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BCS Wealth Management’s Verizon VZ Stock Holding History

BCS 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 		$265K Sell
6,261
-857
-12% -$40.2K 0.05% 236
2026
Q1 		$357K Sell
7,118
-8,150
-53% -$378K 0.07% 192
2025
Q4 		$622K Buy
15,268
+2,049
+16% +$83.1K 0.06% 202
2025
Q3 		$581K Sell
13,219
-7,818
-37% -$338K 0.13% 140
2025
Q2 		$910K Buy
21,037
+4,843
+30% +$210K 0.2% 99
2025
Q1 		$735K Buy
16,194
+5,348
+49% +$223K 0.19% 104
2024
Q4 		$434K Hold
10,846
– – 0.11% 164
2024
Q3 		$487K Sell
10,846
-295
-3% -$12.3K 0.21% 95
2024
Q2 		$459K Buy
11,141
+260
+2% +$10.5K 0.22% 93
2024
Q1 		$457K Buy
10,881
+536
+5% +$21.6K 0.15% 143
2023
Q4 		$390K Hold
10,345
– – 0.14% 141
2023
Q3 		$335K Buy
10,345
+320
+3% +$10.8K 0.14% 139
2023
Q2 		$373K Buy
+10,025
New +$371K 0.27% 72
2023
Q1 		– Sell
-9,098
Closed -$358K – 201
2022
Q4 		$358K Buy
9,098
+12
+0.1% +$452 0.15% 132
2022
Q3 		$345K Sell
9,086
-5,520
-38% -$246K 0.16% 129
2022
Q2 		$741K Buy
14,606
+1,415
+11% +$71.6K 0.33% 73
2022
Q1 		$672K Sell
13,191
-6,739
-34% -$357K 0.28% 89
2021
Q4 		$1.04M Buy
19,930
+6,396
+47% +$334K 0.37% 62
2021
Q3 		$731K Buy
+13,534
New +$749K 0.31% 73
2021
Q2 		– Sell
-14,326
Closed -$833K – 173
2021
Q1 		$833K Sell
14,326
-646
-4% -$36.5K 0.4% 56
2020
Q4 		$880K Buy
14,972
+3,523
+31% +$209K 0.46% 49
2020
Q3 		$681K Sell
11,449
-6,523
-36% -$379K 0.39% 54
2020
Q2 		$991K Buy
17,972
+652
+4% +$36.7K 0.59% 37
2020
Q1 		$931K Buy
17,320
+4,315
+33% +$247K 0.65% 33
2019
Q4 		$798K Buy
+13,005
New +$784K 0.53% 43

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

BCS Wealth Management reduced its Verizon (VZ) stake by 12% in Q2 2026, selling an estimated $40.2K and leaving 6,261 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #236.

BCS Wealth Management first reported a position in VZ in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.04M in Q4 2021. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • BCS Wealth Management held 6,261 shares of Verizon worth $265K as of Q2 2026.
  • BCS Wealth Management sold 857 Verizon shares in Q2 2026, an estimated $40.2K.
  • Verizon made up 0.05% of BCS Wealth Management's portfolio in Q2 2026, its #236 holding.
  • BCS Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 25 quarters since.
  • BCS Wealth Management's Verizon position peaked at $1.04M in Q4 2021.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.