Q2 		$2.35M Sell
63,127
-33,604
-35% -$1.24M 0.17% 114
2023
Q1 		$3.76M Buy
96,731
+6,153
+7% +$243K 0.28% 75
2022
Q4 		$3.57M Buy
90,578
+24,599
+37% +$927K 0.29% 74
2022
Q3 		$2.5M Sell
65,979
-6,024
-8% -$268K 0.24% 87
2022
Q2 		$3.65M Sell
72,003
-3,502
-5% -$177K 0.34% 66
2022
Q1 		$3.85M Buy
75,505
+5,226
+7% +$277K 0.3% 71
2021
Q4 		$3.65M Buy
+70,279
New +$3.67M 0.27% 75

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Axxcess Wealth Management increased its Verizon (VZ) stake by 82% in Q2 2026, buying an estimated $6.77M and bringing the position to 319,430 shares worth $13.5M. The position accounts for 0.22% of the portfolio, ranked #99.

Axxcess Wealth Management first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Axxcess Wealth Management held 319,430 shares of Verizon worth $13.5M as of Q2 2026.
  • Axxcess Wealth Management bought 144,260 Verizon shares in Q2 2026, an estimated $6.77M.
  • Verizon made up 0.22% of Axxcess Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Axxcess Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.