Clay Northam Wealth Management’s Verizon VZ Stock Holding History

Clay Northam 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	$222K	Hold	5,242	–	–	0.11%	99
2026 Q1	$263K	Sell	5,242 -47	-0.9%	-$2.18K	0.15%	84
2025 Q4	$215K	Hold	5,289	–	–	0.12%	95
2025 Q3	$232K	Hold	5,289	–	–	0.13%	90
2025 Q2	$229K	Hold	5,289	–	–	0.15%	78
2025 Q1	$240K	Hold	5,289	–	–	0.17%	75
2024 Q4	$212K	Buy	5,289 +47	+0.9%	+$1.98K	0.14%	86
2024 Q3	$235K	Hold	5,242	–	–	0.16%	80
2024 Q2	$216K	Sell	5,242 -60	-1%	-$2.42K	0.16%	78
2024 Q1	$222K	Buy	+5,302	New	+$214K	0.18%	82
2023 Q2	–	Sell	-5,375	Closed	-$209K	–	82
2023 Q1	$209K	Buy	5,375 +13	+0.2%	+$513	0.22%	75
2022 Q4	$211K	Sell	5,362 -110	-2%	-$4.14K	0.24%	69
2022 Q3	$208K	Sell	5,472 -21	-0.4%	-$935	0.26%	73
2022 Q2	$279K	Sell	5,493 -14	-0.3%	-$708	0.35%	56
2022 Q1	$281K	Sell	5,507 -467	-8%	-$24.7K	0.28%	65
2021 Q4	$310K	Buy	+5,974	New	+$312K	0.29%	65

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clay Northam Wealth Management's VZ Position: Q2 2026 in Review

Clay Northam Wealth Management held its Verizon (VZ) position steady in Q2 2026 at 5,242 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #99.

Clay Northam Wealth Management first reported a position in VZ in Q4 2021 and has held it in 16 quarters since. The position peaked at $310K in Q4 2021. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Clay Northam Wealth Management held 5,242 shares of Verizon worth $222K as of Q2 2026.
Clay Northam Wealth Management left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.11% of Clay Northam Wealth Management's portfolio in Q2 2026, its #99 holding.
Clay Northam Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 16 quarters since.
Clay Northam Wealth Management's Verizon position peaked at $310K in Q4 2021.
3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.