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Capital Advisors Wealth Management’s Verizon VZ Stock Holding History

Capital Advisors 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 		$344K Sell
8,132
-128
-2% -$6K 0.04% 174
2026
Q1 		$415K Sell
8,260
-528
-6% -$24.5K 0.06% 149
2025
Q4 		$358K Buy
8,788
+153
+2% +$6.21K 0.05% 155
2025
Q3 		$380K Buy
8,635
+492
+6% +$21.3K 0.05% 139
2025
Q2 		$352K Sell
8,143
-573
-7% -$24.8K 0.06% 142
2025
Q1 		$395K Sell
8,716
-1,198
-12% -$49.9K 0.07% 122
2024
Q4 		$396K Buy
9,914
+1,046
+12% +$44.1K 0.07% 110
2024
Q3 		$398K Buy
8,868
+135
+2% +$5.63K 0.07% 109
2024
Q2 		$360K Sell
8,733
-242
-3% -$9.75K 0.07% 110
2024
Q1 		$377K Buy
8,975
+2,635
+42% +$106K 0.08% 102
2023
Q4 		$239K Buy
+6,340
New +$224K 0.05% 126
2023
Q3 		– Sell
-6,565
Closed -$244K – 148
2023
Q2 		$244K Sell
6,565
-2,847
-30% -$105K 0.06% 116
2023
Q1 		$366K Sell
9,412
-241
-2% -$9.5K 0.1% 89
2022
Q4 		$380K Buy
9,653
+1,104
+13% +$41.6K 0.12% 84
2022
Q3 		$325K Buy
8,549
+218
+3% +$9.71K 0.11% 87
2022
Q2 		$423K Buy
8,331
+48
+0.6% +$2.43K 0.14% 74
2022
Q1 		$422K Buy
8,283
+3,037
+58% +$161K 0.13% 80
2021
Q4 		$273K Buy
+5,246
New +$274K 0.08% 99
2021
Q3 		– Sell
-3,736
Closed -$209K – 106
2021
Q2 		$209K Sell
3,736
-2,954
-44% -$170K 0.08% 92
2021
Q1 		$389K Buy
+6,690
New +$378K 0.17% 63

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 $3.37T AUM 44.26% 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

Capital Advisors Wealth Management's VZ Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Verizon (VZ) stake by 1.5% in Q2 2026, selling an estimated $6K and leaving 8,132 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #174.

Capital Advisors Wealth Management first reported a position in VZ in Q1 2021 and has held it in 20 quarters since. The position peaked at $423K in Q2 2022. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Capital Advisors Wealth Management held 8,132 shares of Verizon worth $344K as of Q2 2026.
  • Capital Advisors Wealth Management sold 128 Verizon shares in Q2 2026, an estimated $6K.
  • Verizon made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Capital Advisors Wealth Management first reported a position in Verizon in Q1 2021 and has held it in 20 quarters since.
  • Capital Advisors Wealth Management's Verizon position peaked at $423K in Q2 2022.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.