BAM Wealth Management
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
Q3 		$381K Buy
8,306
+1,948
+31% +$91.6K 0.21% 131
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

BAM Wealth Management's VZ Position: Q3 2026 in Review

BAM Wealth Management increased its Verizon (VZ) stake by 31% in Q3 2026, buying an estimated $91.6K and bringing the position to 8,306 shares worth $381K. The position accounts for 0.21% of the portfolio, ranked #131.

BAM Wealth Management first reported a position in VZ in Q3 2025 and has held it in 5 quarters since. 2,242 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • BAM Wealth Management held 8,306 shares of Verizon worth $381K as of Q3 2026.
  • BAM Wealth Management bought 1,948 Verizon shares in Q3 2026, an estimated $91.6K.
  • Verizon made up 0.21% of BAM Wealth Management's portfolio in Q3 2026, its #131 holding.
  • BAM Wealth Management first reported a position in Verizon in Q3 2025 and has held it in 5 quarters since.
  • 2,242 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.