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Center for Wealth Management Advisory’s Verizon VZ Stock Holding History

Center for Wealth Management Advisory’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
Q1 		$2.21M Sell
44,063
-469
-1% -$21.7K 1.59% 12
2025
Q4 		$1.81M Buy
+44,532
New +$1.81M 1.34% 17

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Center for Wealth Management Advisory's VZ Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its Verizon (VZ) stake by 1.1% in Q1 2026, selling an estimated $21.7K and leaving 44,063 shares worth $2.21M. The position accounts for 1.59% of the portfolio, ranked #12.

Center for Wealth Management Advisory first reported a position in VZ in Q4 2025 and has held it in 2 quarters since. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Center for Wealth Management Advisory held 44,063 shares of Verizon worth $2.21M as of Q1 2026.
  • Center for Wealth Management Advisory sold 469 Verizon shares in Q1 2026, an estimated $21.7K.
  • Verizon made up 1.59% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #12 holding.
  • Center for Wealth Management Advisory first reported a position in Verizon in Q4 2025 and has held it in 2 quarters since.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.