BKM Wealth Management’s Verizon VZ Stock Holding History

BKM 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
2025 Q2	–	Sell	-4,224	Closed	-$192K	–	160
2025 Q1	$192K	Buy	+4,224	New	+$176K	0.08%	157
2024 Q4	–	Sell	-4,889	Closed	-$220K	–	167
2024 Q3	$220K	Buy	4,889 +2,009	+70%	+$83.8K	0.09%	158
2024 Q2	$302K	Sell	2,880 -835	-22%	-$33.7K	0.15%	127
2024 Q1	$156K	Buy	3,715 +257	+7%	+$10.4K	0.07%	170
2023 Q4	$130K	Buy	+3,458	New	+$122K	0.06%	183

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BKM Wealth Management's VZ Position: Q2 2025 in Review

BKM Wealth Management sold out of Verizon (VZ) in Q2 2025, closing a stake of 4,224 shares — an estimated $192K sold.

BKM Wealth Management first reported a position in VZ in Q4 2023 and held it in 5 quarters. The position peaked at $302K in Q2 2024. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

BKM Wealth Management reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
BKM Wealth Management sold 4,224 Verizon shares in Q2 2025, an estimated $192K.
BKM Wealth Management first reported a position in Verizon in Q4 2023 and held it in 5 quarters.
BKM Wealth Management's Verizon position peaked at $302K in Q2 2024.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on BKM Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.