Carson Wealth (CWM LLC)’s Verizon VZ Stock Holding History

Carson Wealth (CWM LLC)’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
2014 Q1	–	Sell	-132	Closed	-$8K	–	490
2013 Q4	$8K	Buy	+132	New	+$6.49K	﹤0.01%	475

Other funds holding VZ

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Verizon (VZ) stake by 1.8% in Q1 2026, selling an estimated $1.26M and leaving 1,459,592 shares worth $73.3M. The position accounts for 0.19% of the portfolio, ranked #110.

Carson Wealth (CWM LLC) first reported a position in VZ in Q3 2013 and has held it in 50 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Carson Wealth (CWM LLC) held 1,459,592 shares of Verizon worth $73.3M as of Q1 2026.
Carson Wealth (CWM LLC) sold 27,239 Verizon shares in Q1 2026, an estimated $1.26M.
Verizon made up 0.19% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #110 holding.
Carson Wealth (CWM LLC) first reported a position in Verizon in Q3 2013 and has held it in 50 quarters since.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.