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Beaird Harris Wealth Management’s Verizon VZ Stock Holding History

Beaird Harris 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 		$156K Buy
3,674
+167
+5% +$7.83K 0.01% 163
2026
Q1 		$176K Sell
3,507
-500
-12% -$23.2K 0.01% 139
2025
Q4 		$163K Buy
4,007
+255
+7% +$10.3K 0.01% 147
2025
Q3 		$165K Buy
3,752
+575
+18% +$24.9K 0.01% 143
2025
Q2 		$137K Sell
3,177
-917
-22% -$39.7K 0.01% 153
2025
Q1 		$186K Sell
4,094
-1,633
-29% -$68K 0.02% 126
2024
Q4 		$229K Buy
5,727
+3,180
+125% +$134K 0.02% 124
2024
Q3 		$114K Sell
2,547
-4,399
-63% -$184K 0.01% 165
2024
Q2 		$286K Buy
6,946
+2,149
+45% +$86.6K 0.03% 104
2024
Q1 		$201K Buy
4,797
+215
+5% +$8.67K 0.02% 117
2023
Q4 		$173K Buy
4,582
+343
+8% +$12.1K 0.02% 112
2023
Q3 		$137K Hold
4,239
– – 0.02% 113
2023
Q2 		$158K Hold
4,239
– – 0.02% 105
2023
Q1 		$165K Sell
4,239
-303
-7% -$11.9K 0.03% 95
2022
Q4 		$179K Sell
4,542
-297
-6% -$11.2K 0.03% 92
2022
Q3 		$184K Buy
4,839
+3,539
+272% +$158K 0.04% 84
2022
Q2 		$66K Sell
1,300
-4,150
-76% -$210K 0.02% 121
2022
Q1 		$278K Buy
5,450
+111
+2% +$5.88K 0.1% 71
2021
Q4 		$277K Buy
+5,339
New +$279K 0.1% 95

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Beaird Harris Wealth Management's VZ Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Verizon (VZ) stake by 4.8% in Q2 2026, buying an estimated $7.83K and bringing the position to 3,674 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #163.

Beaird Harris Wealth Management first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $286K in Q2 2024. 1,636 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Beaird Harris Wealth Management held 3,674 shares of Verizon worth $156K as of Q2 2026.
  • Beaird Harris Wealth Management bought 167 Verizon shares in Q2 2026, an estimated $7.83K.
  • Verizon made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Beaird Harris Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Verizon position peaked at $286K in Q2 2024.
  • 1,636 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.