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Berry Wealth Group’s Verizon VZ Stock Holding History

Berry Wealth Group’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 		$316K Sell
6,286
-570
-8% -$26.4K 1.18% 20
2025
Q4 		$279K Buy
+6,856
New +$278K 0.98% 22
2025
Q3 		– Sell
-47,197
Closed -$2.04M – 103
2025
Q2 		$2.04M Sell
47,197
-222
-0.5% -$9.61K 1.43% 20
2025
Q1 		$2.15M Sell
47,419
-1,308
-3% -$54.5K 1.68% 19
2024
Q4 		$1.95M Sell
48,727
-1,654
-3% -$69.8K 1.41% 24
2024
Q3 		$2.26M Buy
50,381
+9,249
+22% +$386K 1.62% 22
2024
Q2 		$1.7M Buy
41,132
+1,936
+5% +$78K 1.35% 24
2024
Q1 		$1.64M Sell
39,196
-1,109
-3% -$44.7K 1.36% 22
2023
Q4 		$1.52M Buy
+40,305
New +$1.43M 1.4% 22

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

Berry Wealth Group's VZ Position: Q1 2026 in Review

Berry Wealth Group reduced its Verizon (VZ) stake by 8.3% in Q1 2026, selling an estimated $26.4K and leaving 6,286 shares worth $316K. The position accounts for 1.18% of the portfolio, ranked #20.

Berry Wealth Group first reported a position in VZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.26M in Q3 2024. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Berry Wealth Group held 6,286 shares of Verizon worth $316K as of Q1 2026.
  • Berry Wealth Group sold 570 Verizon shares in Q1 2026, an estimated $26.4K.
  • Verizon made up 1.18% of Berry Wealth Group's portfolio in Q1 2026, its #20 holding.
  • Berry Wealth Group first reported a position in Verizon in Q4 2023 and has held it in 9 quarters since.
  • Berry Wealth Group's Verizon position peaked at $2.26M in Q3 2024.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.