CTWM
VZ icon

Cherry Tree Wealth Management’s Verizon VZ Stock Holding History

Cherry Tree 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
Q1 		$45.4K Hold
904
– – 0.01% 277
2025
Q4 		$36.8K Buy
904
+445
+97% +$18.1K 0.01% 299
2025
Q3 		$20.2K Hold
459
– – ﹤0.01% 340
2025
Q2 		$19.9K Sell
459
-125
-21% -$5.41K ﹤0.01% 344
2025
Q1 		$26.5K Buy
584
+244
+72% +$10.2K 0.01% 313
2024
Q4 		$13.6K Buy
340
+11
+3% +$464 ﹤0.01% 378
2024
Q3 		$14.8K Sell
329
-380
-54% -$15.9K ﹤0.01% 372
2024
Q2 		$29.2K Buy
709
+1
+0.1% +$40 0.01% 295
2024
Q1 		$29.7K Hold
708
– – 0.01% 291
2023
Q4 		$26.7K Sell
708
-167
-19% -$5.91K 0.01% 287
2023
Q3 		$28.4K Hold
875
– – 0.01% 270
2023
Q2 		$32.5K Buy
+875
New +$32.4K 0.01% 254

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

Cherry Tree Wealth Management's VZ Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Verizon (VZ) position steady in Q1 2026 at 904 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #277.

Cherry Tree Wealth Management first reported a position in VZ in Q2 2023 and has held it in 12 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Cherry Tree Wealth Management held 904 shares of Verizon worth $45.4K as of Q1 2026.
  • Cherry Tree Wealth Management left its Verizon share count unchanged in Q1 2026.
  • Verizon made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #277 holding.
  • Cherry Tree Wealth Management first reported a position in Verizon in Q2 2023 and has held it in 12 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.