BWM
VZ icon

Birchcreek Wealth Management’s Verizon VZ Stock Holding History

Birchcreek 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 		$206K Buy
+4,874
New +$229K 0.08% 133
2024
Q2 		– Sell
-5,642
Closed -$237K – 176
2024
Q1 		$237K Sell
5,642
-23
-0.4% -$928 0.12% 134
2023
Q4 		$214K Buy
+5,665
New +$200K 0.13% 127
2023
Q2 		– Sell
-5,154
Closed -$200K – 143
2023
Q1 		$200K Sell
5,154
-1,867
-27% -$73.6K 0.16% 128
2022
Q4 		$277K Buy
7,021
+147
+2% +$5.54K 0.25% 102
2022
Q3 		$261K Buy
6,874
+241
+4% +$10.7K 0.24% 96
2022
Q2 		$337K Sell
6,633
-124
-2% -$6.27K 0.3% 75
2022
Q1 		$344K Buy
6,757
+158
+2% +$8.37K 0.3% 75
2021
Q4 		$343K Sell
6,599
-695
-10% -$36.3K 0.3% 77
2021
Q3 		$394K Buy
7,294
+260
+4% +$14.4K 0.37% 66
2021
Q2 		$394K Buy
7,034
+878
+14% +$50.4K 0.38% 60
2021
Q1 		$358K Sell
6,156
-827
-12% -$46.7K 0.38% 65
2020
Q4 		$410K Buy
+6,983
New +$415K 0.4% 59

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Birchcreek Wealth Management opened a new position in Verizon (VZ) in Q2 2026: 4,874 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #133 among its holdings. This is a return to the name: Birchcreek Wealth Management previously reported a position in VZ as recently as Q1 2024.

Birchcreek Wealth Management first reported a position in VZ in Q4 2020 and has held it in 13 quarters since. The position peaked at $410K in Q4 2020. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Birchcreek Wealth Management held 4,874 shares of Verizon worth $206K as of Q2 2026.
  • Verizon was a new Birchcreek Wealth Management position in Q2 2026.
  • Verizon made up 0.08% of Birchcreek Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Birchcreek Wealth Management first reported a position in Verizon in Q4 2020 and has held it in 13 quarters since.
  • Birchcreek Wealth Management's Verizon position peaked at $410K in Q4 2020.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.