BWM
VZ icon

BAM Wealth Management’s Verizon VZ Stock Holding History

BAM 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 		$269K Buy
6,358
+303
+5% +$14.2K 0.17% 146
2026
Q1 		$304K Sell
6,055
-1,504
-20% -$69.7K 0.23% 108
2025
Q4 		$308K Buy
7,559
+1,389
+23% +$56.3K 0.22% 108
2025
Q3 		$271K Buy
+6,170
New +$267K 0.21% 115

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

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

BAM Wealth Management increased its Verizon (VZ) stake by 5% in Q2 2026, buying an estimated $14.2K and bringing the position to 6,358 shares worth $269K. The position accounts for 0.17% of the portfolio, ranked #146.

BAM Wealth Management first reported a position in VZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 1,759 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • BAM Wealth Management held 6,358 shares of Verizon worth $269K as of Q2 2026.
  • BAM Wealth Management bought 303 Verizon shares in Q2 2026, an estimated $14.2K.
  • Verizon made up 0.17% of BAM Wealth Management's portfolio in Q2 2026, its #146 holding.
  • BAM Wealth Management first reported a position in Verizon in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Verizon position peaked at $308K in Q4 2025.
  • 1,759 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.