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Brass Tax Wealth Management’s Verizon VZ Stock Holding History

Brass Tax 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
Q3 		$331K Buy
7,527
+70
+0.9% +$3.03K 0.06% 166
2025
Q2 		$323K Buy
7,457
+242
+3% +$10.5K 0.06% 160
2025
Q1 		$327K Buy
7,215
+219
+3% +$9.12K 0.07% 142
2024
Q4 		$280K Sell
6,996
-240
-3% -$10.1K 0.06% 155
2024
Q3 		$325K Buy
7,236
+767
+12% +$32K 0.07% 133
2024
Q2 		$267K Buy
+6,469
New +$261K 0.12% 106

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brass Tax Wealth Management's VZ Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Verizon (VZ) stake by 0.94% in Q3 2025, buying an estimated $3.03K and bringing the position to 7,527 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #166.

Brass Tax Wealth Management first reported a position in VZ in Q2 2024 and has held it in 6 quarters since. 3,038 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Brass Tax Wealth Management held 7,527 shares of Verizon worth $331K as of Q3 2025.
  • Brass Tax Wealth Management bought 70 Verizon shares in Q3 2025, an estimated $3.03K.
  • Verizon made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #166 holding.
  • Brass Tax Wealth Management first reported a position in Verizon in Q2 2024 and has held it in 6 quarters since.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.