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Bernard Wealth Management’s Verizon VZ Stock Holding History

Bernard 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
Q1 		$15.1K Hold
300
– – 0.01% 205
2025
Q4 		$12.2K Hold
300
– – 0.01% 209
2025
Q3 		$13.2K Hold
300
– – 0.01% 208
2025
Q2 		$13K Sell
300
-243
-45% -$10.5K 0.01% 208
2025
Q1 		$24.6K Buy
543
+243
+81% +$10.1K 0.01% 171
2024
Q4 		$12K Buy
+300
New +$12.7K 0.01% 208

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bernard Wealth Management's VZ Position: Q1 2026 in Review

Bernard Wealth Management held its Verizon (VZ) position steady in Q1 2026 at 300 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #205.

Bernard Wealth Management first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.6K in Q1 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Bernard Wealth Management held 300 shares of Verizon worth $15.1K as of Q1 2026.
  • Bernard Wealth Management left its Verizon share count unchanged in Q1 2026.
  • Verizon made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Bernard Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Verizon position peaked at $24.6K in Q1 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.